Financial Advisor (CFP Preferred) (Westborough)
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Salary: $125,000 - $175,000 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? Exponential Growth
Full benefits
Friendly Culture Job Details Position: Senior Financial Advisor
Location: Westborough, MA
Target Salary: up to $175k depending on experience + bonus 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
- 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
- Cultivate relationships with prospective clients and leverage our expensive referral networks to drive business growth
- Develop a pipeline of new businesses through networking, prospecting, and centers of influence
- Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals
- Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning
- Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs
- 10+ years of relevant industry experience in wealth management and/or financial planning
- Strong interpersonal and communication skills to build trust and lasting client relationships
- The ability to translate complex financial concepts into clear, actionable guidance for clients
- A proven track record of business development and client network expansion
- Bachelor’s degree from a nationally recognized institution
- Series 7 and 63 (or 65 and 66) required
- Clean U-4 record
- Life/Health/Variable Annuity licenses preferred
- CFP® designation strongly preferred or the ability to obtain it within a designated timeframe
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