Financial Advisor (2 Openings)

Job Details

Join Us! This Jobot Job is hosted by: Julia Toms

Salary

$100,000 - $140,000 per year

A Bit About Us

We are a growing hybrid RIA offering both fee-based financial planning and brokerage services.

Why Join Us?

• Built-In Client Base & Clear Path to Lead Advisor
• Structured path to becoming a primary advisor, with mentorship from senior partners and long-term growth opportunities.
• Collaborative, Team-Based Environment
• Competitive Compensation
• Comprehensive Benefits Package

Job Details

• Financial Advisor (2 Openings)

Location

Westborough, MA (on-site / flexible – travel to client meetings when needed)

Financial Advisor (3–5 Years Experience)

• Compensation: $100K – $110K base + annual bonus
• Experience: 3–5 years in wealth management / financial planning
• CFP®: 1000Preferred; required within 6–12 months of hire

Financial Advisor (5–10 Years Experience)

• Compensation: $120K – $140K+ base + annual bonus (flexible for the right candidate)
• Experience: 5–10 years in wealth management / financial planning
• CFP®: Preferred; required within first year of employment

Role Overview

• Partner with senior advisors to support and manage existing client relationships
• Gradually transition into primary advisor responsibility for assigned accounts
• Deliver comprehensive financial planning across: o Investments o Retirement o Estate o Tax strategies o Insurance planning
• Conduct client meetings, portfolio reviews, and ongoing relationship management
• Provide high-touch, personalized service aligned with client goals
• Collaborate internally to ensure seamless client experience

Key Responsibilities

• Partner with senior advisors to support and manage existing client relationships
• Gradually transition into primary advisor responsibility for assigned accounts
• Deliver comprehensive financial planning across: o Investments o Retirement o Estate o Tax strategies o Insurance planning
• Conduct client meetings, portfolio reviews, and ongoing relationship management
• Provide high-touch, personalized service aligned with client goals
• Collaborate internally to ensure seamless client experience
• Begin building relationships and contributing to growth over time
• Leverage referrals, centers of influence, and networking
• Increase business development responsibilities as client ownership grows

Qualifications

• Bachelor’s degree required
• Relevant experience in wealth management or financial planning (3–10 years depending on level)
• CFP® designation preferred; required within first year of employment
• Strong client relationship and communication skills
• Ability to translate complex financial concepts into clear, actionable advice
• Series 7 & 63 (or 65/66) required
• Clean U4 record

Ideal Candidate Profile

• Client-focused and relationship-driven
• Team-oriented with a desire to grow into a lead advisor role
• Comfortable inheriting and managing an existing book of business
• Motivated by long-term career development rather than pure sales production

Why This Role

• Established firm with strong referral flow and client base
• Clear succession path to lead advisor
• Collaborative team environment
• Competitive compensation with growth upside

Interested in Hearing More?

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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.