Lead Advisor

Compensation

Full Description

About the Company Our client is a fast-growing independent financial services practice based in Westborough, MA. They provide comprehensive wealth management services that cover all aspects of clients’ financial lives, including financial planning, investment management, estate planning, and tax-aware strategies . About the Ro le The Junior Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience for an established and mature client base. This role is designed as a career-track position for a developing advisor who is building technical, planning, and client-facing skills. No sales or new client acquisition responsibilities are requir ed. Responsibili • ties Financial Planning & Advisory Su • pportPrepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk manage • ment.Gather, organize, and analyze client financial data to support plan construction and ongoing rev • iews.Assist in analyzing investment portfolios and preparing recommendations aligned with client goals, risk tolerance, and time horizons for advisor rev • iews.Support ongoing portfolio monitoring and help identify planning or investment opportunities based on market conditions and client life ev • ents.Prepare meeting materials, planning summaries, and follow-up documentation for client meet • ings. Client Experience & Relationship S • upportParticipate in client meetings alongside Senior Advisors to review financial plans, investment strategies, and progress toward • goals.Serve as a point of contact for client questions, requests, and service needs, ensuring timely follow-up and resol • ution.Proactively support clients by helping coordinate planning updates, account maintenance, and ongoing service initia • tives.Maintain accurate client records and documentation in accordance with firm and regulatory stan dards. Qualifi • cations Bachelor’s degree or equivalent preferred (finance, economics, business, or related field strongly pre • ferred).Series 66 required (or ability to obtain within a defined tim • eframe).Life & Health Insurance License (preferred or willingness to • obtain).Highly motivated, team-oriented professional with a strong desire to grow into a full a • dvisory.Ability to manage multiple priorities with minimal supe rvision. Requir • ed Skills Strong interest in financial planning, investments, and wealth management as a long-term ca • reer path.Ability to prepare clear, professional, and well-organized financial materials and client pres • entations.Excellent written and verbal communication skills with the ability to explain financial concept • s clearly.Strong attention to detail, organization, and time management in a fast-paced, team-oriented en • vironment.Working knowledge of financial markets, planning strategies, and investment solutions, with a desire for continuous • learning.Proficient in Microsoft Word, Excel, Outlook, and PowerPoint; experience with financial planning or CRM software is a plus.