Fiduciary Financial Advisor; Series - Wealth Planning
Job in
Wayland, Middlesex County, Massachusetts, 01778, USA
Listed on 2026-07-28
Listing for:
BOSTON WEALTH MANAGEMENT LTD
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Boston Wealth Management LLC (BWM) is seeking a knowledgeable Financial Advisor with an active Series 65 license to provide investment advisory services and educate clients on financial strategies. The role emphasizes fiduciary standards, strong analytics, and effective client communication to help clients pursue long-term financial well-being.
The ideal candidate will have 2–5 years of advisory experience, a bachelor's degree in finance/economics or related field, and proficiency with CRM
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