Financial Advisor (Westborough)
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Salary: $100,000 - $140,000 per year A 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 Culture
We 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 Team
You’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 Impact
Our 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 Growth
We support continuous learning and development through mentorship, exposure to complex financial scenarios, and opportunities to expand technical and advisory skills. Long-Term Perspective
We focus on sustainable growth - for our clients and our team. Decisions are made with a long-term view, encouraging stability, thoughtful planning, and career longevity. Integrity and Transparency
We hold ourselves to high ethical standards and value open communication internally and externally. Trust is the foundation of everything we do. Job Details Financial Advisor Opportunity
Location: Westborough, MA (Hybrid)
Salary: $100 - $140K
Bonus: twice a year CFP is required or in the process of obtaining CFP certification
A 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 Are
A dedicated financial professional focused on delivering exceptional client service
Thrive in a team-based environment and value long-term relationship building
Organized, proactive, and solution-oriented
Motivated to grow within a supportive and dynamic firm Key Responsibilities
Support and manage client relationships in partnership with senior advisors
Cultivate new business through networking, prospecting, and referral networks
Conduct client meetings and develop personalized financial strategies
Stay current with market trends and proactively recommend solutions
Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications
Minimum 5 years of experience in wealth management or financial planning
Proven ability to develop business and expand client networks
Strong interpersonal and communication skills
Bachelor’s degree from an accredited 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 willingness to obtain within a designated timeframe 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
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