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Financial Consultant Financial Advisor

Wealth Planning Associate: Build Holistic Financial Plans

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Windward Recruiting
Full Time position
Listed on 2026-05-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Windward Recruiting is seeking an experienced Associate Wealth Advisor to join their planning-centric team in Needham, Massachusetts. This role involves developing personalized wealth strategies, managing client relationships, and ensuring compliance with advisory standards. Candidates should have a Bachelor’s Degree and 4+ years in financial services, with skills in financial analysis, risk management, and interpersonal communication. The firm offers a competitive salary, bonuses, and a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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