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Career Opportunities

Join the Cabot Team

At Cabot Wealth Management, our employees are one of our most valuable assets. We offer career opportunities for financial service professionals as well as talented individuals seeking a career in financial services. Our team takes education and professional growth very seriously, having attained professional designations, including CFP®, CFA, CHFC, and CRPS. We recognized that it takes many different skill sets to serve our clients at the highest level. As such, we take a team approach in meeting – and exceeding – our clients’ needs.

We currently have the following positions open:

Client Services Position

The client services position is designed to offer support to the advisor team in servicing high-net-worth clients and prospects. Cabot Wealth Management, Inc. is a team-based environment where staff wear multiple hats to accomplish the day-to-day functions of the organization. A full description of the responsibilities we see for this role is listed below. Over time these responsibilities may grow as demand/need arise in other areas.

Responsibilities:

  • Work with Cabot’s Wealth Advisors, tax advisors, and our custodian partners to manage all aspects of client service such as preparation of paperwork, money transfers, and other administrative tasks
  • Field incoming calls to assist clients with questions or requests
  • Provide consistent and professional high-level service to our HNW clients
  • Help prepare meeting materials and presentations as needed
  • Assistance with compliance tracking and other compliance-related tasks
  • Provide support to our investment management, operations, and trading team

Requirements:

  • 4-year College Degree
  • Series 65 (or willingness to get within a timely manner)
  • Client service experience in financial services working with HNW clients
  • Prior experience working with Charles Schwab account paperwork preferred
  • Positive attitude and professional demeanor
  • Exhibit a warm and personable disposition | We want clients to always feel welcome
  • Must be an outstanding communicator with excellent writing skills
  • Detail-oriented
  • The ability to multitask in a fast-paced environment
  • The desire to continually grow and learn within the client services role
  • The ambition to contribute to a team-based environment with the goal of helping Cabot grow to reach their goals

To be considered for this position, please send a resume to:  info@ecabot.com.


Handyman Position

Cabot is looking for a handyman to work part-time, 8-10 hours a week.  In this position, it will be your responsibility to help us with whatever basic repair and maintenance tasks require attention.  Responsibilities include walking to the post office to pick up the mail, assisting with cleaning and stocking supplies, replacing lightbulbs, etc.  This is a great job for a retired person. Call our office today for more information: 1-978-745-9233.