Financial Advisor

Financial Advisor $130,000 - $140,000 per year | Westborough, MA | On-site | Permanent A bit about us: We are a fast‑growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long‑term value to our clients. With a strong national presence and a people‑first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward‑thinking environment. Why join us? Competitive compensation and comprehensive benefits package Opportunity to work with a collaborative and high‑performing team Career growth and advancement opportunities within a growing organization Flexible work environment that supports work‑life balance Exposure to innovative projects and industry‑leading solutions Leadership team that values transparency, communication, and employee success Culture centered around teamwork, accountability, and professional development Job Details 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 Equal Opportunity Statement 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. #J-18808-Ljbffr