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Driven Wealth Advisor: Build Lasting Client Relationships
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-07-10
Listing for:
Ccr-Wealth-Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CCR Wealth Management, headquartered in Westborough, MA, seeks a Financial Advisor to join a collaborative team. You will support senior advisors, manage client relationships, and develop new business through networking and referrals.
Ideal candidates have 5–10 years in wealth management, strong communication skills, and the ability to translate complex concepts into actionable plans. CFP preferred or obtainable within a designated timeframe.
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