×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant

Northeast Financial Planning Engagement Lead

Job in Worcester, Worcester County, Massachusetts, 01609, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Worcester, MA seeks a Financial Planning Engagement Desk Associate to educate Financial Advisors on advanced financial planning tools and concepts. This role involves collaborating with key stakeholders to enhance effectiveness in delivering planning strategies. Candidates should possess Series 7 and 66 licenses, a Bachelor's degree, and strong organizational and communication skills. The position offers a competitive salary ranging from $90,000 to $120,000 annually, with opportunities for professional development in a diverse work environment.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search