Financial Advisor; CFP

Job Details

Financial Advisor (2 openings)

Locations:
- Westborough, MA – 3-5+ years of experience, CFP preferred, 5 days in-office.
- Lynn, MA – 3-5+ years of experience, CFP preferred, 5 days in-office. One lead advisor and one CSA; seeking a secondary advisor for the lead advisor.

Salary: $90–125k+ (will extend depending on experience) plus bonus (10–20% of performance, paid twice a year).

A nationally recognized and award‑winning Wealth Management Firm with offices in 6 states. We pride ourselves on industry accolades, community giving, and a collaborative workplace culture.

• Exponential growth and clear path to leadership.
• Full benefits and competitive salary.
• Friendly, team‑oriented culture.

• Dedicated and client‑focused financial professional.
• Thrives in a team‑oriented environment.
• Eager to build relationships, deliver expert financial guidance, and become a lead advisor.
• Highly organized, proactive, solution‑oriented.
• Motivated to grow within a supportive and dynamic firm.

• Work closely with senior advisors to support and manage their client relationships.
• Cultivate relationships with prospective clients and leverage referral networks to drive business growth.
• Develop a pipeline of new businesses through networking, prospecting, and centers of influence.
• Provide exceptional service and financial guidance, ensuring clients receive personalized strategies.
• Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning.
• Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving needs.

• 3–5 years of relevant industry experience in wealth management and/or financial planning.
• Strong interpersonal and communication skills.
• Ability to translate complex financial concepts into clear, actionable guidance.
• Proven track record of business development and client network expansion.
• Bachelor’s degree from a nationally recognized 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 ability to obtain within a designated timeframe.

Each advisor is supported by a dedicated Client Service Associate (CSA). The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.

Ideal candidates will be comfortable meeting clients in‑office and nurturing relationships through client‑facing activities such as lunches, dinners, and events.

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