Private Wealth Advisor Client Impact
Job in
Littleton, Middlesex County, Massachusetts, 01460, USA
Listed on 2026-03-01
Listing for:
Citizens
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Advisor to help clients develop tailored financial plans. The role includes building and maintaining partnerships, conducting proactive outreach, and leveraging collaborative resources. Requires Series 7 and relevant licenses, plus a minimum of 2 years in financial advisory. Competitive compensation structure based on performance. Join a supportive work environment focused on client success and team growth.
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