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Financial Advisor/Wealth Manager – Entry Level
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-08-30
Listing for:
Nichols College
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Financial Advisor/Wealth Manager – Entry Level
Recruitment began on September 11, 2025
and the job listing Expires on August 31, 2026
A Four-Time Best Workplaces company.
- Identifies and sets appointments with potential clients
- Works closely with a mentor to meet with clients and assess their financial needs
- Designs, develops, and implements a marketing plan
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them achieve their goals
- Provides ongoing consultation and support
- One-on-One training from seasoned leaders in the financial planning industry.
- A comprehensive training program that includes financial planning, marketing techniques, asset management, and client service
- Uncapped earning potential
- Numerous career path options, including financial advisor, CFP, CPA, and management opportunities.
- Bachelor’s degree (preferably in business or an industry related field)
- Ability to obtain licenses
* U.S. Citizen or Permanent Resident
Position Requirements
Less than 1 Year
work experience
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