Financial Advisor (CFP Preferred)
$90k/y-$125k/y
Jobota day ago
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OnsiteFull-timeMid
Summary
Jobot is seeking a Financial Advisor (CFP Preferred) to join their team in Lynn, MA. The role involves supporting senior advisors, managing client relationships, and developing new business opportunities in a collaborative wealth management environment.
About the Role
As a Financial Advisor, you will work closely with senior advisors to manage client relationships, cultivate new business through networking, and provide personalized financial guidance. You will conduct regular client meetings, stay updated on market trends, and ensure clients receive tailored strategies for their financial goals.
About You
Required:
- 3-5 years of relevant industry experience in wealth management and/or financial planning.
- Strong interpersonal and communication skills to build trust and lasting client relationships.
- Bachelor's degree from a nationally recognized institution.
- Series 7 and 63 (or 65 and 66) required.
- Clean U-4 record.
Preferred:
- CFP® designation strongly preferred or the ability to obtain it within a designated timeframe.
- Life/Health/Variable Annuity licenses preferred.
- A proven track record of business development and client network expansion.
Benefits
- Competitive salary with a target range of $90-125k+ depending on experience.
- Bonus potential of 10-20% based on performance, paid out twice a year.
- Full benefits package including health coverage and a friendly workplace culture.
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 🤖
Lynn, MA