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Financial Consultant Financial Advisor

Wealth Planning Associate: Build Holistic Client Plans

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Windward Recruiting
Full Time position
Listed on 2026-04-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A growing financial advisory firm in the Boston area is seeking an experienced Associate Wealth Advisor to join its team. The role focuses on creating personalized wealth strategies in collaboration with Wealth Advisors to enhance client relationships. Responsibilities include developing financial plans, mastering investment strategies, and ensuring compliance. A Bachelor’s Degree, Series 65, and significant financial experience are required. The position offers competitive compensation with potential bonuses and benefits.
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Position Requirements
10+ Years work experience
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