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Fiduciary Financial Advisor | Wealth Planning & Strategy

BOSTON WEALTH MANAGEMENT LTD

A leading wealth planning services firm in Massachusetts is seeking a knowledgeable Financial Advisor who holds an active Series 65 license. The role involves providing investment advisory services, developing personalized financial strategies, and building long-term client relationships. Ideal candidates should have 2-5 years of experience in financial advisory, strong analytical skills, and effective communication abilities. A bachelor's degree in a related field is required, with certifications like CFP or ChFC preferred. #J-18808-Ljbffr BOSTON WEALTH MANAGEMENT LTD

Vacancy posted 1 day ago
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