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Financial Consultant Financial Advisor

Senior Wealth Advisor — Strategic Financial Planning

Job in Springfield, Hampden County, Massachusetts, 01119, USA
Listing for: Citadel Federal Credit Union
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial institution in Massachusetts is looking for a Sr. Financial Advisor to provide investment and insurance advice to clients. The ideal candidate has over 5 years of sales experience and required certifications, like NASD Series 7 and 63. The role involves developing financial plans tailored to clients' needs and offering high-quality advice, ensuring compliance with operational procedures.
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Position Requirements
10+ Years work experience
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