Financial Advisor

Leoforce; Westborough (MA); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Flexible work environment

Career growth opportunities

Job summary

Leoforce is seeking a mid-level Wealth Advisor in Massachusetts to support client relationships and develop personalized financial strategies. The role involves meeting clients, growing the book of business, and collaborating with senior advisors to deliver holistic planning across investments, retirement, estate, tax, and insurance.

The ideal candidate has 5+ years in wealth management, necessary securities licenses, and a CFP designation preferred.

Qualifications

• Minimum 5 years of experience in wealth management or financial planning.
• Proven ability to develop business and expand client networks.
• Bachelor’s degree and relevant licenses/certifications.
• CFP designation strongly preferred or willingness to obtain within timeframe.
• Clean U-4 record.

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 investments, retirement, estate, tax, and insurance planning.

Education

Bachelor’s degree

Series 7 and 63 licenses

Series 65 and 66 licenses

Life/Health/Variable Annuity licenses preferred

CFP designation strongly preferred

Clean U-4 record

Job description

Job Description

Experience: Mid Level

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

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

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

#accounting-finance #tax #retirement #series-7 #series-65 #insurance #estate #income-tax #investments #tax-planning #wealth-management #tax-review #federal-and-state-tax #cfp #tier2