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

• Focus on supporting and transitioning an existing client base from senior advisors/partners.
• Over time, become the lead advisor on these accounts, with business development becoming a larger part of the role as you grow.
• This is an ideal opportunity for advisors who want:
• A built-in book of business (not starting from scratch)
• A clear path to lead advisor responsibility
• Long-term growth within an established firm

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:
• Investments
• Retirement
• Estate
• Tax strategies
• 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

Business Development (Future Focus)

• 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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