Financial Planner (Series 7/63 or 65/66) JobotFinancial Planner (Series 7/63 or 65/66)Westborough, MA$120,000–$200,000 / 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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
Financial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. 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.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Assistant Financial Planner/CFP SDL Search PartnersAssistant Financial Planner/CFPBoston, MassachusettsThis role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting). Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances.
Financial Advisor Northwestern MutualFinancial AdvisorWellesley, Massachusetts$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.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, Massachusetts$90,000–$125,000 / yearSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Tax - Senior Manager - Financial Services Industries Tax - Global Information Reporting DeloitteTax - Senior Manager - Financial Services Industries Tax - Global Information ReportingBoston, MA$119,490–$272,090 / yearAt Deloitte Tax LLP, our Global Information Reporting team provides expertise to clients to gain a competitive advantage by properly managing tax transparency regimes, enhancing their customer's experience and deploying effective technology to facilitate compliance with FATCA, CRS and other domestic and international withholding and reporting complex rules. Our spectrum of Global Information Reporting services range from FATCA, CRS, chapter 3 and 61 tax compliance globally, tax form validation services, Qualified Intermediary and Withholding Partnerships regimes, technology development in these areas, consulting services, controversy, risk management and audit readiness for these regimes.
Certified Financial Planner/Consultant Salem Five Cent Savings BankCertified Financial Planner/ConsultantSalem, MAFull timeSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Financial Solutions Advisor - South Shore Market Bank of America CorpFinancial Solutions Advisor - South Shore MarketQuincy, 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. Back to search results Financial Solutions Advisor - South Shore Market Quincy, Massachusetts; Sharon, Massachusetts; Boston, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Northern MA Market Bank of America CorpFinancial Solutions Advisor - Northern MA MarketBillerica, MA$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Northern MA Market Billerica, Massachusetts; Bedford, Massachusetts; Burlington, Massachusetts; Concord, Massachusetts; Wilmington, Massachusetts; Beverly, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 Solutions Advisor - Boston West Market Bank of AmericaFinancial Solutions Advisor - Boston West MarketBrookline, MassachusettsUS - MA - Belmont - 483 Trapelo Rd - WAVERLEY SQUARE BC (MA6166), US - MA - Brookline - 1319 Beacon St - Coolidge Corner (MA6209), US - MA - Chestnut Hill - 1234 Boylston St (MA6333), US - MA - Needham - 1455 Highland Ave - NEEDHAM BC (MA6269), US - MA - Newton - 808 Beacon St - Newton Centre Beacon (MA6105), US - MA - Waban - 466 Woodward St - WABAN BC (MA6109), US - MA - Waltham - 1065 Lexington St - WALTHAM NORTH BC (MA6116), US - MA - Waltham - 880 Main St - West End (MA6115), US - MA - Watertown - 39 Main St - Watertown Square (MA6114), US - MA - Wellesley - 342 Washington St - WELLESLEY HILLS BC (MA6293). 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 Solutions Advisor - Boston Market Bank of AmericaFinancial Solutions Advisor - Boston MarketBoston, MassachusettsUS - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Boston - 440 BOYLSTON ST - BACK BAY (MA5150), US - MA - Boston - 540 Commonwealth Ave - Kenmore Square (MA5148), US - MA - Cambridge - 1414 Massachusetts Ave - Harvard Square (MA5157), US - MA - Somerville - 406 Highland Ave - Davis Square (MA6141). 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.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandWoonsocket, RIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor - Burlington, MA RK PartnersFinancial Advisor - Burlington, MABurlington, MAYou’ll be supported by robust systems, ongoing training, mentorship, and a dedicated investment team that manages all portfolios, allowing you to concentrate fully on client relationships. As a Financial Advisor, your primary focus is delivering an outstanding client experience — retaining assigned clients and bringing new clients into the firm.
NewFinancial Advisor Workers Credit UnionFinancial AdvisorLittleton, MA$60,000–$200,000 / yearWCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Wealth Management Advisor (Andover, MA) TIAAWealth Management Advisor (Andover, MA)Andover, MassachusettsSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Associate Financial Advisor Claire Myers ConsultingAssociate Financial AdvisorWoburn, MassachusettsThe Associate Advisor will serve in a "second chair" capacity, ensuring client meetings are thoroughly prepared, supporting planning conversations, communicating with clients, and taking ownership of follow-through after meetings. As the Associate Advisor develops financial planning expertise, client communication skills, relationship management capabilities, and advisor judgment, they will have the opportunity to take on increasing responsibility and ultimately independently manage existing client relationships.
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerMedford, MA$83,000–$104,000 / yearAs a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Wealth Management Advisor (Waltham. MA) TIAAWealth Management Advisor (Waltham. MA)Waltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. 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).
Wealth Management Advisor (Boston, MA) TIAAWealth Management Advisor (Boston, MA)Boston, Massachusetts$100,000–$110,000 / yearRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 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).