• Financial Advisor

    Robert Half Finance & Accounting (Westborough, MA)


    Description

    A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.

    Key Responsibilities:

    Support senior advisors with client relationship management

     

    Build relationships with prospective clients and leverage referral networks

     

    Develop new business through networking and centers of influence

     

    Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning

     

    Conduct regular client reviews and stay current on market trends

    Requirements

    Qualifications:

    5+ years of experience in wealth management or financial planning

     

    Strong communication and relationship-building skills

     

    Ability to simplify complex financial concepts

     

    Proven business development experience

     

    Bachelor’s degree; Series 7 & 63 (or 65/66) required

     

    Clean U4; Life/Health/Variable Annuity licenses and CFP® preferred

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .