21 Results for

Financial Planner Jobs in Fairhaven, MA

Jobs

Providence, Rhode Island17 days ago

$61,000–$250,000 Per Year

ul style="margin-bottom:0;margin-top:0">

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.

RI30+ days ago

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.

Newport, RI30+ days ago

Part-time

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.

Fairhaven, Massachusetts30+ days ago

p style="text-align:inherit"/>

US - MA - Fairhaven - 16 Berdon Way - FAIRHAVEN BC (MA6194), US - RI - Cranston - 260 Atwood Ave - WEST CRANSTON BC (RI1120), US - RI - Johnston - 1491 ATWOOD AVE - JOHNSTON BC (RI1117), US - RI - Providence - 215 Atwells Ave (RI1112), US - RI - Providence - 814 HOPE ST - HOPE STREET BC (RI1101). 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.

Providence, RI30+ days ago

$125,000–$350,000 Per Year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. 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.

Taunton, MA30+ days ago

$49,140–$93,073 Per 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.

RI30+ days ago

$111,000–$147,000 Per Year

li>Own the reporting and analysis of supply and material health and ensure that stakeholders have the inputs they need to make decisions across Engineering (cut-in dates for new designs), Purchasing (signals on what to buy), Manufacturing (signals on being clear-to-build and what to build), Business Development (supply overview to drive customer contracts).

To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind:

No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process.

RI19 days ago

Remote

$75,998–$94,997 Per Year

In addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting. SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide.

RI19 days ago

Remote

$91,878–$114,848 Per Year

MA30+ days ago

p>Department Information:

The University Events planning team coordinates campus events and provides customer service for meetings and conferences sponsored by student, academic, administrative, external groups and major University Events.

EVENT PLANNER JOB DESCRIPTION:

An Event Planner (EP) works alongside professional staff members in University Events to support reservations for all groups across campus.

RI30+ days ago

$85,000–$112,000 Per Year

p>To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind:

No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years.

Lincoln, Rhode Island30+ days ago

You’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred.

Learn more about Allstate India Private Limited.

Barrington, RI30+ days ago

$72,280–$108,160 Per Year

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.

North Providence, RI30+ days ago

As 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.

Osterville, MA30+ days ago

Full-time

The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.

MA30+ days ago

p>The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence.

Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.

RI22 days ago

Remote

$4,100–$4,700

Master''s degree in accounting or finance; or, 18 graduate credits in discipline plus a master''s degree from a regionally accredited institution, or other appropriate accreditation as determined by Johnson & Wales University. The university reserves the right to modify, amend or terminate any benefit or benefit programs as they apply to any participants, including but not limited to current and former employees.

Cranston, Rhode Island30+ days ago

div>

Legally eligible to work in the U.S;
Must be willing to undergo entrance and periodic, background checks, and DMV/driving record checks;
Reasonable level of physical fitness with no health issues that would interfere with the physical demands and/or conditions of the work environments customary for this type of work, to include the ability to lift and carry 50 pounds up and down a flight of stairs;
Able to work for extended periods of time in Personal Protective Equipment (PPE), including wearing a full-face mask respirator;
Possess functional English language skills to interact with customers and employees. In addition to on-the-job training and weekly team training sessions, we pay for employee’s travel, lodging, hourly pay, per-diem and course fees to certify through the Institute of Inspection, Cleaning & Restoration Certification (IICRC):

Water Restoration Technicians (WRT).

Cranston, Rhode Island14 days ago

div>

Legally eligible to work in the U.S;
Must be willing to undergo entrance and periodic, background checks, and DMV/driving record checks;
Reasonable level of physical fitness with no health issues that would interfere with the physical demands and/or conditions of the work environments customary for this type of work, to include the ability to lift and carry 50 pounds up and down a flight of stairs;
Able to work for extended periods of time in Personal Protective Equipment (PPE), including wearing a full-face mask respirator;
Possess functional English language skills to interact with customers and employees. In addition to on-the-job training and weekly team training sessions, we pay for employee’s travel, lodging, hourly pay, per-diem and course fees to certify through the Institute of Inspection, Cleaning & Restoration Certification (IICRC):

Water Restoration Technicians (WRT).

Plymouth, Massachusetts30+ days ago

$100,000–$300,000

li>Building and managing realtor referral partnerships using the Leadling CRM, including lead pipeline management, automated follow-up, co-marketing, and landing page/funnel creation. As part of our dynamic mortgage lending division, you will benefit from robust operational support and access to the Leadling CRM and business development system, empowering you to grow realtor referrals and scale your team.

Providence, RI30+ days ago

Remote

$70,300–$93,700 Per Year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. 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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Planner job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Planner Jobs in Fairhaven, MA

Financial Advisor Northwestern Mutual

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

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

Financial Solutions Advisor - Rhode Island Market Bank of America

Director, Financial Planning Edelman Financial Engines LLC

Buyer/ Planner Prysmian SpA

Supply Planner Anduril Industries Inc

Supply Planner SOLV Energy LLC

Senior Supply Planner SOLV Energy LLC

Work Study Event Planner Bridgewater State University

Buyer/Planner Anduril Industries Inc

Personal Financial Representative - RI Allstate

Financial Advisor - Barrington, Rhode Island The Toronto-Dominion Bank

Private Client Relationship Manager Citizens Financial Group Inc

Relationship Manager - Investment Management Group Rockland Trust

Relationship Manager - Investment Management Group Rockland Trust Company

Faculty-Adjunct-Online-Accounting & Finance Johnson & Wales University

Restoration Technician PuroClean

Construction Apprentice PuroClean

Sr. Loan Officer/Team Leader - MA Leadling

Sr. Retirement Plan Administrator (Providence, RI or Remote) Edelman Financial Engines LLC

Resume Resources

Get noticed by top employers!