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Financial Advisor Financial Consultant

Wealth Planning Associate - Build Plans, Guide Clients

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2025-12-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 75000 USD Yearly USD 70000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Needham, MA, is seeking an Associate Wealth Advisor to work with clients on retirement and investment strategies. The ideal candidate will develop financial plans, manage client interactions, and work within a collaborative team. A Bachelor's Degree and Series 65 are required, along with 2+ years of experience in financial planning. Competitive salary of $70,000 - $75,000 with benefits.
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Position Requirements
10+ Years work experience
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