Strategic Financial Planning & Investment Advisor
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Jobtailor in Worcester, MA seeks a client-focused financial professional to provide comprehensive planning and investment guidance. You will meet with clients, triage leads, build financial plans, and recommend brokerage products.
The role requires Series 7 and 66 licenses (63/65 in lieu of 66), at least one year in investments and financial services or sales, plus strong communication, relationship-building, and time-management skills.
#J-18808-LjbffrTo 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).
(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:
×