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Financial Consultant Financial Advisor

Wealth Advisor: Holistic Planning & Digital Guidance

Job in Lawrence, Essex County, Massachusetts, 01842, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Massachusetts seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to diverse clients. You will build relationships and support client needs beyond just investments, ensuring an exceptional investor experience. Candidates should have a strong background in client relationship management, be licensed as Series 7 and 66, and possess at least 2 years of experience in a financial advisory role.
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