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

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

Job summary

Jobot in Westborough, MA is seeking an experienced Financial Advisor to join their growing wealth management team. You will deliver comprehensive financial guidance, build lasting client relationships, and work closely with senior advisors to develop tailored strategies and plans.

Ideal candidates bring a minimum of five years in wealth management, strong business development skills, and relevant securities licenses.

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 areas including investments, retirement, estate, tax, and insurance planning.

Skills

Business development

Interpersonal skills

Communication skills

Education

Bachelor's degree

CFP designation

Tools

Series 7 & 63 licenses

Life/Health/Variable Annuity licenses

Job description

Salary: $120,000 - $200,000 per year.

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

Job Details

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

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.