Financial Advisor

Jobot

Milford, MA

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JOB DETAILS

SALARY

$130,000–$140,000 Per Year

SKILLS

Alliance/Partner Management, Business Development, Business Skills, Certified Financial Planner (CFP), Communication Skills, Compensation and Benefits, Customer Relationship Management (CRM), Financial Planning, Financial Strategy, Insurance, Interpersonal Skills, Leadership, Legal, Market Trend Analysis, Problem Solving Skills, Process Improvement, Sales Prospecting, Strategic Planning, Tax Planning, Team Player, Variable Annuities, Wealth Management

LOCATION

Milford, MA

POSTED

Today

This Jobot Job is hosted by: Adrionna Roy
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $130,000 - $140,000 per year

A bit about us:

We are a fast-growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long-term value to our clients. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.

Why join us?

Why Join Us
Competitive compensation and comprehensive benefits package
Opportunity to work with a collaborative and high-performing team
Career growth and advancement opportunities within a growing organization
Flexible work environment that supports work-life balance
Exposure to innovative projects and industry-leading solutions
Leadership team that values transparency, communication, and employee success
Culture centered around teamwork, accountability, and professional development

Job Details

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 "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.

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.

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About the Company

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