JobotNewFinancial 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.
JobotNewFinancial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, MA$100,000–$140,000 / 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. 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.
JobotNewFinancial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis 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.
JobotNewFinancial 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.
NYL - BostonNewAssociate Financial Advisor NYL - BostonAssociate Financial AdvisorWestborough, MA$80,000–$150,000 / yearWork directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
Company ConfidentialFinancial Advisor Company ConfidentialFinancial AdvisorBoston, MAFull timeServe as a primary point of contact for assigned clients, delivering ongoing financial advice and supportConduct client meetings to assess financial goals, risk tolerance, and investment objectivesDevelop and maintain personalized financial plans, including retirement, investment, and wealth strategiesMonitor client portfolios and recommend adjustments based on market conditions and client needsEducate clients on financial products, strategies, and market trends in a clear and professional mannerMaintain accurate client documentation and ensure compliance with regulatory requirementsCollaborate with internal partners to deliver a seamless client experienceSupport client onboarding, account maintenance, and periodic reviews. Bachelor’s degree in Finance, Business, Economics, or a related field preferredActive Series 65 license required1–3+ years of experience in a financial advisory, wealth management, or client?facing financial roleStrong client relationship and communication skillsAbility to explain financial concepts to clients with varying levels of financial knowledgeHigh level of professionalism, integrity, and attention to detail.
Adviser Investments, LLCFinancial Planner Adviser Investments, LLCFinancial PlannerNewton, MA$85,000–$120,000 / yearOrganization 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.
Equitable Financial Life Insurance CompanyRetirement Planner - Retirement Benefits Group - MA, Boston (5203) Equitable Financial Life Insurance CompanyRetirement Planner - Retirement Benefits Group - MA, Boston (5203)boston, MA$250–$1,000Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights •Client Engagement Cultivate and expand your network within established markets •Products and Services Consultation Educate clients on our diverse financial products and services demonstrating how these solutions can be tailored to meet their unique needs •Client Service and Implementation Analyze and organize client data ensure confidentiality prepare and implement appropriate products & services •Work-Life Balance Flexible schedule to maximize productivity and personal time •Location Working outside the office in local schools and municipalities Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional Growth encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER CFP® Chartered Financial Consultant ChFC and Equitable Advisors own Credentialed Holistic Financial Coach program Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional Growth encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER CFP® Chartered Financial Consultant ChFC and Equitable Advisors own Credentialed Holistic Financial Coach program Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Equitable ServicesNewRetirement Planner - Retirement Benefits Group - MA, Boston (3894) Equitable ServicesRetirement Planner - Retirement Benefits Group - MA, Boston (3894)Boston, MA$250–$1,000Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorMiddleton, Massachusetts$61,000–$250,000 / yearNorthwestern 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.
Navigant Credit UnionSenior Financial Advisor Navigant Credit UnionSenior Financial AdvisorSmithfield, RIActs as a fiduciary, using the financial planning process to work directly with affluent and high-net-worth clients to uncover needs and provide broad-based guidance,designed to achieve theirclient's financial goals. Proactively engages in and documents marketing efforts as directed, to include outbound phone calls, emails, direct mail and other methods as appropriate.
Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - MA, Boston (5198) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - MA, Boston (5198)boston, MA$250–$1,000Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights •Client Engagement Cultivate and expand your network within established markets •Products and Services Consultation Educate clients on our diverse financial products and services demonstrating how these solutions can be tailored to meet their unique needs •Client Service and Implementation Analyze and organize client data ensure confidentiality prepare and implement appropriate products & services •Work-Life Balance Flexible schedule to maximize productivity and personal time •Location Working outside the office in local schools and municipalities Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional Growth encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER CFP® Chartered Financial Consultant ChFC and Equitable Advisors own Credentialed Holistic Financial Coach program Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional Growth encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER CFP® Chartered Financial Consultant ChFC and Equitable Advisors own Credentialed Holistic Financial Coach program Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
SDL Search PartnersNewRemote Wealth Planner (CFP Path) - Growth & Planning SDL Search PartnersRemote Wealth Planner (CFP Path) - Growth & PlanningBoston, MARemoteResponsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team.
Rockefeller Capital ManagementNewSenior Tax Planner Rockefeller Capital ManagementSenior Tax PlannerBoston, Massachusetts$225,000–$250,000 / yearComprehensive 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.
Commonwealth Financial NetworkPlanner, Conference and Events Commonwealth Financial NetworkPlanner, Conference and EventsWaltham, MACommonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement.
The Fountain Group LLCPharma Meeting & Congress Planner The Fountain Group LLCPharma Meeting & Congress PlannerCambridge, MA$65–$70.70 / hourThe Meeting & Congress Planner Contractor will support the planning and execution of internal meetings, external engagements, and congresses across North America Commercial therapeutic areas, with a primary focus on congress management and execution. This role will partner closely with internal stakeholders, external vendors, and industry associations to support seamless delivery of high-quality programs while ensuring compliance with all corporate, financial, legal, regulatory, and travel policies.
Prysmian SpABuyer/ Planner Prysmian SpABuyer/ PlannerTaunton, MA$49,140–$93,073 / yearWith 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.
GTT, LLCSenior Store Planner GTT, LLCSenior Store PlannerMarlborough, MAAssists Store Planning Management in training and providing technical guidance to Store Planners and outside consultants with regards to implementation of planning guidelines and chain specific prototype requirements for new stores, relocations, expansions, remodels, and special projects for designated Client chains. In conjunction with Store Planning Manager, assigns projects for all new stores, relocations, expansions, remodels and special projects for designated Client chains to Store Planning associates and outside consultants.
TeradyneProduction / Material Planner (Teradyne, N. Reading MA) TeradyneProduction / Material Planner (Teradyne, N. Reading MA)North Reading, MA$77,600–$124,100 / yearATTENTION APPLICANTS WITH DISABILITIES: If you’re unable to access our on-line application due to a disability you may visit one of our locations or our Corporate Office at 600 Riverpark Drive, North Reading, MA and request a paper application form. Opportunity Overview: The NPI Production/Material Planner is responsible for ensuring timely material availability for new product builds from prototype through production release.
FormlabsSupply Chain Planner FormlabsSupply Chain PlannerSomerville, MA$90,000–$140,000 / yearAt Formlabs, we’re building the tools that make it possible for anyone to bring their ideas to life, from cutting-edge products to life-saving medical devices. Our 3D printing technology powers innovation at more than 50,000 industry leaders worldwide, including Apple, Google, Tesla, New Balance, and NASA.
Bristol Myers SquibbSenior Specialist, Cell Therapy Patient Planner in Devens, MA Bristol Myers SquibbSenior Specialist, Cell Therapy Patient Planner in Devens, MADevens, MA$84,830–$102,794 / yearBased on eligibility*, additional time off for employees may include unlimited paid sick time, up to 2 paid volunteer days per year, summer hours flexibility, leaves of absence for medical, personal, parental, caregiver, bereavement, and military needs and an annual Global Shutdown between Christmas and New Years Day. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.
Whoop IncStaff Business Planner Accessories & Apparel Whoop IncStaff Business Planner Accessories & ApparelBoston, MA$130,000–$170,000 / yearAt WHOOP, we view total compensation as the combination of base salary, equity, and benefits with equity serving as a key differentiator that aligns our employees with the long-term success of the company and allows every member of our corporate team to own part of WHOOP and share in the companys long-term growth and success. • Develops sales plan for the Apparel & Accessories business spanning short-term forecasts through multi-year outlooks by defining forecasting methodologies and assumptions that align demand, inventory, and financial outcomes.
Porter Novelli IncSenior Vice President OR Vice President, Strategic Planner - Healthcare Porter Novelli IncSenior Vice President OR Vice President, Strategic Planner - HealthcareBoston, MA$140,000–$180,000 / yearOur combination provides more of what clients need right now: teams with deeper sector expertise, faster access to solutions, and the precision to handle complex, mission-critical assignments. -Building Together- Fleishman Hillard and Porter Novelli are coming together as one integrated agency under the Fleishman Hillard banner, bringing together two industry-leading teams to create something even stronger.
WayfairNewMedia Planner, Senior Associate WayfairMedia Planner, Senior AssociateBoston, MARemote$83,500–$92,250 / yearYou will manage day-to-day workflow across a high volume of campaigns, coordinating closely with analytics, creative, and channel execution teams to deliver on-time, high-quality launches. Ensure consistency in planning assumptions, channel roles, and budget allocation across campaigns, proactively identifying gaps or errors and course-correcting.
City of Cambridge MassachusettsNewHousing Development Planner City of Cambridge MassachusettsHousing Development PlannerCambridge, MAKnowledge, Skills, and AbilitiesExcellent organizational and time management skills; ability to manage and prioritize workloads, multi-task and meet deadlines while working in a fast-paced environment; Self-motivated and detail-oriented; capacity to work independently, and to work collaboratively and cooperatively with colleagues; Ability to exercise good judgment and focus on detail as required by the job; Strong computer skills including proficiency with Microsoft Office software (Outlook, Word, Excel) and familiarity with or ability to master other software applications, programs and data systems relevant to the job; Ability to develop, research, analyze, interpret and communicate written program guidance, requirements, and regulations; Ability to understand and navigate zoning requirements and familiarity with green building/sustainable development practices, programs, and resources; Ability to prepare, analyze, interpret and summarize complex financial projections; Excellent communication skills, both written and oral; ability to communicate with people from all backgrounds in a courteous, compassionate, and professional manner; Commitment to anti-racism, diversity, equity and inclusion. Essential QualificationsBachelor's degree with 7 years of experience in affordable housing finance and/or development, or comparable professional experience; a Master's degree in real estate finance or development, urban planning, economics, or a related field may be substituted for 2 years of work experience; Experience and expertise in affordable housing finance and/or managing development of affordable housing; Experience with real estate finance and affordable housing capital subsidy programs (e.g.
ShawmutSenior Planner Scheduler ShawmutSenior Planner SchedulerBoston, Massachusetts$140,000–$180,000 / yearWe’ve been honored as a National Fortune Best Workplace, a Fortune Best Workplace for Women, Millennials, and Parents, and one of America’s Best Employers by Forbes—along with numerous regional recognitions across our 15 offices nationwide. As our business continues to grow with large projects currently underway and a significant pipeline into 2026, we are adding several new hires to support our active and upcoming work.
The Bulfinch GroupNewFinancial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding 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.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorBurlington, MAFirst 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.
Commonwealth Financial NetworkSenior Financial Advisor, House Accounts Commonwealth Financial NetworkSenior Financial Advisor, House AccountsWaltham, MACustomer Service: Advisors are responsible for all functions of client relationship maintenance, including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails, and proactive client outreach. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide.
Ameriprise Financial IncFinancial Advisor Ameriprise Financial IncFinancial AdvisorMiddleton, MA$48,000–$60,000 / yearYou'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.
CAPTRUSTFinancial Advisor - Retirement Plans CAPTRUSTFinancial Advisor - Retirement PlansBoston, Massachusetts$100,000–$130,000 / yearAs 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.
OsaicFinancial Advisor OsaicFinancial AdvisorBoston, MA$100,000–$108,000 / yearWe 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. 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.
JPMorgan Chase & CoU.S. Private Bank - Wealth Strategist - Executive Director JPMorgan Chase & CoU.S. Private Bank - Wealth Strategist - Executive Directorboston, MAJob Responsibilities Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding Work with advisors to develop business opportunities with new and existing clients Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making Present in an easily digestible, conversational manner Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagementsRequired Qualifications, Skills and Capabilities Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues Strong financial planning knowledge in regards to cash flows, decision making, and goals‐based planning and process driven engagements Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) Willingness to travel regularly throughout J.P. Morgan Private Bank's East RegionPreferred Qualifications, Skills and Capabilities Strong presentation skills in one-on-one and group meetings Ability to coach colleagues, client advisors and clients Ability to comfortably use analytics to provide guidance to clients in a compelling manner Ability & experience in understanding clients' financial situations and personal circumstances Strong ability to liaise with local and U.S. leadership JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Rockland TrustPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAFull timeAs 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Concord JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West ConcordConcord, MAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Medford, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Medford, MAMedford, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor, Reading, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor, Reading, MAReading, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - West Concord JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - West ConcordConcord, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore MarketBoston, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MAWayland, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAMattapan, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
First Command Financial Services, Inc.NewDistrict Advisor First Command Financial Services, Inc.District AdvisorBurlington, MAThe District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building—with the ability to scale a business, develop leaders, and unlock uncapped growth potential. As a DA, you will operate as an independent business owner and registered principal, leading a team of financial advisors serving military families while driving the growth and performance of your own district.
ConfidentialNewAssociate Vice President and Wealth Advisor ConfidentialAssociate Vice President and Wealth AdvisorBoston, MAAssociate Vice President and Wealth AdvisorAbout the CompanyPremier investment advisor & managerIndustryInvestment ManagementTypePrivately HeldAbout the RoleThe Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients.
Northern TrustInvestment Associate Northern TrustInvestment AssociateBoston, MAFull timeThe Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties: Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Bank of America CorpNewPortfolio Mgr III Bank of America CorpPortfolio Mgr IIIBoston, MA$135,600–$300,000 / yearKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Corebridge Financial IncRetirement Plan Consultant - Boston, MA Corebridge Financial IncRetirement Plan Consultant - Boston, MABoston, MAHigh school diploma or GED required; Bachelors Degree preferred • Series 7, Series 66 preferred and appropriate state insurance licenses required • CFP, ChFC or similar designations desirable • Must have excellent presentation skills • Bilingual Spanish/English skills a plus. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Sentinel GroupParaplanner Sentinel GroupParaplannerWakefield, MAFull timeWith a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities.
Professions IncLead Tax Advisor - Boston Professions IncLead Tax Advisor - BostonBoston, MA$130,000–$160,000 / yearAdvanced proficiency with Windows and productivity tools (MS Office, Excel, Adobe Acrobat) and the ability to ramp quickly on new platforms such as CCH Axcess Tax, BNA Tax Planner, and research resources (e.g., RIA Checkpoint, BNA portfolios or equivalent). We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter expert and leader of the tax client service function.
Northpointe BankBranch Manager Northpointe BankBranch ManagerBOSTON, MARemote$40,000This is a hands-on mortgage leadership role — ideal for a proven producer who is passionate about originating loans, recruiting and developing Loan Officers, and building a profitable, compliant mortgage operation. We’re hiring a Producing Branch Manager to organize and manage a Mortgage Loan Production Team, driving sales growth while ensuring compliance, customer satisfaction, and team development.
Geometric Wealth Advisors(Remote) Tax Senior Associate Geometric Wealth Advisors(Remote) Tax Senior AssociateBoston, MARemoteFull timeTax planning/consulting:Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients (e.g., clients with stock-based compensation, self-employed clients with fluctuating cashflows, and clients with multiple sources of income). The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax Senior Associates) and collaborate with our Wealth Advisors and Financial Planning team to serve our approximately 250 (and growing quickly) client families.