Financial Advisor | Westfield, MA

We are partnering with a leading global financial institution undergoing significant investment and expansion within its Financial Advisors division. This is an opportunity to join a well-established platform offering strong brand recognition, comprehensive onboarding and support, and clear pathways to grow your book of business. The role suits licensed Financial Advisors with experience in planning, investments, and client relationship management, who are comfortable working towards ambitious targets and are motivated to build and scale a high-value client portfolio within a collaborative, client-centric environment.

The Role

You will act as the primary point of contact for affluent and emerging high-net-worth clients, delivering holistic financial advice across investments, planning, and protection strategies to support long-term wealth objectives.

Key Responsibilities

• Build and manage relationships with affluent and HNW clients via a strong internal referral network
• Deliver comprehensive financial planning and investment advice tailored to client needs
• Grow assets under management by deepening existing relationships and increasing wallet share - inherit a book
• Conduct proactive client reviews to identify planning opportunities and enhance long-term engagement

Key Requirements & Profile

• Proven experience in financial advice, wealth planning, or investment sales
• Strong consultative sales approach and relationship management skills
• SIE, Series 7 & 63; Series 66 and L&H (or willingness to obtain)

Benefits

• Opportunity to work for a top-tier, globally recognised financial institution
• Competitive compensation package with strong earning potential