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Financial Consultant Financial Advisor Financial Services

Wealth Planning Advisor

Job in Burlington, Middlesex County, Massachusetts, 01805, USA
Listing for: BankTalent HQ
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution in Massachusetts is seeking a Financial Planner responsible for creating comprehensive financial plans and advising clients on various financial issues. The ideal candidate should have a minimum of 3 years’ experience and a Bachelor's Degree along with a CFP certification. Responsibilities include developing financial strategies, ensuring compliance with regulations, and collaborating with the Wealth Management team to enhance client service.

The role demands strong interpersonal skills and expertise in financial planning software.
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