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Wealth Planner Client Acquisition
Job in
Athol, Worcester County, Massachusetts, 01331, USA
Listed on 2026-06-04
Listing for:
Cornerstone Bank
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Sales
Job Description & How to Apply Below
Cornerstone Bank is seeking a Financial Planner in Athol, MA. This role involves growing and retaining investments within assigned markets and delivering financial solutions leveraging bank referrals. Ideal candidates will have 5+ years of financial services experience and strong presentation skills. The position offers a base salary of $60,000 plus commission. Cornerstone promotes a collaborative and inclusive workplace, encouraging community engagement to build long-term client relationships.
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