Financial Advisor - Providence, RI Thrivent Financial for LutheransFinancial Advisor - Providence, RISeekonk, MAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewAssociate Financial Advisor Transcend Practice ManagementAssociate Financial AdvisorWorcester, MA$100,000–$125,000 / yearYou will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm’s mission, follow up on any action items and take ownership to manage client expectations and deliverables. We are looking for a highly motivated Associate Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions.
Financial Advisor - Worcester, MA And Surrounding Thrivent Financial for LutheransFinancial Advisor - Worcester, MA And SurroundingWorcester County, MAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Manager - Portsmouth, New Hampshire TD BankFinancial Advisor Manager - Portsmouth, New HampshireNorth Andover, New HampshireTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Financial Advisor with Athletic Background Northwestern MutualFinancial Advisor with Athletic BackgroundSpringfield, MassachusettsPassionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
Financial Advisor - Hybrid (Danvers, MA) OneDigital Investment AdvisorsFinancial Advisor - Hybrid (Danvers, MA)Danvers, Massachusetts$80,000–$90,000 / yearThe Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Financial Advisor, Newton, MA Banco Santander BrazilFinancial Advisor, Newton, MANewton, MAThrough a disciplined, needs-based financial planning approach, the Financial Advisor develops and deepens client relationships, grows assets under management, and delivers an exceptional client experience while achieving sales and revenue objectives. Proven ability to deliver comprehensive, needs-based financial planning and implement personalized investment strategies that support clients' long-term financial goals.
Financial Advisor - Hybrid (Danvers, MA) OneDigitalFinancial Advisor - Hybrid (Danvers, MA)RIA-Danvers, MA$80,000–$90,000 / yearThe Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Financial Advisor (Multiple Levels) - Revere, Massachusetts TD BankFinancial Advisor (Multiple Levels) - Revere, MassachusettsRevere, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor (Multiple Levels) - Methuen, Massachusetts TD BankFinancial Advisor (Multiple Levels) - Methuen, MassachusettsMethuen, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor (Multiple Levels)- - North Andover, Massachusetts TD BankFinancial Advisor (Multiple Levels)- - North Andover, MassachusettsNorth Andover, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Associate, Financial Advisor, Peabody, MA Banco Santander BrazilAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
NewAssociate, Financial Advisor, Boston, MA Banco Santander BrazilAssociate, Financial Advisor, Boston, MABoston, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Servicing Financial Advisor - Boston area Alera GroupServicing Financial Advisor - Boston areaNeedham, Massachusetts$80,000–$95,000 / yearFull timeAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.
Personal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteBoston, MARemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
Financial Advisor Charter Oak FinancialFinancial AdvisorHolyoke, MA$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Financial Advisor ManulifeFinancial AdvisorBoston, MA$59,000–$98,300 / yearSupported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships.
Financial Advisor AdvisorAlphaFinancial AdvisorBoston, MassachusettsThis is an exciting opportunity for a proactive and analytical professional to contribute to the success of a renowned firm (recognized on Barron's Top 100) known for their innovative investment strategies and client-focused approach. We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor.
Associate, Financial Advisor, Boston, MA Banco Santander (Brasil) SAAssociate, Financial Advisor, Boston, MABoston, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
NewFinancial Advisor, Newton, MA Santander USFinancial Advisor, Newton, MANewton, MAThrough a disciplined, needs-based financial planning approach, the Financial Advisor develops and deepens client relationships, grows assets under management, and delivers an exceptional client experience while achieving sales and revenue objectives. + Proven ability to deliver comprehensive, needs-based financial planning and implement personalized investment strategies that support clients' long-term financial goals.