Financial Planner (Series 7/63/65/66
Listed on 2026-08-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Westborough,MA, US
Job DescriptionExperience: Mid Level
Salary: $120,000 - $200,000 per year
Job Details Who You Are- A dedicated financial professional focused on delivering exceptional client service
- Thrive in a team-based environment and value long-term relationship building
- Organized, proactive, and solution-oriented
- Motivated to grow within a supportive and dynamic firm
- 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 areas including investments, retirement, estate, tax, and insurance planning
- Minimum 5 years of experience in wealth management or financial planning
- 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
- Clean U-4 record
- Life/Health/Variable Annuity licenses preferred
- CFP® designation strongly preferred or willingness to obtain within a designated timeframe
A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships.
Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals.
Why join us?- Competitive compensation and comprehensive benefits package
- Collaborative and growth-oriented work environment
- Strong referral channels and business development support
- Opportunities for advancement into a lead advisor role
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