Financial Advisor

Jobot; Westborough (MA); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Collaborative work environment

Strong referral and BD support

Leadership path opportunities

Job summary

Jobot is actively seeking a experienced Financial Advisor to join their growing Westborough team in a hybrid role. You will manage client relationships, develop financial strategies, and collaborate with senior advisors to deliver holistic planning across investments, retirement, tax, estate and insurance planning.

A strong referral network and a client‑focused mindset are essential. Ideal candidates have 5+ years in wealth management, Series 7/63 (or 65/66), a bachelor’s degree, and CFP

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 investment, retirement, estate, tax, and insurance planning

Skills

Client relationship management

Networking

Communication skills

Education

Bachelor’s degree

Job description

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Job details:

This Jobot Job is hosted by: Merwan Zattam

Salary: $120,000 - $200,000 per year

A bit about us

We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success.

Our client-centric philosophy blends personalized service with a holistic planning approach, covering everything from investment management to retirement, tax, insurance, and estate planning. We believe in building lasting relationships based on trust, transparency, and results.

Beyond our commitment to clients, we’re deeply invested in creating a collaborative and rewarding work culture where talented professionals can thrive. We also take pride in giving back—supporting the communities and charitable organizations that matter most to our team.

If you’re looking for a firm that values professional growth, teamwork, and doing what’s right for clients, we invite you to explore opportunities with us.

Why join us

• Competitive compensation and comprehensive benefits package
• Collaborative and growth-oriented work environment
• Strong referral channels and business development support
• Opportunities for advancement into a lead advisor role

Job Details

Financial Advisor Opportunity

Location: Westborough, MA (Hybrid) | Offices in 6 States

A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships.

Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals.

Who You Are

A dedicated financial professional focused on delivering exceptional client service

Thrive in a team-based environment and value long-term relationship building

Organized, proactive, and solution-oriented

Motivated to grow within a supportive and dynamic firm

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 investment, 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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