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Senior Branch Wealth Advisor — Personal Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-12
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company based in Boston is seeking a Senior Branch Advisor to provide personalized financial guidance to clients. The role involves collaborating with teams to ensure a high-quality experience, helping clients with investment advice, and retirement planning. The ideal candidate will have a Bachelor's degree and over 5 years of experience in financial planning or wealth management. This position offers competitive salary and benefits, emphasizing a flexible and inclusive work environment.
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Position Requirements
10+ Years
work experience
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