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Territory Wealth Planner Client Advisory
Job in
Athol, Worcester County, Massachusetts, 01331, USA
Listed on 2026-07-08
Listing for:
Cornerstone Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Cornerstone Bank in Athol, MA, is seeking a Financial Planner to join their wealth management team. This role is centered on growing and retaining investment assets through existing bank relationships while developing new client connections.
The ideal candidate will have over 5 years of experience in the financial services industry and must be comfortable with community engagement and presentations. The position offers a competitive salary structure which includes a base of $60,000 plus commission.
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