Wealth Advisor - Hybrid Role with Lead Advisor Path

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

Benefits offered by this job

Competitive compensation and benefits

Collaborative work environment

Strong referral and BD support

Leadership path opportunities

Job summary

Jobot is actively seeking a experienced Financial Advisor to join their growing Westborough team in a hybrid role. You will manage client relationships, develop financial strategies, and collaborate with senior advisors to deliver holistic planning across investments, retirement, tax, estate and insurance planning.

A strong referral network and a client‑focused mindset are essential. Ideal candidates have 5+ years in wealth management, Series 7/63 (or 65/66), a bachelor’s degree, and CFP

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 investment, retirement, estate, tax, and insurance planning

Skills

Client relationship management

Networking

Communication skills

Education

Bachelor’s degree

Job description

Jobot is actively seeking a experienced Financial Advisor to join their growing Westborough team in a hybrid role. You will manage client relationships, develop financial strategies, and collaborate with senior advisors to deliver holistic planning across investments, retirement, tax, estate and insurance planning.

A strong referral network and a client‑focused mindset are essential. Ideal candidates have 5+ years in wealth management, Series 7/63 (or 65/66), a bachelor’s degree, and CFP