Wealth Planner & Client Advisor (Series 7/63)

Posted 2 days ago

jobotWestborough (MA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Jobot is seeking an experienced Financial Planner in Westborough, MA, to join a nationally recognized wealth management firm. The role involves delivering holistic financial planning services, building client relationships, and driving business development in a collaborative, growth-focused environment. Candidates should have 5+ years in wealth management, Series 7/63 (or 65/66) licenses, a bachelor’s degree, and a CFP designation is highly preferred or attainable within a set timeframe.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.