Wealth Planning Associate - Build Plans, Guide Clients

A financial services firm in Needham, MA, is seeking an Associate Wealth Advisor to work with clients on retirement and investment strategies. The ideal candidate will develop financial plans, manage client interactions, and work within a collaborative team. A Bachelor's Degree and Series 65 are required, along with 2+ years of experience in financial planning. Competitive salary of $70,000 - $75,000 with benefits. #J-18808-Ljbffr