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Senior Financial Advisor – Goals- Wealth Strategy
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2025-12-25
Listing for:
Bank of America
Full Time
position Listed on 2025-12-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for an experienced Financial Advisor in Wellesley, Massachusetts. This role requires at least 5 years of relevant experience, strong client management abilities, and the ability to deliver customized financial strategies. With a competitive compensation package, you'll play a vital role in helping clients achieve their financial goals through personalized advice. Candidates must possess FINRA Series 7 & 66 registrations and have a proven track record in business development and relationship building.
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Position Requirements
10+ Years
work experience
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