Wealth Advisor — Hybrid Role with Lead-Advisor Path

Jobot; Lynn (MA); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Job summary

Jobot in Westborough, MA is seeking an experienced Financial Advisor to join their growing team. You will manage client relationships in partnership with senior advisors and develop personalized financial strategies across investments, retirement, tax, and estate planning.

This role offers a hybrid work setup, clear career progression toward lead advisor, and collaboration within a nationally recognized wealth management firm with offices across six states.

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) are required.
• 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 investments, retirement, estate, tax, and insurance planning

Skills

Wealth management experience

Client relationship building

Networking

Communication skills

Education

Bachelor’s degree

Tools

Series 7 & 63 licenses

Job description

Jobot in Westborough, MA is seeking an experienced Financial Advisor to join their growing team. You will manage client relationships in partnership with senior advisors and develop personalized financial strategies across investments, retirement, tax, and estate planning.

This role offers a hybrid work setup, clear career progression toward lead advisor, and collaboration within a nationally recognized wealth management firm with offices across six states.