Financial Advisor (CFP Preferred)

Join Us!

This Jobot Job is hosted by : Julia Toms

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $100,000 - $125,000 per year

A bit about us :

The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!

Why join us?

Full benefits

Flex schedule

Friendly Culture

Job Details

Position : Financial Advisor

Location : Westborough, MA – in office to start / flex schedule as they like advisors on the road meeting with clients!

Target Salary : $100-125k+ (will extend depending on experience) + bonus (10-20% depending on performance, paid out 2x year

Our client is a thriving independent wealth management firm with offices in 6 states. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.

Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary; excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.

Who You Are

• Dedicated and client-focused financial professional looking for the next step in your career
• Thrive in a team-oriented environment
• Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
• Highly organized, proactive, solution-oriented
• Motivated to grow within a supportive and dynamic firm

Responsibilities

Qualifications

More Info : A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team. This role involves taking over an existing book of business, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance.

Each advisor is supported by a dedicated Client Service Associate (CSA) and a team of 2–3 professionals responsible for financial planning and investment management. The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.

Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.

Interested 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. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy