Client-Centered Financial Planning & Investments Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Jobtailor is hiring a Financial Advisor to plan client goals using brokerage products and tailored financial plans. You will recommend banking and investment strategies, triage client requests, and connect clients with appropriate internal specialists.
The role emphasizes building strong relationships and meeting sales goals in a fast-paced environment. The candidate should hold Series 7 & 66 licenses with at least 1 year in investments and financial services, and possess excellent communication
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