Financial Advisor (2 Openings)

Financial Advisor (2 Openings) Location: Westborough, MA (on-site / flexible – travel to client meetings when needed) Compensation: $100,000 - $140,000 per year (depending on experience) Our client is a growing independent wealth management firm expanding their Westborough office. 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 Support and transition an existing client base from senior advisors/partners Gradually become the lead advisor on these accounts and grow business development responsibilities This is an ideal opportunity for advisors who want a built-in book of business, a clear path to lead advisor responsibility, and long-term growth within an established firm. 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 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 Business Development (Future Focus) 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 Why This Role Established firm with strong referral flow and client base Clear succession path to lead advisor Collaborative team environment Competitive compensation with growth upside Benefits Medical, dental, and vision insurance 401(k) with company match Paid time off and holidays Life and disability insurance Professional Development Support (support for obtaining and maintaining certifications such as CFP®) 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, 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 Jobot