Job Description

Job Description

Job Description

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

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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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