Location
Westborough
Posted
June 10, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:$80,000 - $150,000 yearly
Responsibilities:
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Support clientsβ progress toward their financial goals through strategic product, plan, and investment recommendations
- Work directly with clients to compile financial profiles th...