Financial Planner (Series 7/63/65/66)

Westborough,MA, US Job Description Experience: Mid Level Salary: $120,000 - $200,000 per year Job Details Who You Are A dedicated financial professional focused on delivering exceptional client service Thrive in a team-based environment and value long-term relationship building Organized, proactive, and solution-oriented Motivated to grow within a supportive and dynamic firm Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor’s degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or willingness to obtain within a designated timeframe A bit about us: A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships. Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals. Why join us? Competitive compensation and comprehensive benefits package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role

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