Hybrid Opportunity with performance bonuses paid out twice a yearThis Jobot Job is hosted by: Adrionna RoyAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $100,000 - $140,000 per yearA bit about us:We are a client-first wealth management firm dedicated to helping individuals, families, and business owners navigate complex financial decisions with confidence. Our approach is built on trust, transparency, and long-term partnership. We believe that effective wealth management goes beyond numbers—it's about understanding goals, values, and life stages to deliver thoughtful, personalized strategies.Our team brings deep experience across investment management, financial planning, risk management, and wealth preservation. We take a holistic view of each client's financial picture, combining disciplined investment strategies with proactive planning to help clients protect, grow, and transfer wealth responsibly.We operate with a strong fiduciary mindset, prioritizing our clients' best interests at every step. By leveraging data-driven insights, sound risk management, and clear communication, we aim to simplify financial complexity and provide clarity in an ever-changing economic landscape.Why join us?Client-Centric CultureWe put clients first—always. Our work is driven by integrity, accountability, and a genuine commitment to helping clients achieve long-term financial success.Collaborative, High-Caliber TeamYou'll work alongside experienced professionals who value teamwork, knowledge sharing, and mutual respect. We foster an environment where ideas are encouraged and expertise is recognized.Meaningful ImpactOur work directly influences our clients' financial well-being and long-term outcomes. You'll have the opportunity to build lasting relationships and make a tangible difference in people's lives.Professional GrowthWe support continuous learning and development through mentorship, exposure to complex financial scenarios, and opportunities to expand technical and advisory skills.Long-Term PerspectiveWe focus on sustainable growth - for our clients and our team. Decisions are made with a long-term view, encouraging stability, thoughtful planning, and career tegrity and TransparencyWe hold ourselves to high ethical standards and value open communication internally and externally. Trust is the foundation of everything we do.Job DetailsFinancial Advisor OpportunityLocation: Westborough, MA (Hybrid)Salary: $100 - $140KBonus: twice a yearCFP is required or in the process of obtaining CFP certificationA 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.Who You AreA dedicated financial professional focused on delivering exceptional client serviceThrive in a team-based environment and value long-term relationship buildingOrganized, proactive, and solution-orientedMotivated to grow within a supportive and dynamic firmKey ResponsibilitiesSupport and manage client relationships in partnership with senior advisorsCultivate new business through networking, prospecting, and referral networksConduct client meetings and develop personalized financial strategiesStay current with market trends and proactively recommend solutionsDeliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planningQualificationsMinimum 5 years of experience in wealth management or financial planningProven ability to develop business and expand client networksStrong interpersonal and communication skillsBachelor's degree from an accredited institutionSeries 7 and 63 (or 65 and 66) requiredClean U-4 recordLife/Health/Variable Annuity licenses preferredCFP designation strongly preferred or willingness to obtain within a designated timeframeInterested in hearing more? Easy Apply now by clicking the "Apply" button.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. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. 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Job Title
Financial Advisor