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Fiduciary Financial Advisor - Client Planning

Job in Sunderland, Franklin County, Massachusetts, 01375, USA
Listing for: Dale A. Frank Financial Group
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Fiduciary Financial Advisor - Client Planning & Growth
Location: Sunderland

A financial services firm located in Sunderland, MA is seeking a detail-oriented Financial Advisor to assist clients with customized financial plans. The ideal candidate will have at least 2 years of financial services experience and a Life and Health license. Responsibilities include preparing financial plans, ensuring compliance with regulations, and fostering strong client relations. This position offers a competitive salary starting at $60,000 plus commission, along with ongoing education benefits and potential for career advancement.
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