NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)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.
NewFinancial Advisor JobotFinancial AdvisorLynn, 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.
Sr. Family Office Financial Planner Adviser Investments, LLCSr. Family Office Financial PlannerBoston, MA$115,000–$150,000 / yearThey 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.
Associate Financial Planner Grenier Financial ServicesAssociate Financial PlannerSpringfield, MA$50,000–$60,000 / yearFull timeOur firm is growing, and we are seeking an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence.
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.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, MassachusettsSalem 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.
Senior Financial Planner LPL Financial ServicesSenior Financial PlannerBoston, MA$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewCertified 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 Advisor Northwestern MutualFinancial AdvisorAndover, 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, PFC MassachusettsWestfield, MAServices 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC MassachusettsWestfield, MAServices 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.
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.
Principal Supply Planner FLEXcon Company IncPrincipal Supply PlannerMA$89,110.69–$148,517.82 / yearThe Principal Supply Planner is responsible for developing, managing, and continuously improving the end-to-end supply plan and supply strategy for assigned products, product families, or business units. This role translates demand forecasts into executable, capacity-feasible production and procurement plans while balancing customer service, inventory investment, and total supply chain cost.
Sr. Merchandising Planner Rue La La, Inc.Sr. Merchandising PlannerBoston, MA$95,000–$110,000 / yearRue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully considers a wide range of compensation factors, including but not limited to, prior experience, education, certification(s), license(s), skills and expertise, location, internal equity, and other factors that are job related and consistent with business need. About the Role: As a Senior Planner, you will lead a talented team of planners, collaborate with cross-functional departments, and leverage advanced analytics to support high-level strategic direction.
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.
Financial Solutions Advisor - Western MA Market Bank of AmericaFinancial Solutions Advisor - Western MA MarketWorcester, MassachusettsKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Northern MA Market Bank of AmericaFinancial Solutions Advisor - Northern MA MarketBillerica, MassachusettsUS - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Beverly - 17 Enon St - BEVERLY BC (MA6136), US - MA - Billerica - 464 Boston Rd (MA6139), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Concord - 52 MAIN ST - CONCORD CENTER BC (MA6128), US - MA - Wilmington - 390 Main St - WILMINGTON BC (MA6146). 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.
Merrill Advisor Development Program - Financial Advisor-Partially Registered: Suburban Boston Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor-Partially Registered: Suburban Boston MarketWestborough, MA$38.46–$43.27 / hourJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.