Financial Advisor
$120k/y-$200k/y
a day ago
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HybridFull-timeSenior
Summary
Jobot is seeking a Financial Advisor to join their team in Westborough, MA. The role involves managing client relationships and providing comprehensive financial guidance.
About the Role
As a Financial Advisor, you will support and manage client relationships in partnership with senior advisors, cultivate new business through networking and referrals, conduct client meetings, and develop personalized financial strategies. You will deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning while staying current with market trends.
About You
Required:
- 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.
Preferred:
- Life/Health/Variable Annuity licenses.
- CFP® designation strongly preferred or willingness to obtain within a designated timeframe.
Benefits
- Competitive compensation with a salary range of $120k–$200k per year.
- Comprehensive benefits package including opportunities for advancement into a lead advisor role.
- Collaborative and growth-oriented work environment.
- Strong referral channels and business development support.
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. 🤖
Westborough, MA