Wealth Planner & Client Advisor (Series 7/63)
jobotWestborough, MA
Wealth Planner & Client Advisor (Series 7/63)
L5
jobotWestborough, MA2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesJobot is seeking an experienced Financial Planner in Westborough, MA, to join a nationally recognized wealth management firm. The role involves delivering holistic financial planning services, building client relationships, and driving business development in a collaborative, growth-focused environment.
Candidates should have 5+ years in wealth management, Series 7/63 (or 65/66) licenses, a bachelor’s degree, and a CFP designation is highly preferred or attainable within a set timeframe.
Apply now
Level
SeniorL5
Location
Westborough, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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