Wealth Advisor: Build Long-Term Client Relationships

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

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.