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Wealth Advisor - Clients & Lead Strategy; Hybrid

Job in Wayland, Middlesex County, Massachusetts, 01778, USA
Listing for: Orion Talent
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor - Grow Clients & Lead Strategy (Hybrid)
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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