Financial Advisor: Grow Relationships & Lead Client Strategy
Job in
Lynn, Essex County, Massachusetts, 01910, USA
Listed on 2026-08-20
Listing for:
CCR Wealth Management
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
CCR Wealth Management in Massachusetts is looking for an ambitious Financial Advisor to join our team and grow long-term client relationships. You will work with senior advisors to support and manage a diverse book of clients, delivering tailored financial guidance and investment strategies.
Ideal candidates have 5–10 years of wealth management experience, a Bachelor's degree, and licenses (Series 7 and 63 or 65/66).
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