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Financial Consultant Financial Advisor

Lead Wealth Advisor - Generations Planning

Job in Westwood, Norfolk County, Massachusetts, 02090, USA
Listing for: Heritage Financial Services, LLC
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a Lead Advisor to serve as the primary advisor for clients, providing comprehensive financial planning, including investment management and client relationship building. The role emphasizes personalized service and requires a Bachelor's degree in finance or a related field with 2 years of experience. Strong communication and organizational skills are vital. This full-time position offers benefits including PTO, medical insurance, and a 401(k).
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