Financial Advisor JobotFinancial AdvisorWestborough, MA$130,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
Financial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, MA$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
Remote Benefits Advisor FisheragenciesRemote Benefits AdvisorBraintree, MassachusettsRemoteThis opportunity allows you to gain real-world experience in client relations, communication, and business development while building income based on your performance. Fisher Organization is seeking motivated and coachable individuals and recent graduates to join our team as Benefits Representatives.
Remote Benefits Advisor - Leadership Training Program Fisher AgenciesRemote Benefits Advisor - Leadership Training ProgramProvidence, RIRemote$50,000–$120,000Fisher Organization is seeking motivated and coachable individuals who want to develop real-world leadership skills and grow into management roles. This entry-level opportunity is designed for recent graduates and early-career professionals who want mentorship, structured training, and a clear path to advancement.
Risk Advisor - Employee Benefits Relation Insurance Services, IncRisk Advisor - Employee BenefitsDedham, MAThe individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Work From Home - Client Benefits Advisor AO Garcia AgencyWork From Home - Client Benefits AdvisorCumberland, Rhode IslandGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. You’ll be working with clients who have already shown interest—your job is to guide, educate, and help them move forward.
Work From Home - Client Benefits Advisor Global Elite Empire ConsultantsWork From Home - Client Benefits AdvisorWarwick, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Renewals • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Risk Advisor - Employee Benefits Relation InsuranceRisk Advisor - Employee BenefitsDedham, MassachusettsThe individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewWealth Advisor Retirement Benefits Group Equitable Advisors LLCWealth Advisor Retirement Benefits GroupProvidence, RIA leading wealth management firm is seeking a Financial Professional for the Retirement Benefits Group to engage clients and educate them on financial solutions. The position promotes positive community impact through financial education and personal development opportunities.#J-18808-Ljbffr.
Health Benefit Advisor Family Health Center of Worcester IncHealth Benefit AdvisorWorcester, MADemonstrated knowledge of current health care reform regulations and processes, including experience with Virtual Gateway strongly preferred. Experience Required: Two to four years of experience in human services or healthcare role required.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteRIRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Executive Benefits Advanced Case Design Consultant ManulifeExecutive Benefits Advanced Case Design ConsultantUsa, MassachusettsRemoteSupport the design and development of executive benefit solutions, including Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Senior Benefits & Wellbeing Analyst Blue Cross & Blue Shield of Rhode IslandSenior Benefits & Wellbeing AnalystProvidence, Rhode IslandTo further improve the health and well-being of our fellow Rhode Islanders, we regularly roll up our sleeves and get to work (literally) in communities all across the state—building homes, working in food pantries, revitalizing community centers, and transforming outdoor spaces for children and adults. Permitted to reside in the following states, pending approval from the Human Resources Department: Arizona, Connecticut, Florida, Georgia, Louisiana, Massachusetts, North Carolina, Oklahoma, Rhode Island, South Carolina, Texas, Virginia.
Benefits Consultant - Hybrid (Danvers, MA, Canton, MA or Pittsfield, MA) Insight Performance IncBenefits Consultant - Hybrid (Danvers, MA, Canton, MA or Pittsfield, MA)Canton, MA$90,000–$100,000 / yearOneDigital 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. Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges.
Director of Small to Mid Employee Benefits - New England Alera Group IncDirector of Small to Mid Employee Benefits - New EnglandMA$150,000–$180,000 / yearAlera Group is seeking a Director of Small to Mid Employee Benefits to provide leadership, structure, and strategic direction across our Massachusetts and New Hampshire Employee Benefits teams. Reporting to the Regional Director, you will serve as a player-coach, overseeing service teams, supporting key client relationships, and helping drive consistency, growth, and innovation across the region.
Executive Benefits Regional Vice President (RVP) Manulife Financial CorpExecutive Benefits Regional Vice President (RVP)RIRemote$70,000–$121,300 / yearCross-functional partnership, feedback, and governance - Partner cross-functionally with Advanced Markets, National Accounts, Product, and Underwriting to deliver tailored solutions and enhance client outcomes; establish feedback loops to inform product development, pricing, and in-force management improvements; ensure all sales activities comply with regulatory requirements and internal policies. Acting as a strategic partner to advisors, firms, and internal stakeholders, the EB RVP delivers consultative sales leadership and positions differentiated solutions-including Corporate-Owned Life Insurance (COLI), non-qualified benefit strategies, and Vitality-enabled Corporate Sponsored, Individually Owned (CSIO) offerings-to meet client and business objectives.
Academic Advisor Rhode Island CollegeAcademic AdvisorProvidence, RI$54,000–$56,000 / yearCollaborate with other offices to support the advisement and support services of students; these offices include but are not limited to Career Development, Student Support Services (PEP), Student Life, Counseling, Health Services, Records, Admissions, Financial Aid, Unity Center, and New Student Programs. Reporting to the Director of Academic Advising, the Academic Advisor plays a key role in delivering holistic, developmental, and transformative advising services that empower students to thrive academically, explore majors, and make meaningful progress toward graduation.
Director of Small to Mid Employee Benefits - New England Alera GroupDirector of Small to Mid Employee Benefits - New EnglandNorwell, Massachusetts$150,000–$180,000 / yearFull timeAlera Group is seeking a Director of Small to Mid Employee Benefits to provide leadership, structure, and strategic direction across our Massachusetts and New Hampshire Employee Benefits teams. Reporting to the Regional Director, you will serve as a player-coach, overseeing service teams, supporting key client relationships, and helping drive consistency, growth, and innovation across the region.
Academic Advisor (Part-time, Non-Benefited) 2 positions - Worcester State University Worcester State UniversityAcademic Advisor (Part-time, Non-Benefited) 2 positions - Worcester State UniversityWorcester, MAGeneral Statement of Duties: The Academic Success Center at Worcester State University seeks a student-centered and collaborative Part-Time Academic Advisor to provide academic advising and support services to undergraduate students across all disciplines. Location: Worcester, MA Category: Part-time Non-Benefited/Hourly Job Type: PT No Benefits Posted On: Wed Jul 1 2026 Job Description: TITLE: Academic Advisor.
Academic Advisor Johnson & Wales UniversityAcademic AdvisorProvidence, RIServes as a relationship manager and advisor for assigned students to deliver a positive learning experience; advises, provides academic counsel, and proactive support to students from acceptance and initial enrollment through program completion. Conducts ongoing reviews of assigned students'' academic progress and records, monitoring retention of assigned students against the university''s retention goals; implements outreach and communications accordingly.
Academic Advisor University of Rhode IslandAcademic AdvisorKingston, RI$60,000–$70,000 / yearREQUIRED: Master's degree with a minimum of two years of experience in academic advising, time as a graduate student included, OR Bachelor's degree with a minimum of five years of experience providing academic advising in a higher education setting, OR Bachelor's degree with a minimum of five years of experience advising/counseling (academics, career, non-traditional pathways, etc.) current and/or aspiring college students. About URI: The University of Rhode Island enrolls approximately 17,000 students across its graduate and undergraduate programs and is the State's flagship public research university, as well as the land grant and sea grant university, for the state of Rhode Island.
Academic Advisor (College of Engineering) University of Rhode IslandAcademic Advisor (College of Engineering)Kingston, RI$60,000–$70,000 / yearAbout URI: The University of Rhode Island enrolls approximately 17,000 students across its graduate and undergraduate programs and is the State's flagship public research university, as well as the land grant and sea grant university, for the state of Rhode Island. REQUIRED: Master's degree with a minimum of two years of experience in academic advising in higher education (may include time as graduate student), OR, a Bachelor's degree with a minimum of five years full-time experience advising students in higher education.
Academic Advisor DetailsAcademic AdvisorRhode IslandServes as a relationship manager and advisor for assigned students to deliver a positive learning experience; advises, provides academic counsel, and proactive support to students from acceptance and initial enrollment through program completion. Conducts ongoing reviews of assigned students' academic progress and records, monitoring retention of assigned students against the university's retention goals; implements outreach and communications accordingly.
NewSales Executive - Employee Benefits World Insurance Associates, LLC.Sales Executive - Employee BenefitsWorcester, MA$60,000–$200,000 / yearOur Employee Benefits Client Advisors …Bring 3-5 years+ of experience working in an insurance brokerage or carrierAre personable and highly motivated to grow personal successLeverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlinesAre consultative and bring a positive and resourceful approach to dealing with prospective clients and associatesHave experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM's like HubSpotWork independently and enjoy a high degree of interaction with team membersContribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectivesConsistently demonstrate effective written and verbal communication skillsPossess a strong attention to detail and the ability to solve problems with minimal assistanceDemonstrate the highest levels of discretion surrounding sensitive informationCompensationAs a World Insurance Client Advisor, your compensation is tied to your effort and your performance. World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long‑term financial goals.
Executive Advisor, Enterprise Risk and Regulatory Affairs (2026-50295) University of MassachusettsExecutive Advisor, Enterprise Risk and Regulatory Affairs (2026-50295)Worcester, MARemoteThe incumbent will work closely with ForHealth Consulting Deputy Executive Vice Chancellor, Associate Executive Vice Chancellors (AEVCs) and Managing Directors (MDs) to anticipate and address potential legal risks related to new and existing ForHealth business initiatives and internal processes; serve as a creative problem solver for complex business, legal, and compliance challenges to facilitate the development of business strategy and subsequent growth in products and services; and lead negotiations on behalf of ForHealth Consulting where appropriate. All Academic Accounting & Finance Administrative Professional Administrative Support Advancement Basic Science Biotechnology Clinical Research Environmental Health & Safety Executive Faculty Healthcare Human Resources Information Technology Interns Library Maintenance and Facilities Management Nursing Office Assistant Other Post Doc Professional Technician I Public Safety Research Residents Retail & Dining Services Staff Assistant Staff Associate Volunteer.
Physician Advisor - Sourcing Requisition University of MassachusettsPhysician Advisor - Sourcing RequisitionWorcester, MAAll Academic Accounting & Finance Administrative Professional Administrative Support Advancement Biotechnology Environmental Health & Safety Executive Faculty Healthcare Human Resources Information Technology Interns Library Maintenance and Facilities Management Nursing Office Assistant Other Post Doc Professional Technician I Public Safety Research Residents Retail & Dining Services Staff Assistant Staff Associate Volunteer. All Bedford Boston Brockton Brockton Canton Charlestown Danvers Devens Fall River Fitchburg Holyoke Jamaica Plain Jamaica Plan Lincoln Mattapan North Hampton North Quincy Pocasset Shrewsbury Springfield Taunton Tewksbury Waltham Westborough Westfield Woburn Worcester Wrentham.
Compliance Advisor FMR LLCCompliance AdvisorSmithfield, RIThis notice is applicable to all personal information collected by Fidelity through either this site operated on behalf of Fidelity by Beamery andor other Careers Sites" including those Fidelity Websites and Web pages dedicated to employee recruitment across Fidelity business entities and geographical locations. Asset Management Compliance AMC" works closely with Fidelitys investment teams across all asset classes to ensure compliance with global regulations investor requirements and corporate policies in the interest of promoting customer trust and confidence in Fidelity.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterMA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor - Boston West Market Bank of America CorpFinancial Solutions Advisor - Boston West MarketWellesley, MA$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Boston West Market Brookline, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts; Waban, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - South Shore Market Bank of America CorpFinancial Solutions Advisor - South Shore MarketQuincy, MA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor Northwestern MutualFinancial AdvisorProvidence, Rhode Island$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - South Braintree Financial Center Bank of America CorpFinancial Solutions Advisor - South Braintree Financial CenterBraintree, MA$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Sr. Clinical Dental Advisor, DentaQuest Sun Life Financial IncSr. Clinical Dental Advisor, DentaQuestWellesley Hills, MAThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. Act as a "scope of practice" auditor to prevent unnecessary specialist referrals for procedures the referring General Dentist is contractually or professionally capable of performing, thereby managing utilization costs and member access.
Sales Rep (Comfort Advisor) Gem Plumbing & HeatingSales Rep (Comfort Advisor)Lincoln, RIFull timeProvide customers with prompt and accurate price quotes, showcasing the latest technologies tailored to meet their specific needs, with a focus on leading with financing options. Develop and implement effective sales strategies to explore new business opportunities, including the identification of key decision-makers within targeted leads.
Automotive Service Advisor Nucar Southern New EnglandAutomotive Service AdvisorNorwood, MAFull timeNucar Nissan of Norwood , 525 Boston Providence Hwy, Norwood, MA 02062, is currently looking to add top notch Service Advisors to our busy award winning team! This position offers a 4 day work week with plenty of work and plenty of hungry, happy technicians and our service department has 3 years in a row Service Green CSE and above zone average!
Employment Support Advisor - Connect to Work (Mental Health) Warwickshire County CouncilEmployment Support Advisor - Connect to Work (Mental Health)Warwick, RI$33,699–$39,152 / yearWithin Warwickshire County Council, the Employability and Skills Team commissions services and provides a number of support services, primarily supporting businesses, gathering economic needs, whilst also supporting in the creation of career opportunities linking to employment, education and skills partners. We are proudly an award-winning team, recognised for its culture and employee engagement, we operate a "flexible working" staff policy, whilst also offering enhanced wellbeing and staff benefit programmes such as cycle to work schemes, childcare vouchers, pension and health care schemes.
Financial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.
Financial Solutions Advisor - Western MA Market Bank of America CorpFinancial Solutions Advisor - Western MA MarketWorcester, MA$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt 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.
Service Advisor Tesla IncService AdvisorProvidence, RI$17.17–$36.72 / hourBuild trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.
Risk Advisor Deland, Gibson InsuranceRisk AdvisorWorcester, MassachusettsIn this role, you will prospect and develop new business opportunities, deliver tailored risk assessments through our proprietary GRIP process, and provide proactive, high-touch client service. It’s a role that blends business development, client service, and problem-solving, giving you the chance to build strong relationships while helping people safeguard what matters most.
Automotive Service Advisor | Up to $130k/year AutoShop RecruitingAutomotive Service Advisor | Up to $130k/yearFairhaven, MassachusettsLeveraging your extensive knowledge of automotive systems and excellent communication skills, you will be responsible for overseeing the service team, managing customer interactions, and coordinating service processes to guarantee a seamless and satisfying experience for our clientele. If you are a dedicated and experienced automotive service professional with a passion for delivering outstanding customer service, we invite you to apply for the Service Advisor position and contribute to our commitment to excellence in automotive care.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorMassachusettsBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
VP, Advisor Consultant Teachers Insurance and Annuity Association of America (TIAA)VP, Advisor ConsultantRI$80,000–$120,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Service Advisor Herb Chambers FordService AdvisorBraintree, MassachusettsThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future.
VP, Advisor Consultant TIAAVP, Advisor ConsultantVirtual, MassachusettsIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
National Financial Solutions Advisor I (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Series 7 Required)East Providence, RI$65,000–$85,000 / yearSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Servicing Financial Advisor - Boston area Alera GroupServicing Financial Advisor - Boston areaNeedham, MassachusettsAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with established clients to provide ongoing financial planning and advisory support.
Wealth Advisor - Johnston, RI Citizens Financial Group IncWealth Advisor - Johnston, RIRI$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.