Financial Advisor

This Jobot Job is hosted by: Merwan ZattamAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $120,000 - $200,000 per yearA bit about us:We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success.Our client-centric philosophy blends personalized service with a holistic planning approach, covering everything from investment management to retirement, tax, insurance, and estate planning. We believe in building lasting relationships based on trust, transparency, and results.Beyond our commitment to clients, we’re deeply invested in creating a collaborative and rewarding work culture where talented professionals can thrive. We also take pride in giving back—supporting the communities and charitable organizations that matter most to our team.If you’re looking for a firm that values professional growth, teamwork, and doing what’s right for clients, we invite you to explore opportunities with us.Why join us?Why Join This Team?Competitive compensation and comprehensive benefits packageCollaborative and growth-oriented work environmentStrong referral channels and business development supportOpportunities for advancement into a lead advisor roleJob DetailsFinancial Advisor OpportunityLocation: Westborough, MA (Hybrid) | Offices in 6 StatesA 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.Who You AreA dedicated financial professional focused on delivering exceptional client serviceThrive in a team-based environment and value long-term relationship buildingOrganized, proactive, and solution-orientedMotivated to grow within a supportive and dynamic firmKey ResponsibilitiesSupport and manage client relationships in partnership with senior advisorsCultivate new business through networking, prospecting, and referral networksConduct client meetings and develop personalized financial strategiesStay current with market trends and proactively recommend solutionsDeliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planningQualificationsMinimum 5 years of experience in wealth management or financial planningProven ability to develop business and expand client networksStrong interpersonal and communication skillsBachelor’s degree from an accredited institutionSeries 7 and 63 (or 65 and 66) requiredClean U-4 recordLife/Health/Variable Annuity licenses preferredCFP® designation strongly preferred or willingness to obtain within a designated timeframeInterested in hearing more? Easy Apply now by clicking the "Apply Now" 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