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Wealth Advisor: Book & Lead Client Relationships
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-01-25
Listing for:
Jobot
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national wealth management firm is seeking a Financial Advisor to support client relationships and drive business growth. The role requires 3-5 years of relevant experience and strong interpersonal skills to deliver personalized financial strategies. You will work closely with senior advisors in a collaborative environment while managing a diverse book of clients. This firm promotes professional development and offers a competitive salary plus bonuses based on performance.
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