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Support Advisor/Para-Planner
COMPANY DESCRIPTION We are an independent wealth management firm based in Massachusetts. Successful families work with us to implement personal and intelligent plans so they may live their lives to their fullest potential. We have a unique culture that truly defines us. The core characteristics are demonstrated by our employees’ consistent actions, work ethic, and caring DNA. Below is a list of key characteristics and attributes of a successful Journey employee: Highest levels of integrity, ethics, and kindness Client driven Curious Self-motivated Collaborative Proactive Flexible Entrepreneurial We operate our firm in many ways that are significantly different from other advisory and
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