Jobot is seeking an experienced Financial Planner in Westborough, MA, to join a nationally recognized wealth management firm. The role involves delivering holistic financial planning services, building client relationships, and driving business development in a collaborative, growth-focused environment.
Candidates should have 5+ years in wealth management, Series 7/63 (or 65/66) licenses, a bachelor’s degree, and a CFP designation is highly preferred or attainable within a set timeframe.
#J-18808-LjbffrWealth Planner & Client Advisor (Series 7/63) in westborough at Unknown Company
This position is listed as full time and onsite.