Mass Affluent Private Client Advisor - Hybrid

A major banking institution in Medford is seeking a Private Client Advisor to serve its Mass Affluent client base. In this role, you will focus on increasing client relationships, providing tailored investment solutions, and collaborating with branch teams to enhance client experience. Ideal candidates should possess a strong sales background, financial wellness knowledge, and the ability to work comfortably in a team.

This position offers a base salary of $55,000 plus commission and incentives, and balances in-office and flexible work options.
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