Wealth Advisor: Flexible, Growth-Focused Client Strategy

Jobot

Jobot in Lynn, MA is seeking an experienced Wealth Manager to join our client-focused advisory team. You will support and manage relationships, develop personalized financial strategies, and work with senior advisors to deliver holistic guidance on investments, retirement, estate, tax, and insurance. Ideal candidates bring 5+ years in wealth management and hold required licenses; CFP preferred or willing to obtain. #J-18808-Ljbffr Jobot

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Vacancy posted 3 days ago

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