Financial Advisor: Relationships & Lead Client Strategy
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
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).
Are you ready to take on the Financial Advisor:
Grow Relationships & Lead Client Strategy role at CCR Wealth Management?
We are looking to fill the Financial Advisor:
Grow Relationships & Lead Client Strategy position at CCR Wealth Management in Lynn, MA, United States.
The Financial Advisor:
Grow Relationships & Lead Client Strategy role at CCR Wealth Management is now open for applications in Lynn, MA, United States.
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