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Wealth Advisor: Ethical , Client-Driven, Hybrid
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-01-20
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Worcester, MA, seeks a Financial Advisor to manage client relationships and provide tailored financial planning. You will support lead advisors by conducting client reviews, preparing financial plans, and nurturing warm leads from referrals. The ideal candidate has 2-8 years of experience, relevant degrees, and proficiency in financial software. This full-time role offers competitive compensation with bonuses, medical benefits, 401(k) matching, and a hybrid work schedule.
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