Financial Advisor

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

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Lead advisor path

Strong referral channels

Job summary

LeoForce in Westborough, MA is seeking an experienced Financial Advisor to join our nationally recognized wealth management team. This hybrid role focuses on ongoing client service, developing financial strategies, and building long-term relationships.

You will support senior advisors, cultivate new business through networking and referrals, and stay current with market trends to deliver holistic guidance across 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.

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.

Skills

Wealth management

Client relationship building

Prospecting & networking

Communication skills

Education

Bachelor's degree

CFP designation

Tools

Series 7 & 63 licenses

Job description

Experience: Senior Level
Salary: $120,000 - $200,000 per year

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 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 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