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Financial Advisor: Retirement Planning & Founder Access
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-25
Listing for:
Magellan Financial & Insurance Services, Inc.
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Dagher Wealth Management in Walpole, MA is seeking a Financial Advisor to join its retirement planning practice. You will meet with pre-retirees and retirees, support income planning conversations, and help convert interest into long-term client relationships.
You will work directly with the founders, participate in seminars, and contribute to a high-touch, independent advisory firm. This role requires recent client-facing experience, Series 65/66, and a life insurance license.
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