Leoforce is seeking a mid-level Wealth Advisor in Massachusetts to support client relationships and develop personalized financial strategies. The role involves meeting clients, growing the book of business, and collaborating with senior advisors to deliver holistic planning across investments, retirement, estate, tax, and insurance.
The ideal candidate has 5+ years in wealth management, necessary securities licenses, and a CFP designation preferred.
#J-18808-LjbffrWealth Advisor: Growth Paths, Flexible Work in westborough at Unknown Company
This position is listed as full time and onsite.