Wealth Planner & Client Advisor (Series 7/63)

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

Benefits offered by this job

Competitive compensation

Collaborative culture

Strong referral channels

Advancement opportunities

Job summary

Jobot is seeking an experienced Financial Planner in Westborough, MA, to join a nationally recognized wealth management firm. The role involves delivering holistic financial planning services, building client relationships, and driving business development in a collaborative, growth-focused environment.

Candidates should have 5+ years in wealth management, Series 7/63 (or 65/66) licenses, a bachelor’s degree, and a CFP designation is highly preferred or attainable within a set timeframe.

Qualifications

• Minimum 5 years of wealth management or financial planning experience.
• 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; CFP preferred or willing to obtain.

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

Business development

Client relationship mgmt

Communication

Team collaboration

Education

Bachelor's degree

Series 7/63/65/66 licenses

CFP designation (preferred)

Job description

Jobot is seeking an experienced Financial Planner in Westborough, MA, to join a nationally recognized wealth management firm. The role involves delivering holistic financial planning services, building client relationships, and driving business development in a collaborative, growth-focused environment.

Candidates should have 5+ years in wealth management, Series 7/63 (or 65/66) licenses, a bachelor’s degree, and a CFP designation is highly preferred or attainable within a set timeframe.