Senior Branch Wealth Advisor - Personal Financial Planner
Empower
A financial services company in Boston is seeking a Senior Branch Advisor who will provide personalized financial guidance to clients. This role involves meeting clients in person, offering solutions for their financial needs including retirement planning and investment advice. Candidates require a Bachelor’s degree and at least 5 years of experience in financial planning or wealth management, along with necessary FINRA registrations. The position is full-time in customer service and finance, offering a competitive salary and annual bonus. #J-18808-Ljbffr
$140k - $160k
...Additional Compensation Annual Bonus Overview The Senior Branch Advisor is a trusted financial partner for Empower customers, delivering personal, thoughtful, and goal-based financial... ...Be an expert on the full suite of wealth capabilities, products, and services Collaborate...SeniorFull timeWork experience placementLocal area- ...SCS Financial, a premier wealth management firm in Boston, MA, seeks a Director, Client Advisor to lead customized strategies for UHNW individuals, families, and select institutional clients. You will coordinate investment management, estate planning, and philanthropy...Senior
$180k - $250k
...As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which... ...is seeking a Senior Wealth Advisor. This individual will... ...relationships; creating customized financial plans, preparing for and...Senior- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed...Senior
- ...: Our client is a boutique wealth management firm in the Boston... ...looking for an experienced Senior Wealth Advisor to step into an established... ...across all areas of their financial lives. This is not a... ...enjoys both the technical and personal sides of financial planning...Senior
- LPL Financial collaborates with credit unions to provide a comprehensive suite of financial... ...invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial... ...to work on-site at the local bank branch located in Cambridge, MA . Job Overview...Work at officeLocal area
- Harvard Federal Credit Union in Cambridge, MA seeks a Wealth Advisor affiliated with LPL Financial to deliver brokerage, advisory and insurance solutions to the branch client base. You will manage an assigned book, solicit new investments, and partner with branch managers...
- Our client, a boutique wealth management firm serving high-net-worth individuals in the New England region, seeks a Senior Wealth Advisor to steward an established client group and act as a trusted financial partner across all facets of their clients’ lives. This is not...Senior
- Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment... ...relationships, deliver personalized financial planning, and coordinate... ...plus.Certified Financial Planner (CFP) designation strongly...
- ...service commercial bank and financial services company... ...a strong emphasis on personal relationships, local decision... ...range of banking, wealth management, and... .... You are the trusted advisor of our customers and a... ...goals with more than 120 branches located throughout Massachusetts...Live inWork at officeLocal areaFlexible hours
$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough... ...Wealth Advisor is a branch-based advisor who excels in... ...client interests, as well as the personal and professional growth of team...Temporary workLocal areaFlexible hours- ...Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, using investments, financial planning, credit and banking to serve current clients and attract new assets. You will work with a local team, supported...SeniorLocal area
- ...J.P. Morgan Advisors in Boston, MA is seeking a Wealth Advisor Development Associate to join a structured training program that builds foundational skills... ...a Wealth Advisor, with exposure to a broad range of financial products within a leading financial services firm. #J-...
- ...seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets. Join a team backed by a...Senior
$100k - $140k
...enabling them to preserve their wealth for future generations, and... ...Support Wealth Advisor in delivering exceptional services... ...all wealth, investment, and financial planning processes Begins... ...assets. We combine a boutique's personal service, creativity and objective...Permanent employmentTemporary workWork at officeFlexible hours$75k - $125k
...Associate Wealth Advisor*We respect the privacy of candidates for employment. This Privacy... ...planning centric team dedicated to creating personalized wealth advice based on each of our... ...through active participation in the financial planning process. Responsibilities include...Full timeWork at officeRemote work2 days per week- ...Global Advisers is seeking a Private Wealth Advisor in Cambridge, MA to lead relationships with high-net-worth and ultra-high-net-worth clients whose financial lives require coordinated investment, planning, liquidity, risk-management, and legacy strategies. The advisor...
- ...StatesPosted: 2026-10-08Private Wealth Management (PWM)Goldman Sachs... ...reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... ...private wealth management, financial services, or related professional... ...to grow professionally and personally, from our training and...
- ...Vice President, Wealth Advisor About the Company Nationally recognized independent RIA... ...management for affluent clients Industry Financial Services Type Privately Held... ...Company is seeking a Vice President, Senior Wealth Advisor to serve high-net-worth...
$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough... ...practice that provides a personalized wealth management strategy.... ...Week: 40 Work Schedule: M-F (Branch Hours) Pay Transparency...Temporary workLocal areaFlexible hours- Citizens Wealth Advisory is seeking a branch-based Wealth Advisor who excels in collaboration and puts client interests first. You will conduct thorough discoveries... ...to understand a client’s goals and craft tailored financial plans incorporating planning, investment...
- Global Advisers, LLC in Cambridge, MA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk-management, and legacy strategies. The role requires strong judgment, collaboration...
$120k - $130k
...used as needed.Global Private Wealth - Americas (“GPW”) is part of... ...market primarily through financial intermediaries including wire... ...offices and registered investment advisors.GPW is responsible for the... ...programs (typically for more senior-level roles). We also offer a...SeniorFull timeWork at officeLocal areaRemote work1 day per week$180k - $265k
...a leading independent wealth management firm headquartered... ...be their most trusted advisor. We work hard to help... ...their complex financial lives and ensure the impact... ...for an enthusiastic Senior Investment Advisor to... ...vacation time, unlimited personal sick time, paid family...SeniorTemporary workWorldwideVisa sponsorshipWork visaFlexible hours- ...Citizens Bank is seeking an experienced Wealth Advisor in the Medfield, MA area to build and manage a comprehensive wealth management practice... .... You will conduct thorough discoveries, develop tailored financial plans, and collaborate with internal specialists to deliver...Flexible hours
$110.7k - $218.3k
...Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte... ...degree3+ years of experience in financial services or consulting with exposure... ...administration, financial advisor support, recordkeeping, client...SeniorWork at officeNight shift- ...Global Advisers, LLC is seeking a Financial Advisor in Cambridge, MA to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships. The role blends advice, relationship management...
- Hightower Advisors in Massachusetts seeks a compassionate Wealth Advisor to develop comprehensive financial plans for individuals and families, with a focus on divorce-related planning. You will coordinate with attorneys, mediators, and other professionals to deliver integrated...
- ...EY is seeking a Wealth Management Platform Transformation Specialist to support localization, implementation, and enhancement of leading... ...and technology to drive platform modernization and improve advisor, client, and operational experiences. The role requires strong...Senior
$90.32k - $122.08k
...Senior Policy AdvisorSENIOR POLICY ADVISOR, MIT WASHINGTON DC OFFICE, Office of the President, creates and maintains relationships with federal agencies... ...monitors policy proposals from Congress and the Executive Branch; communicates findings and outlook to campus...SeniorWork at officeVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Branch Wealth Advisor - Personal Financial Planner. Be the first to apply!
- strategic finance associate Boston, MA
- financial advisor development program Boston, MA
- oracle cloud financials consultant Boston, MA
- financial advisor associate Boston, MA
- financial associate Boston, MA
- entry level financial advisor Boston, MA
- financial planning administrator Boston, MA
- jde finance consultant Boston, MA
- private wealth advisor Boston, MA
- oracle financial functional consultant Boston, MA




