×
Register Here to Apply for Jobs or Post Jobs. X

Senior Financial Advisor – Goals- Wealth Strategy

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
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
Position: Senior Financial Advisor – Goals-Based Wealth Strategy
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.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary