Financial Advisor; CFP

Position: Financial Advisor (CFP Preferred)
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Julia Toms
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $125,000 - $175,000 per year

A bit about us:

The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!

Why join us?

Exponential Growth
Full benefits
Friendly Culture

Job Details

Position:
Senior Financial Advisor

Location:

Westborough, MA
Target Salary: up to $175k depending on experience + bonus

Our client is a thriving independent wealth management firm with offices in 6 states. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary; excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.

Who You Are

• Dedicated and client-focused financial professional
• Thrive in a team-oriented environment
• Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
• Highly organized, proactive, solution-oriented
• Motivated to grow within a supportive and dynamic firm

Responsibilities

• Cultivate relationships with prospective clients and leverage our expensive 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 tailored to their goals
• 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 financial needs

Qualifications

• 10+ years of relevant industry experience in wealth management and/or financial planning
• Strong interpersonal and communication skills to build trust and lasting client relationships
• The ability to translate complex financial concepts into clear, actionable guidance for clients
• A 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 the ability to obtain it within a designated timeframe

A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team.

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance.

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 as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.…