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Financial Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-28
Listing for:
Gorra Financial Group
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Provide financial planning support to clients.
- Support investment professionals to cultivate client relationships.
- Prepare financial plans and check their accuracy.
- Bachelor's degree in Finance or related field.
- 5+ years' of industry experience.
- Strong understanding of the investment business.
- Excellent interpersonal skills.
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