Wealth Planning Associate — Client & Support
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-02-12
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
A financial services firm in Massachusetts is seeking an Associate Financial Advisor to support their advisory team in helping clients achieve financial goals. Responsibilities include managing client relationships, preparing reviews, and creating financial plans. Candidates should have relevant designations, 2+ years of experience in wealth management, and strong analytical, organizational, and communication skills. A competitive salary range of $75,000 to $125,000 is offered, with variable compensation based on qualifications.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To 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:
×