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Wealth Advisor - Clients & Lead Strategy; Hybrid
Job in
Wayland, Middlesex County, Massachusetts, 01778, USA
Listed on 2026-02-14
Listing for:
Orion Talent
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking an experienced Wealth Advisor to manage client relationships and drive growth through exceptional service and business development. This role involves generating new business opportunities and qualifying leads, requiring a bachelor's degree in finance or related fields, along with 3-5 years of relevant experience. Strong communication and analytical skills are essential, along with proficiency in financial tools and a client-focused approach.
This position offers a hybrid work schedule with competitive compensation.
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