91 Results for

Certified Financial Planner Jobs in South Boston, MA

Jobs

Westborough, MA

$120,000–$200,000 / year

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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

6 days ago

Westborough, MA

$125,000–$175,000 / year

This 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.

1 day ago

Westborough, MA

$100,000–$140,000 / year

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. 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.

6 days ago

Westborough, MA

$120,000–$200,000 / year

Since 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.

6 days ago

Reading, Massachusetts

p>Salem 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.

Work with internal marketing and external 3^rd party vendors to create, maintain and enhance client deliverables, including but not limited to LPL Clientworks, E-Money, Morningstar,etc.

11 days ago

Boston, MA

$115,000–$150,000 / year

They will be a member of the RWA Family Office Financial Planning team, advising clients with net worths in excess of $10,000,000 on all aspects of financial planning and supporting the team in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships.

ESSENTIAL FUNCTIONS:

The Family Office Financial Planner will lead clients with planning and analysis in areas including, but not limited to, income taxes, insurance, equity compensation, trust and estate planning, Social Security, Medicare, retirement planning, educational funding, and investment planning.

30+ days ago

Newton, MA

$85,000–$120,000 / year

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.

30+ days ago

$70,000–$80,000 / year

On 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.).

30+ days ago

Middleton, Massachusetts

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

30+ days ago

Peabody, Massachusetts

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US - MA - Acton - 271 Great Rd - ACTON BC (MA6127), US - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Chelmsford - 2 Summer St - CHELMSFORD BC (MA6154), US - MA - Peabody - 189 ANDOVER ST - PEABODY BC (MA6196), US - MA - Reading - 20 Walkers Brook Dr - WALKER'S BROOK BC (MA6315), US - MA - Winchester - 35 Church St - Winchester - Church Street (MA6155), US - MA - Woburn - 2 Cummings Park - Cummings Park (MA6159). 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.

30+ days ago

Boston, Massachusetts

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US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Boston - 440 BOYLSTON ST - BACK BAY (MA5150), 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.

30+ days ago

Brookline, Massachusetts

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US - 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.

30+ days ago

Smithfield, Rhode Island

Remote

See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments. Sales
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.

4 days ago

boston, MA

Today, we are America's top independent financial planning and investment advisory firm, recognized by\u202fBarron's\u202f1\u202fwith 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets\u202f2\u202fOur unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Quincy, MA

$70,000–$80,000 / year

On 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.

30+ days ago

Boston, MA

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.

30+ days ago

Services 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.

30+ days ago

Boston, MA

$250,000–$1,000,000

p>A highly respected wealth management organization is seeking an experienced Wealth Management Advisor to join a growing advisory platform focused on serving high-net-worth and ultra-high-net-worth clients. The successful candidate will work alongside an experienced team while maintaining a significant degree of autonomy in managing client relationships, wealth planning strategies, and business development activities.

2 days ago

Boston, Massachusetts

$225,000–$250,000 / year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

27 days ago

Boston, MA

$90,000–$120,000 / year

p>Qualifications:

• Series 7, 66 licenses required • CFP Preferred • Bachelor's degree required • 2+ years of financial services experience or related industry • Exemplary in communication, presentation, time-management and organizational skills • Detail oriented with an ability to handle multiple priorities • Ability to work efficiently under pressure, with a focus on the client experience • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions • Successful completion of background check and pre-employment assessments • Knowledge of Money Guide Pro preferred but not required. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Boston, MA

$101,100–$134,700 / year

li>Professional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation. We hold fast to our values-diversity, collaboration, and innovation-and we're only half-joking when we tell people to run until apprehended, because we see our studio less like an office and more like a test lab.

30+ days ago

Bedford, MA

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. Acting as the interface to Sales, this role translates SIOP forecasts into actionable production schedules and collaborates with Buyers to optimize inventory levels, support just-in-time material flow, and reduce inefficiencies such as excess changeovers.

9 days ago

Boston, MA

$60,500–$104,500 / year

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC's high-performance culture.

10 days ago

Devens, MA

$78,000–$125,350 / year

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

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.

10 days ago

Taunton, MA

$49,140–$93,073 / year

With Diversity, Equity, and Inclusion (DE&I) as part of our Social Ambition 2030 and a strategic pillar of our Company culture, Prysmian is committed to the development of an organization that prioritizes talent, where people feel respected, included, and free to fully express their potential just as they are. Each year, the company manufactures thousands of miles of underground and submarine cables and systems for power transmission and distribution, as well as medium low voltage cables for the construction and infrastructure sectors.

30+ days ago

Needham, MA

$55,000–$155,000

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.

27 days ago

Tewksbury, 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

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

Remote

$24.03–$26.44 / hour

30+ days ago

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

Middleton, Massachusetts

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Full time

Exempt/Non-Exempt.

Non-Exempt

Job Family Group.

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.

16 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

Melrose, Massachusetts

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.

5 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

Boston, Massachusetts

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Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify.

Supported 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.

12 days ago

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

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

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.

4 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

Newton, Massachusetts

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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.

11 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 .

18 days ago

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.

6 days ago

Lexington, Massachusetts

10 days ago

Lowell, Massachusetts

10 days ago

Lowell, MA

$61,880–$92,560 / year

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

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Certified Financial Planner Jobs in South Boston, MA

Financial Planner (Series 7/63/65/66) Jobot

Financial Advisor (CFP Preferred) Jobot

Financial Advisor (2 Openings) Jobot

Financial Advisor Jobot

Certified Financial Planner/Consultant Make Your Move

Sr. Family Office Financial Planner Adviser Investments, LLC

Financial Planner Adviser Investments, LLC

Financial Solutions Advisor - Sharon Financial Center Bank of America Corp

Financial Advisor Northwestern Mutual

Financial Solutions Advisor - Northern MA Market Bank of America

Financial Solutions Advisor - Boston Market Bank of America

Financial Solutions Advisor - Boston West Market Bank of America

Financial Planning Consultant - Smithfield, RI Fidelity

Director, Financial Planning - Boston, MA Edelman Financial Engines LLC

Financial Solutions Advisor - South Shore Market Bank of America Corp

J.P. Morgan Wealth Management - Vice President, Wealth Planner JPMorgan Chase & Co

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health Inc

Financial Advisor Morganoff Consulting

Senior Tax Planner Rockefeller Capital Management

Financial Planning Engagement Desk - Associate Planning Director (Northeast Region) Morgan Stanley

Medical Planner Perkins+Will Inc

Production Planner Novanta Inc

Senior Financial Associate Royal Bank of Canada

Sr. Demand Planner Avantor Inc

Production Planner Novanta

Buyer/ Planner Prysmian SpA

Financial Advisor The Bulfinch Group

Financial Advisor Edward D Jones & Co LP

Financial Advisor First Command Financial Services, Inc.

Virtual Financial Advisor - Nashua, NH Thrivent Financial for Lutherans

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Counsel, AVP - WIM Financial Advisor Recruiting Wells Fargo & Co

Financial Advisor Ameriprise

Servicing Financial Advisor - Boston area Alera Group Inc

Financial Advisor - Retirement Plans CAPTRUST

Financial Advisor - Metro Credit Union LPL Financial

Financial Advisor Osaic Inc

Financial Advisor Manulife

Claims Examiner II, Lawyers and Financial Advisors Markel Group Inc

Merrill Advisor Development Program - Financial Advisor: Wellesley Market Bank of America Corp

Financial Advisor - Bilingual Cambodian Speaking Preferred TD Bank

Financial Advisor - Lexington, Massachusetts The Toronto-Dominion Bank

Client Service Specialist - Ameriprise Financial Advisors - Newton MA Ameriprise

Servicing Financial Advisor - Boston area Alera Group

Financial Advisor Associate - North Andover, Massachusetts TD Bank

Financial Advisor Associate - Lexington, Massachusetts TD Bank

Financial Advisor Associate- Bilingual Cambodian Speaking Preferred TD Bank

Financial Advisor Associate - Lowell, Massachusetts The Toronto-Dominion Bank

Financial Advisor Associate - Lexington, Massachusetts The Toronto-Dominion Bank

Financial Advisor Associate - North Andover, Massachusetts The Toronto-Dominion Bank

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