A successful and rapidly growing fincial services firm is seeking to add an advisor to their office in Westwood, MA. Thay are looking for someone who is intellectual, client-focused advisors who go above and beyond and hold themselves to the highest standards. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

Job Description and Requirements

Series 65 or 66 required

Access to an existing marketing system

New client appointments scheduled for you

Little to no prospecting

Meet with clients and close business!