Experience: Mid Level
Salary: $100,000 - $140,000 per year
Job Details
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Financial Advisor (2 Openings)
Location: Westborough, MA (on-site / flexible – travel to client meetings when needed)
1. Financial Advisor (3–5 Years Experience)
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Compensation: $100K – $110K base + annual bonus
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Experience: 3–5 years in wealth management / financial planning
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CFP®: 1000Preferred; required within 6–12 months of hire
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2. Financial Advisor (5–10 Years Experience)
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Compensation: $120K – $140K+ base + annual bonus
(flexible for the right candidate)
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Experience: 5–10 years in wealth management / financial planning
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CFP®: Preferred; required within 6–12 months of hire
Our client, a growing independent wealth management firm, is expanding their Westborough office and hiring two Financial Advisors at different experience levels. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
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Role Overview
Both positions are focused on supporting and transitioning an existing client base from senior advisors/partners. Over time, you will become the lead advisor on these accounts, with business development becoming a larger part of the role as you grow.
This is an ideal opportunity for advisors who want:
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A built-in book of business (not starting from scratch)
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A clear path to lead advisor responsibility
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Long-term growth within an established firm
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Key Responsibilities
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Partner with senior advisors to support and manage existing client relationships
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Gradually transition into primary advisor responsibility for assigned accounts
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Deliver comprehensive financial planning across:
o Investments
o Retirement
o Estate
o Tax strategies
o Insurance planning
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Conduct client meetings, portfolio reviews, and ongoing relationship management
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Provide high-touch, personalized service aligned with client goals
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Collaborate internally to ensure seamless client experience
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Business Development (Future Focus)
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Begin building relationships and contributing to growth over time
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Leverage referrals, centers of influence, and networking
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Increase business development responsibilities as client ownership grows
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Qualifications
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Bachelor’s degree required
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Relevant experience in wealth management or financial planning (3–10 years depending on level)
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CFP® designation preferred; required within first year of employment
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Strong client relationship and communication skills
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Ability to translate complex financial concepts into clear, actionable advice
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Series 7 & 63 (or 65/66) required
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Clean U4 record
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Ideal Candidate Profile
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Client-focused and relationship-driven
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Team-oriented with a desire to grow into a lead advisor role
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Comfortable inheriting and managing an existing book of business
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Motivated by long-term career development rather than pure sales production
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Why This Role
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Established firm with strong referral flow and client base
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Clear succession path to lead advisor
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Collaborative team environment
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Competitive compensation with growth upside
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A bit about us:
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We are a growing hybrid RIA offering both fee-based financial planning and brokerage services.
Why join us?
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Built-In Client Base & Clear Path to Lead Advisor
Step into a role where you’ll support and gradually take ownership of existing client relationships—no need to build a book from scratch.
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Defined Career Progression
Structured path to becoming a primary advisor, with mentorship from senior partners and long-term growth opportunities.
Collaborative, Team-Based Environment
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Work alongside experienced advisors in a supportive setting that values knowledge sharing, development, and client-first thinking.
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Competitive Compensation
Attractive base salary with performance-based bonus and flexibility for experienced candidates.
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Comprehensive Benefits Package
Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Life and disability insurance
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Professional Development Support
Support for obtaining and maintaining certifications such as CFP®, including potential reimbursement and mentorship.
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