Senior Wealth Advisor — Growth & Client Strategy

Jobot; Westborough (MA); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Flexible work environment

Career growth opportunities

Collaborative team culture

Job summary

Jobot is seeking an experienced wealth management professional in Massachusetts to join our client-focused advisory team. You will deliver holistic financial planning, manage client relationships with senior advisors, and develop tailored strategies across investments, retirement, estate, tax, and insurance planning.

The ideal candidate has 5+ years in wealth management, holds a Bachelor's degree, and possesses Series 7 and 63 licenses or equivalent.

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) licenses required or equivalent.
• Clean U-4 record.
• Life/Health/Variable Annuity licenses preferred, CFP designation strongly preferred or willingness to obtain.

Responsibilities

• Support and manage client relationships in partnership with senior advisors.
• Cultivate new business through networking, prospecting, and referrals.
• 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

Client relationship mgmt

Financial planning

Communication skills

Education

Bachelor's degree

Tools

Series 7 & 63

Job description

Jobot is seeking an experienced wealth management professional in Massachusetts to join our client-focused advisory team. You will deliver holistic financial planning, manage client relationships with senior advisors, and develop tailored strategies across investments, retirement, estate, tax, and insurance planning.

The ideal candidate has 5+ years in wealth management, holds a Bachelor's degree, and possesses Series 7 and 63 licenses or equivalent.