Financial Advisor
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Financial Advisor OpportunityCCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you're an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for youFounded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. We've earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals.
We offer
a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.
Who You AreDedicated and client-focused financial professional looking for the next step in your careerThrive in a team-oriented environmentEager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clientsHighly organized, proactive, solution-orientedMotivated to grow within a supportive and dynamic firmResponsibilitiesWork closely with senior advisors to support and manage their client relationshipsCultivate relationships with prospective clients and leverage our expansive referral networks to drive business growthDevelop a pipeline of new business through networking, prospecting, and centers of influenceProvide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goalsConduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planningStay ahead of market trends and proactively recommend strategies that align with clients' evolving financial needsQualifications5-10 years of relevant industry experience in wealth management and/or financial planningStrong interpersonal and communication skills to build trust and lasting client relationshipsThe ability to translate complex financial concepts into clear, actionable guidance for clientsA proven track record of business development and client network expansionBachelor's degree from a nationally recognized institutionSeries 7 and 63 (or 65 and 66) requiredClean U-4 recordLife/Health/Variable Annuity licenses preferredCFP® designation strongly preferred or the ability to obtain it within a designated timeframe
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