Back to Jobs

Financial Advisor (2 Openings) (Boston)

Jobot
Boston, MA
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 - $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
Step into a role where you’ll support and gradually take ownership of existing client relationships—no need to build a book from scratch.
  • Defined Career Progression
Structured path to becoming a primary advisor, with mentorship from senior partners and long-term growth opportunities.
Collaborative, Team-Based Environment
  • Work alongside experienced advisors in a supportive setting that values knowledge sharing, development, and client-first thinking.
  • Competitive Compensation
Attractive base salary with performance-based bonus and flexibility for experienced candidates.
  • Comprehensive Benefits Package
Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Life and disability insurance
  • Professional Development Support
Support for obtaining and maintaining certifications such as CFP®, including potential reimbursement and mentorship.

Job Details

Financial Advisor (2 Openings)
Location: Westborough, MA (on-site / flexible – travel to client meetings when needed)
1. 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
________________________________________
2. 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 6–12 months of hire
Our client, a growing independent wealth management firm, is expanding their Westborough office and hiring two Financial Advisors at different experience levels. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
________________________________________
?? Role Overview
Both positions are focused on supporting and transitioning an existing client base from senior advisors/partners. Over time, you will 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:
o Investments
o Retirement
o Estate
o Tax strategies
o 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? 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
Posted 2026-06-11

Recommended Jobs

Sr Regulatory Affairs Principal Autonomous

Deephealth
Somerville, MA

Job Description: Job Title: Sr. Regulatory Affairs Principal - (Autonomous)  Reports to: Head of Quality & Regulatory FLSA Status: Exempt   Job Summary Working cross-functionally with th…

View Details
Posted 2026-01-08

Seasonal Special Police Officer

The Trustees of Reservations
Ipswich, MA

Who We Are: Founded in 1891 by a group of visionary volunteers, The Trustees of Reservations (The Trustees) is the nation’s premier conservation and preservation organization. The Trustees’ preser…

View Details
Posted 2026-01-14

Ralph Lauren Guest Services Coordinator

Ralph Lauren
Nantucket, MA

Company Description Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fr…

View Details
Posted 2026-05-15

Retail Sales Associate - Full Time

AutoZone, Inc.
Pittsfield, MA

AutoZone's store teams are the frontline of WOW! customer service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked invento…

View Details
Posted 2026-06-09

Dog Daycare Counselor

KWC Enterprises Inc
Ashland, MA

Job Description Job Description We are seeking a Dog Daycare Counselor to join our team!  Responsibilities: Supervise and interact with dogs in a safe and compassionate manner Oversee gro…

View Details
Posted 2026-06-05

Senior Platform Infrastructure Engineer

Merlin Labs
Boston, MA

Job Description Job Description About Merlin: Merlin is a venture backed aerospace startup building a non-human pilot to enable both reduced crew and uncrewed flight. Backed by some of the wor…

View Details
Posted 2026-06-05

Seasonal Senior Campground Ranger, Tully Lake (Full Season)

The Trustees of Reservations
Royalston, MA

Who We Are: Founded in 1891 by a group of visionary volunteers, The Trustees of Reservations (The Trustees) is the Massachusetts' premier conservation and preservation organization. The Trustees’ …

View Details
Posted 2026-05-09

Principal Software Engineer (Angular/.NET)

Aquinas Consulting
Boston, MA

Job Description Job Description Aquinas Consulting is currently looking to fill a Principal Software Engineer job in Boston, MA for our direct client. In this job, you will design and deliver sca…

View Details
Posted 2026-05-29

Community EMT

Brewster/EasCare Ambulance
Taunton, MA

Position Overview The Community EMS Worker provides community-based health support services through in-home patient visits focused on chronic disease management, wellness checks, fall prevention, an…

View Details
Posted 2026-05-29