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Financial Consultant Financial Advisor

Wealth & Investment Advisor – Western MA

Job in Westborough, Worcester County, Massachusetts, 01581, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution in Westborough is seeking an advisor to help clients achieve financial goals through tailored services. Responsibilities include triaging leads, meeting clients for financial reviews, and providing insights into investment strategies. Candidates must hold Series 7 and 66 licenses, have a background in financial services, and demonstrate the ability to build relationships. This position offers a salary range of $70,000 - $80,000 annually and great benefits.
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