Financial Advisor (2 Openings)

Job Title Financial Advisor (2 Openings) Location Westborough, MA (on-site / flexible – travel to client meetings when needed) Overview Our client, a growing independent wealth management firm, is expanding their Westborough office and hiring two Financial Advisors at different experience levels. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships. Experience Levels Financial Advisor (3–5 Years Experience) Compensation: $100K – $110K base + annual bonus Experience: 3–5 years in wealth management / financial planning CFP®: Preferred; required within 6–12 months of hire Financial Advisor (5–10 Years Experience) Compensation: $120K – $140K+ base + annual bonus Experience: 5–10 years in wealth management / financial planning CFP®: Preferred; required within 6–12 months of hire Role Overview Both positions are focused on supporting and transitioning an existing client base from senior advisors/partners. Over time, you will become the lead advisor on these accounts, with business development becoming a larger part of the role as you grow. Key Responsibilities Partner with senior advisors to support and manage existing client relationships Gradually transition into primary advisor responsibility for assigned accounts Deliver comprehensive financial planning across investments, retirement, estate, tax strategies, and insurance planning Conduct client meetings, portfolio reviews, and ongoing relationship management Provide high-touch, personalized service aligned with client goals Collaborate internally to ensure seamless client experience Future Business Development Begin building relationships and contributing to growth over time Leverage referrals, centers of influence, and networking Increase business development responsibilities as client ownership grows Qualifications Bachelor’s degree required Relevant experience in wealth management or financial planning (3–10 years depending on level) CFP® designation preferred; required within first year of employment Strong client relationship and communication skills Ability to translate complex financial concepts into clear, actionable advice Series 7 & 63 (or 65/66) required Clean U4 record Ideal Candidate Profile Client-focused and relationship-driven Team-oriented with a desire to grow into a lead advisor role Comfortable inheriting and managing an existing book of business Motivated by long-term career development rather than pure sales production Benefits Medical, dental, and vision insurance 401(k) with company match Paid time off and holidays Life and disability insurance Professional development support (including potential reimbursement for CFP® certification) Equal Opportunity Employer Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr Jobot