Financial Advisor

Position: Financial Advisor (2 Openings)
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Julia Toms
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Salary: $100,000 - $140,000 per year

A bit about us:

We are a growing hybrid RIA offering both fee-based financial planning and brokerage services.

Why join us?

• Built-In Client Base & Clear Path to Lead Advisor

Step into a role where you’ll support and gradually take ownership of existing client relationships—no need to build a book from scratch.

• Defined Career Progression

Structured path to becoming a primary advisor, with mentorship from senior partners and long-term growth opportunities.
Collaborative, Team-Based Environment

• Work alongside experienced advisors in a supportive setting that values knowledge sharing, development, and client-first thinking.
• Competitive Compensation

Attractive base salary with performance-based bonus and flexibility for experienced candidates.

• Comprehensive Benefits Package

Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Life and disability insurance

• Professional Development Support

Support for obtaining and maintaining certifications such as CFP®, including potential reimbursement and mentorship.

Job Details

Financial Advisor (2 Openings)

Location:

Westborough, MA (on-site / flexible – travel to client meetings when needed)
1. Financial Advisor (3–5 Years Experience)

• Compensation: $100K – $110K base + annual bonus
• Experience:
  
  3–5 years in wealth management / financial planning
• CFP®: 1000
  
  Preferred; required within 6–12 months of hire

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2. Financial Advisor (5–10 Years Experience)

• Compensation: $120K – $140K+ base + annual bonus

(flexible for the right candidate)

• Experience:
  
  5–10 years in wealth management / financial planning
• CFP®:
  Preferred; required within 6–12 months of hire

Our client, a growing independent wealth management firm, is expanding their Westborough office and hiring two Financial Advisors at different experience levels. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
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Role Overview
Both positions are focused on supporting and transitioning an existing client base from senior advisors/partners. Over time, you will become the lead advisor on these accounts, with business development becoming a larger part of the role as you grow.
This is an ideal opportunity for advisors who want:

• A built-in book of business (not starting from scratch)
• A clear path to lead advisor responsibility
• Long-term growth within an established firm

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Key Responsibilities

• Partner with senior advisors to support and manage existing client relationships
• Gradually transition into primary advisor responsibility for assigned accounts
• Deliver comprehensive financial planning across:

o Investments
o Retirement
o Estate
o Tax strategies
o Insurance planning

• Conduct client meetings, portfolio reviews, and ongoing relationship management
• Provide high-touch, personalized service aligned with client goals
• Collaborate internally to ensure seamless client experience

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?? Business Development (Future Focus)

• Begin building relationships and contributing to growth over time
• Leverage referrals, centers of influence, and networking
• Increase business development responsibilities as client ownership grows

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?? Qualifications

• Bachelor’s degree required
• Relevant experience in wealth management or financial planning (3–10 years depending on level)
• CFP® designation preferred; required within first year of employment
• Strong client relationship and communication skills
• Ability to translate complex financial concepts into clear, actionable advice
• Series 7 & 63 (or 65/66) required
• Clean U4 record

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?? Ideal Candidate Profile

• Client-focused and relationship-driven
• Team-oriented with a desire to grow into a lead advisor role
• Comfortable inheriting and managing an existing book of business
• Motivated by long-term career…