Private Client Advisor: Digital Wealth & Relationships

Brockton Visiting Nurse Association is seeking an experienced Financial Advisor. In this role, you will champion client relationships and deliver personalized investment solutions. Key qualifications include a minimum of 2 years in a financial role, a valid Series 7 and Series 66 licenses, and the ability to integrate client needs with financial coaching. A Bachelor's degree and CFP® certification are preferred. This position supports a diverse workplace dedicated to client success and integrity.
#J-18808-Ljbffr