Financial Advisor (2 Openings)

Join Us! This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand 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 Step into a role where you’ll support and gradually take ownership of existing client relationships—no need to build a book from scratch. Defined Career Progression Structured path to becoming a primary advisor, with mentorship from senior partners and long-term growth opportunities. Collaborative, Team-Based Environment Work alongside experienced advisors in a supportive setting that values knowledge sharing, development, and client-first thinking. Competitive Compensation Attractive base salary with performance-based bonus and flexibility for experienced candidates. Comprehensive Benefits Package 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®, including potential reimbursement and mentorship. Job Details Financial Advisor (2 Openings) 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 (flexible for the right candidate) Experience: 5–10 years in wealth management / financial planning CFP®: Preferred; required within 6–12 months of hire 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. ________________________________________ 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 Investments 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 ________________________________________ Interested in hearing more? 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