Financial Advisor (2 Openings)

Jobot; Westborough (MA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development support

Job summary

Jobot is hiring a Financial Advisor for their Westborough location. This role requires 3-10 years of experience in wealth management or financial planning. Responsibilities include managing client relationships, delivering financial planning services, and conducting client meetings. The position offers a competitive base salary of $100,000 to $140,000 plus a performance-based bonus and a comprehensive benefits package. The ideal candidate should have strong communication skills and a Bachelor’s degree, with a CFP® designation preferred.

Qualifications

• Minimum 3 years of relevant experience in wealth management or financial planning.
• CFP® designation required within the first year of employment.
• Strong client relationship and communication skills.

Responsibilities

• Partner with senior advisors to manage existing client relationships.
• Conduct client meetings and portfolio reviews.
• Deliver comprehensive financial planning across multiple areas.

Skills

Client relationship skills

Communication skills

Financial concept translation

Education

Bachelor’s degree

CFP® designation (preferred)

Tools

Series 7 & 63 (or 65/66)

Job description

Job Overview

Financial Advisor – 2 positions (3–5 years experience and 5–10 years experience). Salary ranges from $100,000 to $140,000 base plus an annual bonus and a comprehensive benefits package. Located in Westborough, MA with on‑site and flexible duties, including travel to client meetings.

Roles & Responsibilities

• Partner with senior advisors to support and manage existing client relationships.
• Gradually transition into primary advisor responsibility for assigned accounts.
• Deliver comprehensive financial planning across investments, retirement, estate, tax strategies, and insurance planning.
• Conduct client meetings, portfolio reviews, and ongoing relationship management.
• Provide high‑touch, personalized service aligned with client goals.
• Collaborate internally to ensure seamless client experience.

Business Development (Future Focus)

• Build relationships and contribute to growth over time.
• Leverage referrals, centers of influence, and networking.
• Increase business‑development responsibilities as client ownership grows.

Qualifications

• Bachelor’s degree required.
• Relevant experience in wealth management or financial planning (3–10 years depending on level).
• CFP® designation preferred; required within the first year of employment.
• Strong client relationship and communication skills.
• Ability to translate complex financial concepts into clear, actionable advice.
• Series 7 & 63 (or 65/66) required.
• Clean U4 record.

Ideal Candidate Profile

• Client‑focused and relationship‑driven.
• Team‑oriented with a desire to grow into a lead advisor role.
• Comfortable inheriting and managing an existing book of business.
• Motivated by long‑term career development rather than pure sales production.

Benefits

• Competitive base salary with performance‑based bonus.
• Comprehensive benefits package: medical, dental, vision, 401(k) with company match, paid time off, holidays, life and disability insurance.
• Professional development support including certification reimbursement and mentorship (CFP®, etc.).

Why This Role

• Established firm with a strong referral flow and client base.
• Clear succession path to lead advisor.
• Collaborative team environment.
• Competitive compensation with growth upside.

Equal Opportunity Statement

Jobot is an Equal Opportunity Employer. All qualified applicants will 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 prohibits harassment of applicants or employees based on any of these protected categories and complies with all applicable federal, state, and local laws regarding consideration of unemployment status.