Financial Advisor

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

Job summary

Jobot in Milford, MA is seeking an experienced wealth management professional to join our fast-growing team.

You will support senior advisors, build client relationships, and develop personalized financial strategies covering investments, retirement, estate, tax, and insurance.

With a minimum of five years in wealth management, you will leverage market insights and a robust network to grow the business while upholding our integrity and client-first culture.

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.

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

Wealth management

Client relationships

Networking

Communication

Financial analysis

Education

Bachelor's degree

Tools

Series 7

Series 63

CFP designation

Job description

Job details

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

This Jobot Job is hosted by: Adrionna Roy

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

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

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.

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.

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