Financial Advisor - Westborough - Jobot

    Jobot
    Jobot Westborough

    1 week ago

    $65,000 - $130,000 (USD) per year *
    Description

    This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.


    Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.


    Salary:
    $120,000

    - $200,000 per year A 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 package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role

    Job Details Financial Advisor Opportunity Location:

    Westborough, MA (Hybrid) | Offices in 6 States 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.


    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 "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 /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. xhuatnn

    You can reply STOP to cancel and HELP for help.

    You can access our privacy policy here: /privacy-policy
    * This salary range is an estimation made by beBee
  • Work in company

    Financial Advisor

    Only for registered members

    We provide comprehensive wealth management services that cover all aspects of our clients' financial lives. · The Financial Advisor / Wealth Advisor will serve as a primary point of contact for clients and will lead the delivery of comprehensive financial advice and planning serv ...

    Westborough $100,000 - $110,000 (USD)

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · This Jobot Job is hosted by: Merwan Zattam · Are you a fit? Easy Apply now by clicking the "Easy Apply" button · and sending us your resume. · Salary: $120,000 - $20 ...

    Westborough $65,000 - $130,000 (USD) per year

    1 week ago

  • Work in company

    Financial Advisor

    Only for registered members

    This Jobot Job is hosted by Julia Toms.The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. · ...

    Westborough, MA

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    Boston Harbor Wealth Advisors, LLC (BHWA) · Westborough, MA · Boston Harbor Wealth Advisors, LLC (BHWA) is a fast-growing independent financial services practice based in Westborough, MA. We provide comprehensive wealth management services that cover all aspects of our clients' f ...

    Westborough, MA $65,000 - $130,000 (USD) per year

    2 weeks ago

  • Work in company

    Financial Advisor

    Only for registered members

    · Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced ...

    Westborough, MA $65,000 - $130,000 (USD) per year

    2 days ago

  • Work in company

    Financial Advisor

    Only for registered members

    The Financial Advisor / Wealth Advisor will serve as a primary point of contact for clients and will lead the delivery of comprehensive financial advice and planning services for an established and mature client base. · ...

    Westborough, MA

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    A US-based wealth management firm is seeking a Financial Advisor to join their team and support a lead Financial Advisor in servicing an existing client base. · Support the management and service of client relationships. · Prepare for and participate in client meetings. · ...

    Westborough

    3 weeks ago

  • Work in company

    Financial Advisor

    Only for registered members

    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 t ...

    Westborough

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    We are looking to add an experienced Financial Advisor to our dynamic and client-focused team.Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and fam ...

    Westborough $110,000 - $200,000 (USD)

    2 months ago

  • Work in company

    Financial Advisor

    Only for registered members

    We have an immediate opening for a Financial Advisor at CCR Wealth Management. The ideal candidate is an ambitious financial professional looking for growth and long-term client relationships. · Dedicated and client-focused financial professional looking for the next step in your ...

    Westborough $100,000 - $150,000 (USD)

    2 weeks ago

  • Work in company

    Financial Advisor

    Jobot

    Join Us This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. · Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. ...

    Westborough $65,000 - $130,000 (USD) per year

    6 days ago

  • Work in company

    Financial Advisor II

    Only for registered members

    Job summaryWe are seeking a Financial Advisor II to join our team and support a lead Financial Advisor in servicing an existing client base. · Key ResponsibilitiesSupport the management and service of client relationships. · ...

    Westborough $100,000 - $130,000 (USD)

    1 month ago

  • Work in company

    Licensed Financial Advisor

    Only for registered members

    Join our team at NYL - Boston, where you'll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. · ...

    Westborough, MA

    1 month ago

  • Work in company

    Financial Advisor II

    Only for registered members

    Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Financial Adviso ...

    Westborough, MA $65,000 - $105,000 (USD) per year

    5 hours ago

  • Work in company

    Financial Advisor II

    Only for registered members

    · Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Financial Adv ...

    Westborough, MA $65,000 - $105,000 (USD) per year

    1 week ago

  • Work in company

    Licensed Financial Advisor

    Only for registered members

    To be considered for this role, applicants must be authorized to work in the United States indefinitely, interested in a long-term career opportunity, and able to commute to Westborough, MA. · Are you a Licensed Financial Advisor passionate about making a lasting difference in pe ...

    Westborough, MA $65,000 - $140,000 (USD) per year

    3 days ago

  • Work in company

    Financial Solutions Advisor

    Only for registered members

    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting ...

    Westborough

    1 month ago

  • Work in company

    Financial Solutions Advisor

    Only for registered members

    Job Description: · This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset ...

    Westborough $70,000 - $80,000 (USD) Full time

    1 month ago

  • Work in company

    Financial Solutions Advisor

    Only for registered members

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...

    Westborough $70,000 - $135,000 (USD) per year

    1 day ago

  • Work in company

    Financial Advisor

    Only for registered members

    The Financial Advisor (FA) role is a three-year program with a forgivable draw, · A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goa ...

    Shrewsbury

    1 month ago

Jobs
>
Financial advisor
>
Jobs for Financial advisor in Westborough