Financial Advisor

We are looking for an experienced Financial Advisor to join a respected independent wealth management firm in Westborough, Massachusetts. This position is well suited for a relationship-driven individual who enjoys guiding clients through comprehensive financial decisions while contributing to the continued growth of the practice. The role offers the chance to expand existing client partnerships, attract new business opportunities, and build toward a senior advisory presence within the organization.

Responsibilities:

• Build and manage long-term relationships with clients by delivering thoughtful guidance across financial planning and wealth management needs.
• Create tailored planning strategies that align investment objectives, risk tolerance, retirement goals, and broader financial priorities.
• Lead client meetings with clarity, translating complex financial concepts into practical recommendations.
• Identify opportunities to grow the business through networking, referrals, and proactive outreach within the market.
• Partner with internal team members to ensure a high standard of service, timely follow-up, and consistent client communication.
• Review client portfolios and financial plans regularly, recommending adjustments based on changing goals, market conditions, or life events.
• Support the ongoing development of the advisory practice by contributing ideas that strengthen client experience and business growth.
• 5–10 years of experience in wealth management, financial planning, or a closely related advisory environment.
• Demonstrated success in developing business through relationship building, networking, and client acquisition efforts.
• Strong interpersonal and communication skills with the ability to establish trust and maintain lasting client relationships.
• Active Series 7 and 63 licenses, or equivalent Series 65 and 66 licensing.
• CFP certification is strongly preferred.
• Bachelor’s degree is required.
• Solid knowledge of financial planning principles, investment strategies, and private wealth management services.