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Financial Consultant Financial Advisor Wealth Management

Private Client Advisor, Wealth Management & Digital Advisory

Job in Springfield, Hampden County, Massachusetts, 01119, USA
Listing for: Brockton Visiting Nurse Association
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Springfield is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. This role requires strong relationship management skills and financial expertise to provide personalized investment solutions. The ideal candidate should possess a valid Series 7 and 66 license, along with a commitment to goals-based planning. Competitive compensation and strong focus on diversity and inclusion make this an excellent opportunity for those passionate about client success.
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