Financial Advisor

CCR Wealth Management; Lynn (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

CCR Wealth Management in Massachusetts is looking for an ambitious Financial Advisor to join our team and grow long-term client relationships. You will work with senior advisors to support and manage a diverse book of clients, delivering tailored financial guidance and investment strategies.

Ideal candidates have 5–10 years of wealth management experience, a Bachelor's degree, and licenses (Series 7 and 63 or 65/66).

Qualifications

• 5-10 years of wealth management and/or financial planning experience.
• Bachelor’s degree from a nationally recognized institution.
• Series 7 and 63 (or 65 and 66) licenses required.
• Life/Health/Variable Annuity licenses preferred.
• CFP designation strongly preferred or the ability to obtain it within a designated timeframe.
• Clean U-4 record

Responsibilities

• Work closely with senior advisors to support and manage client relationships.
• Cultivate relationships with prospective clients and leverage referral networks to drive growth.
• Develop a pipeline of new business through networking, prospecting, and centers of influence.
• Provide exceptional service and financial guidance, ensuring clients receive personalized strategies.
• Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning.
• Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs.

Skills

Interpersonal skills

Team collaboration

Client relationship building

Financial guidance

Presentation skills

Education

Bachelor’s degree

Job description

CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!

Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 5 states and headquartered in Westborough, MA. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.

Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.

Who You Are

• Dedicated and client-focused financial professional looking for the next step in your career
• Thrive in a team-oriented environment
• Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
• Highly organized, proactive, solution-oriented
• Motivated to grow within a supportive and dynamic firm

Responsibilities

• Work closely with senior advisors to support and manage their client relationships
• Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth
• Develop a pipeline of new business through networking, prospecting, and centers of influence
• Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals
• Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning
• Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs

Qualifications

• 5-10 years of relevant industry experience in wealth management and/or financial planning
• Strong interpersonal and communication skills to build trust and lasting client relationships
• The ability to translate complex financial concepts into clear, actionable guidance for clients
• A proven track record of business development and client network expansion
• Bachelor’s degree from a nationally recognized 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 the ability to obtain it within a designated timeframe