Wealth Advisor — Holistic Planning, Growth & Impact

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

Job summary

Jobot in Milford, MA is seeking an experienced wealth management professional to join our fast-growing team.

You will support senior advisors, build client relationships, and develop personalized financial strategies covering investments, retirement, estate, tax, and insurance.

With a minimum of five years in wealth management, you will leverage market insights and a robust network to grow the business while upholding our integrity and client-first culture.

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

Wealth management

Client relationships

Networking

Communication

Financial analysis

Education

Bachelor's degree

Tools

Series 7

Series 63

CFP designation

Job description

Jobot in Milford, MA is seeking an experienced wealth management professional to join our fast-growing team.

You will support senior advisors, build client relationships, and develop personalized financial strategies covering investments, retirement, estate, tax, and insurance.

With a minimum of five years in wealth management, you will leverage market insights and a robust network to grow the business while upholding our integrity and client-first culture.