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Wealth Advisor: Build Trusted Client Plans & Growth
Job in
Danvers, Essex County, Massachusetts, 01923, USA
Listed on 2026-08-22
Listing for:
OneDigital
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
One Digital is hiring a Financial Advisor to build and maintain client relationships, understand client needs, and deliver exceptional guidance in wealth management, retirement planning, and education meetings.
You will support business development through events, campaigns, and proposals while meeting with clients to align plans with goals and risk tolerance. Collaboration with Portfolio Management ensures best financial solutions and ongoing client support.
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