Financial Advisor (2 Openings)
$100k - $140kJobot
Join Us! This Jobot Job is hosted by: Julia Toms
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $140,000 per year A bit about us: We are a growing hybrid RIA offering both fee-based financial planning and brokerage services. Why join us?
Collaborative, Team-Based Environment
401(k) with company match
Paid time off and holidays
Life and disability insurance
Location: Westborough, MA (on-site / flexible – travel to client meetings when needed)
1. Financial Advisor (3–5 Years Experience)
2. Financial Advisor (5–10 Years Experience)
________________________________________
?? 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.
This is an ideal opportunity for advisors who want:
?? Key Responsibilities
o Retirement
o Estate
o Tax strategies
o Insurance planning
?? Business Development (Future Focus)
?? Qualifications
?? Ideal Candidate Profile
?? Why This Role
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $140,000 per year A bit about us: We are a growing hybrid RIA offering both fee-based financial planning and brokerage services. Why join us?
- Built-In Client Base & Clear Path to Lead Advisor
- Defined Career Progression
Collaborative, Team-Based Environment
- Work alongside experienced advisors in a supportive setting that values knowledge sharing, development, and client-first thinking.
- Competitive Compensation
- Comprehensive Benefits Package
401(k) with company match
Paid time off and holidays
Life and disability insurance
- Professional Development Support
Location: Westborough, MA (on-site / flexible – travel to client meetings when needed)
1. Financial Advisor (3–5 Years Experience)
- Compensation: $100K – $110K base + annual bonus
- Experience: 3–5 years in wealth management / financial planning
- CFP®: 1000Preferred; required within 6–12 months of hire
2. 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.
This is an ideal opportunity for advisors who want:
- A built-in book of business (not starting from scratch)
- A clear path to lead advisor responsibility
- 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:
o Retirement
o Estate
o Tax strategies
o 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
Vacancy posted 3 hours ago
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