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Territory Wealth Planner Tech Tools & Referrals
Job in
Sturbridge, Worcester County, Massachusetts, 01566, USA
Listed on 2025-11-27
Listing for:
Cornerstone Bank
Full Time
position Listed on 2025-11-27
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A prominent financial institution is seeking a Financial Planner for its wealth management team in Sturbridge, Massachusetts. This role involves growing investment business through established bank relationships and community engagement. Applicants should have a minimum of 5 years in financial services and relevant certifications. A competitive salary ranging from $50,000 to $150,000 is offered based on experience, with additional support and resources provided.
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