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Hybrid Financial Advisor Planning
Job in
Lunenburg, Worcester County, Massachusetts, 01462, USA
Listed on 2025-12-31
Listing for:
Workers Credit Union
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Lunenburg is seeking an experienced Financial Advisor. In this role, you will develop personalized financial plans and provide guidance on investments and insurance products. With a focus on building strong client relationships, you will collaborate with internal teams to deliver tailored financial solutions. The ideal candidate has strong interpersonal skills, necessary licenses, and 2+ years of financial advising experience.
This hybrid position offers competitive compensation based on performance.
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