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Independent Wealth Advisor — Client-Focused, -Driven; Hybrid
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-01-06
Listing for:
TalentLink Solutions
Full Time, Contract
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A premier financial advisory firm in Worcester, MA is looking for a dedicated Financial Advisor to support client relationships and provide tailored financial planning solutions. The role involves monitoring leads, conducting client reviews, and collaborating with the advisory team. Desired qualifications include a Bachelor’s degree in Finance or Economics, relevant experience in financial advisory, and proficiency in financial software. This full-time position offers competitive compensation, bonuses, medical insurance, and a hybrid work schedule.
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