A financial services company in Boston is seeking a Senior Branch Advisor who will provide personalized financial guidance to clients. This role involves meeting clients in person, offering solutions for their financial needs including retirement planning and investment advice. Candidates require a Bachelor’s degree and at least 5 years of experience in financial planning or wealth management, along with necessary FINRA registrations. The position is full-time in customer service and finance, offering a competitive salary and annual bonus.
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Senior Branch Wealth Advisor - Personal Financial Planner in boston at Unknown Company
This position is listed as full time and onsite.