Financial Advisor - Westwood, MA

Financial Advisor - Westwood, MADeliver meaningful advice. Work at scale. Make a real impact.

Requirements

• 2–5 years of experience in a financial advisory or advisory support role
• Bachelor’s degree required; MBA preferred
• CFP certification preferred (or willingness to obtain within two years of hire)
• Strong financial planning and wealth management acumen with sound judgment
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and financial planning/investment tools
• Client-first mindset with excellent communication and listening skills
• Collaborative, team-oriented approach with the ability to work effectively across functions

Benefits

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks