Wealth Advisor | CFP & Series Expert Client
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-16
Listing for:
Fanning Personnel
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A well-established RIA firm near Boston is seeking a Financial Advisor to enhance their robust team. The role involves evaluating clients' financial needs and advising on a wide range of wealth management strategies, including asset allocation and estate planning. Candidates must hold a CFP and attain Series 65 certification within three months, along with a minimum of 2 years of experience in financial advising.
This position emphasizes building strong client relationships to help them achieve their financial goals.
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