Financial Advisor (CFP Preferred)

Jobot; Westborough (MA); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Full benefits

Friendly company culture

Career growth opportunities

Job summary

A national wealth management firm is seeking a Financial Advisor to support client relationships and drive business growth. The role requires 3-5 years of relevant experience and strong interpersonal skills to deliver personalized financial strategies. You will work closely with senior advisors in a collaborative environment while managing a diverse book of clients. This firm promotes professional development and offers a competitive salary plus bonuses based on performance.

Qualifications

• 3-5 years of relevant industry experience in wealth management and financial planning.
• Strong verbal and written communication skills for building trust.
• Ability to simplify complex financial concepts for clients.

Responsibilities

• Support and manage client relationships alongside senior advisors.
• Develop new business through networking and referrals.
• Conduct client meetings to review and strategize financial portfolios.
• Stay updated on market trends and client needs.

Skills

Client relationship management

Interpersonal skills

Business development

Financial planning

Organizational skills

Education

Bachelor's degree from a nationally recognized institution

Series 7 and 63 (or 65 and 66)

CFP® designation

Job description

Overview

Want to learn more about this role and Jobot? Follow our Jobot logo and LinkedIn page. This Jobot Job is hosted by Julia Toms. Easy Apply by clicking the "Easy Apply" button and sending us your resume.

Salary $100,000 - $125,000 per year

A Bit About Us The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you.

Why join us?

• Exponential Growth
• Full benefits
• Friendly Culture

Job Details

Position Financial Advisor (2 openings)

Locations

• Location 1: Westborough, MA — Advisor (3-5+ years of experience, CFP preferred, 5 days in-office)
• Location 2: Lynn, MA — Advisor (3-5+ years of experience, CFP preferred, 5 days in-office) - 1 lead advisor in that office, 1 CSA. Looking for a secondary advisor for the lead advisor.

Target Salary $90-125k+ (will extend depending on experience) + bonus (10-20% depending on performance, paid out 2x year)

Our client is a thriving independent wealth management firm with offices in 6 states. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.

Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary; excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.

Who You Are

• Dedicated and client-focused financial professional looking for the next step in your career
• Thrive in a team-oriented environment
• Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
• Highly organized, proactive, solution-oriented
• Motivated to grow within a supportive and dynamic firm

Responsibilities

• Work closely with senior advisors to support and manage their client relationships
• Cultivate relationships with prospective clients and leverage our extensive referral networks to drive business growth
• Develop a pipeline of new businesses through networking, prospecting, and centers of influence
• Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals
• Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning
• Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs

Qualifications

• 3-5 years of relevant industry experience in wealth management and/or financial planning
• Strong interpersonal and communication skills to build trust and lasting client relationships
• The ability to translate complex financial concepts into clear, actionable guidance for clients
• A proven track record of business development and client network expansion
• Bachelor’s degree from a nationally recognized 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 the ability to obtain it within a designated timeframe

A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team.

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance.

Each advisor is supported by a dedicated Client Service Associate (CSA). The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.

Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates 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 also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy

Want to learn more about this role and Jobot?