Financial Advisor (2 Openings)

Job Overview Financial Advisor – 2 positions (3–5 years experience and 5–10 years experience). Salary ranges from $100,000 to $140,000 base plus an annual bonus and a comprehensive benefits package. Located in Westborough, MA with on‑site and flexible duties, including travel to client meetings. Roles & 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. Business Development (Future Focus) Build relationships and contribute 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 the 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 Competitive base salary with performance‑based bonus. Comprehensive benefits package: medical, dental, vision, 401(k) with company match, paid time off, holidays, life and disability insurance. Professional development support including certification reimbursement and mentorship (CFP®, etc.). Why This Role Established firm with a strong referral flow and client base. Clear succession path to lead advisor. Collaborative team environment. Competitive compensation with growth upside. Equal Opportunity Statement Jobot is an Equal Opportunity Employer. All qualified applicants will 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 prohibits harassment of applicants or employees based on any of these protected categories and complies with all applicable federal, state, and local laws regarding consideration of unemployment status. #J-18808-Ljbffr Jobot