Financial Advisor

Landing Point; Westborough (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Landing Point is seeking a Financial Advisor to join the team and support a lead advisor in servicing an existing client base. The role focuses on client relationships, meetings, financial plan updates, and fiduciary-level service in a collaborative environment.

The candidate should have a Bachelor's degree with 2+ years of experience; CFP designation or progress toward it is highly preferred, and Money Guide Pro experience is valued. Salary is $90,000–$120,000 with bonus potential.

Qualifications

• Bachelor's degree required.
• Two years of experience working as an Investment Adviser Representative (IAR) preferred.
• CFP® designation, or working towards this designation, is highly preferred.
• Experience working with Money Guide Pro is highly preferred.
• FINRA Series 65 license preferred but not required.
• Experience in managing client relationships and delivering fiduciary-level service.
• Strong knowledge of investment products, markets, and financial planning principles.
• Exceptional communication skills with the ability to simplify complex financial concepts.
• Highly organized, client-focused, and results-driven.

Responsibilities

• Support the management and service of client relationships, acting as a secondary point of contact for client inquiries and routine requests.
• Prepare for and participate in client meetings, including agendas, financial plan updates, and follow-up summaries.
• Gather, analyze, and input client data into financial planning software; update and maintain comprehensive financial plans.
• Assist the lead advisor with planning recommendations, implementation, and follow-up on action items.
• Prepare client reports, investment reviews, and performance summaries.
• Maintain CRM records, workflows, and task lists to ensure timely and accurate client service.
• Assist with practice management initiatives, process improvements, and ongoing projects to enhance client experience.

Skills

Investment knowledge

Client relationship management

Communication

Organizational skills

Education

Bachelor's degree

Tools

Money Guide Pro

CRM software

Job description

Company Overview:

A US-based wealth management firm offering comprehensive investment advisory services is seeking a Financial Advisor to join their team and support a lead Financial Advisor in servicing an existing client base.

Job Responsibilities:

• Support the management and service of client relationships, acting as a secondary point of contact for client inquiries and routine requests.
• Prepare for and participate in client meetings, including agendas, financial plan updates, and follow-up summaries.
• Gather, analyze, and input client data into financial planning software; update and maintain comprehensive financial plans.
• Assist the lead advisor with planning recommendations, implementation, and follow-up on action items.
• Prepare client reports, investment reviews, and performance summaries.
• Maintain CRM records, workflows, and task lists to ensure timely and accurate client service.
• Assist with practice management initiatives, process improvements, and ongoing projects to enhance client experience.

Qualifications:

• Bachelor's degree required.
• Two years of experience working as an Investment Adviser Representative (IAR) preferred.
• CFP® designation, or working towards this designation, is highly preferred.
• Experience working with Money Guide Pro is highly preferred.
• FINRA Series 65 license preferred but not required.
• Experience in managing client relationships and delivering fiduciary-level service.
• Strong knowledge of investment products, markets, and financial planning principles.
• Exceptional communication skills with the ability to simplify complex financial concepts.
• Highly organized, client-focused, and results-driven.

Compensation:

Salary: $90,000 - $120,000, Plus Bonus