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Wealth Planner & Investment Advisory Leader

Job in Newton, Middlesex County, Massachusetts, 02165, USA
Listing for: TradeJobsWorkForce
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm located in Newton, Massachusetts is seeking a Financial Planner to provide comprehensive financial planning and investment advisory services. Responsibilities include developing investment strategies, retirement planning, and managing client relationships. The ideal candidate will be adept at identifying new clients and growing a book of business. Strong organizational and documentation skills are essential. This position offers opportunities for professional growth and client engagement.
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