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Financial Advisor (2 Openings)

Jobot

Boston, MA

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JOB DETAILS
SALARY
$100,000–$140,000 Per Year
LOCATION
Boston, MA
POSTED
1 day ago
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This Jobot Job is hosted by: Julia Toms
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand 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

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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.
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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

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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

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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

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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

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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

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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 "Quick 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.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com