p>E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. p>E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
p>For California Applicants: Information on your California privacy rights can be found. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Virtual, Massachusetts9 days ago
In 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.
Building from its core expertise of administering residential energy efficiency programs, Abode implements many utility and government-sponsored programs helping homeowners and small businesses develop and implement plans to electrify and decarbonize their buildings, while supporting contractors to provide quality decarbonization services. The Advisor will partner with the rest of the team to provide ongoing support to both contractors and customers, with tasks including managing a shared inbox/phone line for contractor inquiries, responding to and helping to resolve customer and contractor issues, and conducting regular reviews of contractor certifications and following up as needed to obtain renewed documents.
Melrose, Massachusetts3 days ago
This employment opportunity at TruStage located at Metro Credit Union in Melrose, MA would allow you to join Metro Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Metro Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Boston, Massachusetts16 days ago
The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
p>Sales management experience in retail, luxury retail, or service-related industry preferred; Bachelor's Degree in a related field is preferred; Proven ability to drive positive customer experiences that build loyalty and deliver measurable results; Ability to manage competing priorities in a fast-paced environment; Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook; Industry awareness and strong business acumen; Strong verbal and written communication skills and excellent organizational skills; Passion for the Fashion Industry; Flexibility to work a retail schedule which will include evenings, weekends, and holidays. • Provide supervision and guidance to Client Advisors on the selling floor to deliver the highest performance through a customer centric attitude, driving sales as a client advisor leader; • Partner with the Team Manager to support real time coaching and feedback to achieve business and product category goals; • Assist in the development and growth within your team; • Ensure a consistent and branded onboarding experience for Client Advisors and facilitate training in collaboration with store management, ensuring brand initiatives are clearly understood.
p>We are looking for energetic, creative, and enthusiastic Style Advisor to join the Equinox team at our Equinox Franklin Street location! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/.
For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/. We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art Seaport location.
p>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at our Equinox Club in Chestnut Hill! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. In addition to Equinox, our other brands, Blink, Pure Yoga, SoulCycle, Equinox Hotels and Equinox Media are all recognized for inspiring and motivating members and employees to maximize life.
Middleton, Massachusetts30+ days ago
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Cumberland, RI30+ days ago
Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. (Universal Banker) at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience.
Massachusetts, MA30+ days ago
Our Connected Planning solutions drive some of the world's largest companies, provide real-time insights, and enable smarter, data-driven decisions that optimize performance and improve decision-making across the enterprise. As a trusted leader and subject matter expert, you will: Strategic Advisory: Generate new business by supporting our strategic accounts and large deals on technology and enterprise architectures.
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Middleton, Massachusetts30+ days ago