Lead Financial Advisor – Wealth Management
Jobot
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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
Education
Tools
Job description
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.
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