Financial Advisor

Jobot; Milford (MA); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

Competitive pay

Collaborative team

Career growth

Flexible work

Innovative projects

Transparent leadership

Professional development

Job summary

Jobot, a fast-growing wealth management firm in Milford, MA, is seeking an experienced financial advisor to join our team. You will partner with senior advisors to support client relationships and develop personalized financial strategies for high-net-worth individuals.

You will identify new business opportunities through networking and referrals, stay ahead of market trends, and deliver holistic guidance on investments, retirement, estate, tax, and insurance planning.

Qualifications

• Minimum 5 years of experience in wealth management or financial planning.
• Proven ability to develop business and expand client networks.
• CFP designation strongly preferred or willingness to obtain within a designated timeframe.

Responsibilities

• Support and manage client relationships in partnership with senior advisors
• Cultivate new business through networking, prospecting, and referral networks
• Conduct client meetings and develop personalized financial strategies
• Stay current with market trends and proactively recommend solutions
• Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning

Skills

Client relationship management

Business development

Communication skills

Licensing: Series 7/63

Education

Bachelor's degree

Job description

Salary: $130,000 - $140,000 per year

A bit about us

We are a fast-growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long-term value to our clients. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.

Why join us?

• Competitive compensation and comprehensive benefits package
• Opportunity to work with a collaborative and high-performing team
• Career growth and advancement opportunities within a growing organization
• Flexible work environment that supports work-life balance
• Exposure to innovative projects and industry-leading solutions
• Leadership team that values transparency, communication, and employee success
• Culture centered around teamwork, accountability, and professional development

Job Details

Key Responsibilities

• Support and manage client relationships in partnership with senior advisors
• Cultivate new business through networking, prospecting, and referral networks
• Conduct client meetings and develop personalized financial strategies
• Stay current with market trends and proactively recommend solutions
• Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning

Qualifications

• Minimum 5 years of experience in wealth management or financial planning
• Proven ability to develop business and expand client networks
• Strong interpersonal and communication skills
• Bachelor’s degree from an accredited 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 willingness to obtain within a designated timeframe

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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 (40 and over), 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.