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Aspiring Family CFO Advisor
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-06-30
Listing for:
Nichols College
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Moneta, located in Dudley, Massachusetts, is looking for an Associate Advisor to join their Family CFO business. The role involves managing client relationships and facilitating diverse financial services, including investment management and estate planning.
Qualified candidates will have 3-5 years of experience, a Series 65 license, and a desire to transition to an Advisor role within 1 to 3 years. Benefits include paid holidays, medical insurance, and a 401k match.
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