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Junior Wealth Advisor: -Oriented Financial Planner
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Lead Advisor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Lead Advisor in Westborough, MA is seeking a Junior Wealth Advisor to support senior staff in delivering high‑quality financial guidance and an exceptional client experience. This career‑track role focuses on developing technical, planning, and client‑facing skills without new client acquisition responsibilities.
You will work alongside Senior Advisors and a Client Service Associate, preparing plans, analyzing data, and helping maintain client records in line with regulatory standards.
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