Financial Planner (Series 7/63/65/66)

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

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Growth and advancement opportunities

Strong referral networks

Job summary

LeoForce is seeking an experienced Financial Advisor in Westborough, MA to join a nationally recognized wealth management team. The role focuses on building long-term client relationships, delivering personalized financial strategies, and collaborating with senior advisors to grow the practice.

Ideal candidates have 5+ years in wealth management, pertinent licenses, and CFP optional but preferred. The firm emphasizes a team-driven culture, referrals, and opportunities for advancement.

Qualifications

• Minimum 5 years of experience in wealth management or financial planning.
• Bachelor’s degree from an accredited institution.
• Series 7 and 63 (or 65 and 66) required.
• Clean U-4 record.
• CFP designation strongly preferred or willingness to obtain within a designated timeframe.
• Life/Health/Variable Annuity licenses preferred.

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

Interpersonal skills

Communication skills

Business development

Client relationship management

Team collaboration

Education

Bachelor’s degree

CFP designation (preferred)

Tools

Series 7 license

Series 63 license

Series 65/66 (acceptable)

Job description

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

Job Details

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

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.

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