Senior Financial Planner (Series 7/63/65/66) | Growth

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

Job summary

Jobot, a nationally recognized independent wealth management firm, seeks a Financial Planner (Series 7/63/65/66) in Westborough, MA. On-site, permanent role with a salary range of $120,000–$200,000 per year.

The candidate will support senior advisors, grow client networks, and deliver comprehensive financial strategies. Requirements include 5+ years in wealth management, Bachelor’s degree, Series 7 and 63 (or 65/66), and a clean U-4.

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

Interpersonal skills

Communication skills

Business development

Networking

Education

Bachelor’s degree

Series 7/63/65/66 licenses

CFP designation

Job description

Jobot, a nationally recognized independent wealth management firm, seeks a Financial Planner (Series 7/63/65/66) in Westborough, MA. On-site, permanent role with a salary range of $120,000–$200,000 per year.

The candidate will support senior advisors, grow client networks, and deliver comprehensive financial strategies. Requirements include 5+ years in wealth management, Bachelor’s degree, Series 7 and 63 (or 65/66), and a clean U-4.