Hybrid Wealth Advisor - Portfolios & Lead Planning
Job in
Boxborough, Middlesex County, Massachusetts, 01719, USA
Listed on 2025-12-22
Listing for:
Cambridge Investment Research
Full Time
position Listed on 2025-12-22
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Boxborough
A financial services company is seeking a dynamic Wealth Advisor to join their growing team in Boxborough, MA. This W-2 opportunity allows experienced advisors to build client relationships in a supportive environment. Responsibilities include providing tailored investment advice, managing client portfolios, and mentoring junior staff. The ideal candidate possesses strong investment management skills and holds FINRA Series 7 and 63 or 65 certifications.
A comprehensive benefits package supports your health and work-life balance, along with a hybrid schedule requiring three days in the office.
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