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Financial Advisor Trainee: Fast Track to Senior Advisor
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-08-22
Listing for:
Armstrong Advisory Group
Apprenticeship/Internship
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Armstrong Advisory Group in Needham, MA seeks an energetic, organized individual to support a growing advisory practice. You will work with the Senior Financial Advisor to provide investment and financial planning services, while handling paperwork and client communication.
The role offers a fast track to Senior Financial Advisor within 5 years, requires CFP progress, Series 65/Life/Health licenses, and involves local travel in New England, primarily MA/RI.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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