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Senior Wealth Advisor & Strategist
Job in
Springfield, Hampden County, Massachusetts, 01119, USA
Listed on 2026-02-16
Listing for:
Naifahouston
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a Senior Financial Advisor to provide personalized financial planning for clients in Springfield, MA. The role involves fostering long-term relationships, designing strategies based on life goals, and expanding a book of business through trust and referrals. Ideal candidates will have 5+ years of relevant experience, strong communication skills, and active securities licensing. Competitive compensation and professional growth opportunities are offered.
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Position Requirements
10+ Years
work experience
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