Financial Planner (Series 7/63/65/66)

Jobot

Westborough, MA

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JOB DETAILS

SALARY

$120,000–$200,000 Per Year

SKILLS

Alliance/Partner Management, Business Development, Business Skills, Certified Financial Planner (CFP), Communication Skills, Compensation and Benefits, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Financial Planning, Financial Services, Financial Strategy, Insurance, Interpersonal Skills, Leadership, Legal, Market Trend Analysis, Organizational Skills, Problem Solving Skills, Sales Prospecting, Series 7, Strategic Planning, Tax Planning, Team Player, Variable Annuities, Wealth Management

LOCATION

Westborough, MA

POSTED

Today

This Jobot Job is hosted by: Dawit Demoz
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $120,000 - $200,000 per year

A bit about us:

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.

Why join us?

Competitive compensation and comprehensive benefits package
Collaborative and growth-oriented work environment
Strong referral channels and business development support
Opportunities for advancement into a lead advisor role

Job Details

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 "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

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