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Associate Wealth Advisor: Client Impact
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-01-17
Listing for:
Nichols College
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking an Associate, Wealth Advisor to join their wealth management team in Dudley, Massachusetts. This role involves supporting high-net-worth clients, preparing financial planning materials, and collaborating with experienced Wealth Advisors. The candidate must have a Bachelor's degree, strong ethical standards, and previous experience in financial services. The ideal candidate should also hold a Series 65 license or be willing to obtain one within 120 days.
Skills in communication, organization, and flexibility are essential.
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Position Requirements
10+ Years
work experience
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