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Financial Advisor Financial Consultant Financial Services

Wealth Planning Advisor | CFP Expert

Job in Worcester, Worcester County, Massachusetts, 01609, USA
Listing for: Cape Cod Five Cents Savings Bank
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A Massachusetts financial institution is seeking a Financial Planner to develop financial plans for clients in collaboration with Wealth Management officers. The ideal candidate should have a Bachelor's degree, CFP certification, and a minimum of three years of experience in financial planning. Responsibilities include advising clients on planning issues and ensuring compliance with financial regulations. This role emphasizes client service and the ability to work collaboratively within the department.
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