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Nichols College

Associate Wealth Advisor: Client Impact & Growth

Nichols College, Dudley, Massachusetts, us, 01571

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A financial services firm is seeking an Associate, Wealth Advisor to join their wealth management team in Dudley, Massachusetts. This role involves supporting high-net-worth clients, preparing financial planning materials, and collaborating with experienced Wealth Advisors. The candidate must have a Bachelor's degree, strong ethical standards, and previous experience in financial services. The ideal candidate should also hold a Series 65 license or be willing to obtain one within 120 days. Skills in communication, organization, and flexibility are essential. #J-18808-Ljbffr