About this role
Financial Advisor - Westwood, MA at Savant Capital LLC. Location: Westwood, Massachusetts, United States. Role: Managing client relationships, Developing financial plans, Collaborating with support teams Requirements: 2–5 years in financial advisory or advisory support; Bachelor's degree; MBA preferred; CFP preferred; client relationship and financial planning skills Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Financial planning/investment tools Certifications: cfp Commitment: Full Time Workplace: Remote Languages: English