Wealth Advisor - Harvard Federal Credit Union
lplfinancial is hiring for Wealth Advisor - Harvard Federal Credit Union in Cambridge, MA. Mid level. First seen October 10, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- lplfinancial
- Where
- Cambridge, MA
- Level
- Mid
- First seen
- October 10, 2026
- Listed via
- Workday
What the posting says
This role will require the employee to work on-site at the local bank branch located in Cambridge, MA. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of…
Read more and apply on lplfinancial's site
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