Financial Advisor: Grow into Lead Advisor (Westborough)

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

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.