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90 Results for

Certified Financial Planner Jobs in East Boston, MA

United States of America

Work hours/week:.

53 STATE STREET:BOSTON

City:.

15 days ago

MA
  • $78,000–$125,350 / year

p>The Opportunity:

Avantor is looking for a Senior Demand Planner to play a critical role in driving forecast accuracy and aligning demand plans with commercial strategies, inventory targets, and financial objectives within the Avantor Fluid Handling (AFH) business segment.

3rd Party Non-Solicitation Policy:

By submitting candidates without having been formally assigned on and contracted for a specific job requisition by Avantor, or by failing to comply with the Avantor recruitment process, you forfeit any fee on the submitted candidates, regardless of your usual terms and conditions.

30+ days ago
Novanta logo

Bedford, Massachusetts

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The Production Planner for Precision Manufacturing coordinates production to ensure timely and efficient product delivery by managing schedules, inventory, and cross-functional communication. This role partners with Customer Care, Sales, Product Management, and Operations to develop production plans that align with customer demand and business priorities, while serving as the subject matter expert for Oracle MRP to drive planning accuracy and efficiency.

13 days ago

Haverhill, MA
  • $45,000–$100,000 / year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

30+ days ago
New

MA
  • $45,000–$100,000 / year

p>Benefits:

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

Compensation:

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

5 days ago

Needham, MA
  • $55,000–$155,000

li>

Expanding 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.

    • 30 days ago

    Burlington, MA

    p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

    We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

    30+ days ago

    Nashua, NH
    Remote
    • $25.96–$28.85 / hour

    p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

    Thrivent 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.

    30+ days ago

    MA
    Remote
    • $24.03–$26.44 / hour

    p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

    Thrivent 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.

    30+ days ago
    Wells Fargo & Co logo

    Boston, MA
    • $100,000–$196,000 / year

    They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The individual selected will be responsible for: (i) providing advice and guidance on financial advisor (FA) recruiting matters, (ii) analyzing and advising on legal questions concerning the Protocol for Broker Recruiting, (iii) advising on FINRA Form U5s, and (iv) supporting evolving WIM and Legal Department priorities.

    30+ days ago
    Ameriprise Financial Inc logo

    MA
    • $48,000–$60,000 / year

    You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.

    30+ days ago

    Needham, MA
    • $80,000–$95,000 / year

    p>At 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.

    • 19 days ago

    Melrose, MA
    • $50,000–$80,000 / year

    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.

    7 days ago

    Boston, MA
    • $100,000–$108,000 / year

    We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

    Summary:

    The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.

    30+ days ago

    MA

    This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

  • Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.

    • 30+ days ago

    Boston, Massachusetts
    • $100,000–$130,000 / year

    As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets.

    30+ days ago
    TD Bank logo

    Lowell, Massachusetts

    li>Ensures 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.

    7 days ago

    Needham, Massachusetts
    • $80,000–$95,000 / year

    p style="margin:0px">At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Overview:

    Alera_Color_250x80.

    21 days ago
    Business Support & Operations

    Line of Business .

  • General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.

    • 14 days ago

    Wellesley Hills, MA
    • $80,000–$90,000 / year

    Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

    30+ days ago

    Lexington, MA

    n \nAs a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.\n \nLine of Business:\n \nTD Wealth\n \nJob Description:\n \nThe Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience\n Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners\n Executes in thorough manner that is compliant with regulations, policies and procedures\n Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g.

    30+ days ago
    TD Bank logo
    New

    North Andover, Massachusetts

    The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

  • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

    • 5 days ago
    TD Bank logo
    New

    Lexington, Massachusetts

    The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

  • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

    • 5 days ago
    TD Bank logo
    New

    Lowell, Massachusetts

    The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

  • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

    • 5 days ago

    Lowell, MA
    • $61,880–$92,560 / year

    The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

  • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

    • 30+ days ago

    Lexington, MA
    • $61,880–$92,560 / hour

    OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelors degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

    30+ days ago

    North Andover, MA
    • $61,880–$92,560 / hour

    OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

    30+ days ago

    Massachusetts

    ul>

  • Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all international Gamma Phi Beta guidelines and expectations.

    • Promote member retention by reviewing financial early warning indicators in OmegaFi and collaborating with the chapter advisor, chapter president, FVP and collegiate chapter supervisor to implement intervention strategies that result in retaining members.

    • 9 days ago

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