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Financial Advisor II — CFP , Client Impact
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-02-06
Listing for:
Grimes & Co
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A registered investment advisory firm in Westborough, Massachusetts is seeking a Financial Advisor II to join their client-focused team. The role involves supporting existing client relationships, participating in meetings, and employing financial planning software. Ideal candidates should have a Bachelor's degree, prefer the CFP® designation, and possess strong communication skills. Benefits include a comprehensive package with retirement plans, health insurance, and flexible work hours.
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