Wealth Advisor: Holistic Planning & Client Growth

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

Benefits offered by this job

Competitive compensation and benefits

Collaborative team environment

Career growth opportunities

Flexible work environment

Exposure to innovative projects

Transparent leadership

Teamwork and professional development

Job summary

Jobot is seeking a wealth management professional in Westborough, MA. This full-time role offers $130,000–$140,000 per year and the chance to work with senior advisors to craft personalized financial strategies for clients.

You will manage client relationships, prospect for new business, and deliver holistic guidance across investments, retirement, estate, tax, and insurance planning. A Bachelor's degree and active Series 7/63 are required; CFP strongly preferred.

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

Education

Bachelor’s degree

Job description

Jobot is seeking a wealth management professional in Westborough, MA. This full-time role offers $130,000–$140,000 per year and the chance to work with senior advisors to craft personalized financial strategies for clients.

You will manage client relationships, prospect for new business, and deliver holistic guidance across investments, retirement, estate, tax, and insurance planning. A Bachelor's degree and active Series 7/63 are required; CFP strongly preferred.