Wealth Advisor: Grow Your Book & Lead Client Relationships

Jobot; Westborough (MA); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Full benefits

Friendly company culture

Career growth opportunities

Job summary

A national wealth management firm is seeking a Financial Advisor to support client relationships and drive business growth. The role requires 3-5 years of relevant experience and strong interpersonal skills to deliver personalized financial strategies. You will work closely with senior advisors in a collaborative environment while managing a diverse book of clients. This firm promotes professional development and offers a competitive salary plus bonuses based on performance.

Qualifications

• 3-5 years of relevant industry experience in wealth management and financial planning.
• Strong verbal and written communication skills for building trust.
• Ability to simplify complex financial concepts for clients.

Responsibilities

• Support and manage client relationships alongside senior advisors.
• Develop new business through networking and referrals.
• Conduct client meetings to review and strategize financial portfolios.
• Stay updated on market trends and client needs.

Skills

Client relationship management

Interpersonal skills

Business development

Financial planning

Organizational skills

Education

Bachelor's degree from a nationally recognized institution

Series 7 and 63 (or 65 and 66)

CFP® designation

Job description

A national wealth management firm is seeking a Financial Advisor to support client relationships and drive business growth. The role requires 3-5 years of relevant experience and strong interpersonal skills to deliver personalized financial strategies. You will work closely with senior advisors in a collaborative environment while managing a diverse book of clients. This firm promotes professional development and offers a competitive salary plus bonuses based on performance.