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Wealth Management Advisor: Client‑Centric
Job in
Danvers, Essex County, Massachusetts, 01923, USA
Listed on 2026-01-12
Listing for:
OneDigital
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services firm in Massachusetts seeks a dedicated Financial Advisor to manage client relationships, provide tailored financial advice, and lead prospect development. The role requires expertise in financial planning and wealth management, with a strong focus on sales and client trust. The ideal candidate should have at least 2 years of advisory experience, a relevant Bachelor’s degree, and the ability to exceed sales goals.
This position offers a competitive salary and potential for bonuses based on performance.
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