Financial Advisor Westborough, MA
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-07-15
Listing for:
Robert Half
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Financial Advisor
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.
Key Responsibilities:- Support senior advisors with client relationship management
- Build relationships with prospective clients and leverage referral networks
- Develop new business through networking and centers of influence
- Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning
- Conduct regular client reviews and stay current on market trends
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