Financial Advisor

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

Benefits offered by this job

Competitive compensation and benefits

Career growth and advancement

Flexible work environment

Job summary

LeoForce is seeking a mid-level wealth management professional in Westborough, MA to join our financial advisory team. You will support and manage client relationships with senior advisors and help craft personalized investment, retirement, estate, tax, and insurance strategies.

Requirements include at least 5 years in wealth management, a Bachelor’s degree, and series 7/63 licenses. CFP designation is strongly preferred or obtainable within the designated timeframe; you will cultivate new

Qualifications

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

Responsibilities

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

Skills

Client relationships

Networking

Communication skills

Business development

Education

Bachelor's degree

CFP designation preferred

Tools

Series 7 & 63

Life/Health/Variable annuity licenses

Job description

Job Details

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

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