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Financial Consultant

AI-Driven Wealth Advisor — Part-Time & Client-Focused

Job in Cambridge, Middlesex County, Massachusetts, 02140, USA
Listing for: Datalign Advisory Inc.
Part Time position
Listed on 2026-01-13
Job specializations:
  • Sales
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory services firm based in Cambridge is seeking a part-time Investment Advisory Representative. The role involves guiding clients through financial advisory solutions, managing outreach processes, and nurturing relationships with advisory firms. Candidates should have 3+ years in investment advisory, a customer-centered sales background, and an active Series 65 license. Join a dynamic team dedicated to enhancing financial outcomes for clients while leveraging innovative platforms.
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