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Strategic Investment & Financial Planning Advisor

Job in Worcester, Worcester County, Massachusetts, 01609, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a financial advisor to provide customized solutions to clients in Massachusetts. The role involves developing financial plans, recommending investment strategies, and building strong client relationships. Candidates must hold Series 7 and 66 licenses, with at least one year of experience in the investments or financial services industry. The position requires excellent communication and client management skills.

This role offers a salary range of $65,000 to $80,000, along with industry-leading benefits.
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