Wealth Advisor — Growth, Flex & Client Impact

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

Benefits offered by this job

Competitive compensation package

Collaborative team environment

Career growth opportunities

Flexible work environment

Job summary

Jobot is seeking an experienced wealth management professional to support and grow relationships with high-net-worth clients. You will work with senior advisors to develop personalized financial strategies and stay ahead of market trends.

Applicants should have 5+ years in wealth management, a bachelor's degree, required securities licenses, and a strong focus on client service and business development. This role offers a collaborative environment and career growth opportunities.

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

Relationship building

Communication skills

Networking

Client meetings

Education

Bachelor's degree

Job description

Jobot is seeking an experienced wealth management professional to support and grow relationships with high-net-worth clients. You will work with senior advisors to develop personalized financial strategies and stay ahead of market trends.

Applicants should have 5+ years in wealth management, a bachelor's degree, required securities licenses, and a strong focus on client service and business development. This role offers a collaborative environment and career growth opportunities.