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Wealth Advisor – Client & Investment Planning

Job in Holyoke, Hampden County, Massachusetts, 01040, USA
Listing for: PeoplesBank
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 40000 USD Yearly USD 40000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor – Client Growth & Investment Planning
A leading financial institution is seeking a Wealth Advisor to provide comprehensive investment advisory services and build client relationships. This position requires excellent communication skills, a Bachelor’s degree, and relevant FINRA licenses. The role offers a base salary of $40,000 plus commissions, with opportunities for business development through community engagement and banking center collaborations. The ideal candidate has experience in customer service and financial advisory, and thrives in a dynamic work environment.
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