More jobs:
Junior Wealth Planner
Job in
Brockton, Plymouth County, Massachusetts, 02411, USA
Listed on 2026-06-23
Listing for:
Lead Advisor
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Lead Advisor in Westborough, MA is seeking a Junior Wealth Advisor to support high-quality financial advice. This role requires collaboration with Senior Advisors and focuses on client experience rather than sales.
The ideal candidate will have a bachelor's degree and a strong interest in financial planning. Responsibilities include preparing comprehensive financial plans, analyzing client data, and supporting ongoing portfolio monitoring.
This is a fantastic opportunity to grow into a full advisory role within a supportive environment.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×