Wealth Advisor — Path to Lead Advisor

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

Benefits offered by this job

Competitive compensation

Benefits package

Growth opportunities

Strong referral network

Job summary

Jobot in Westborough, MA is seeking an experienced Financial Advisor to join our growing team. You will nurture long-term client relationships and deliver holistic financial planning across investments, retirement, estate, tax, and insurance planning.

The role emphasizes building a robust network, collaborating with senior advisors, and advancing within a supportive firm that values growth and client service. A bachelor’s degree and securities licenses are required.

Qualifications

• Strong interpersonal and communication skills.
• Proven ability to develop business and expand client networks.
• Bachelor’s degree from an accredited institution.
• Series 7 and 63 (or 65 and 66) required.
• 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 investments, retirement, estate, tax, and insurance planning.

Skills

Interpersonal skills

Communication

Client service

Networking

Education

Bachelor's degree

Job description

Jobot in Westborough, MA is seeking an experienced Financial Advisor to join our growing team. You will nurture long-term client relationships and deliver holistic financial planning across investments, retirement, estate, tax, and insurance planning.

The role emphasizes building a robust network, collaborating with senior advisors, and advancing within a supportive firm that values growth and client service. A bachelor’s degree and securities licenses are required.