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Associate Financial Advisor: Mentored & Equity Path
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-03-03
Listing for:
Nichols College
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking an Associate Financial Advisor to support client relationships and daily operations in a collaborative environment. The role involves managing client data and assisting in financial planning, with room for growth and mentorship. Candidates must have a Bachelor’s degree and preferably 2+ years of related experience. The ideal candidate demonstrates strong interpersonal and organizational skills, adhering to compliance standards while cultivating client relationships.
Opportunities for future licensing and equity are available.
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Position Requirements
10+ Years
work experience
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