Financial Customer Associate - Merrimack, NH Fidelity InvestmentsFinancial Customer Associate - Merrimack, NHMerrimack, NHFull timeIn this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.
Associate Vice President of Financial Planning, Data, and Analysis Lesley UniversityAssociate Vice President of Financial Planning, Data, and AnalysisCambridge, MA$171,375–$194,744 / yearAt Lesley University we strive for a supportive and equitable environment where people -- regardless of race, ethnicity, color, sex, physical ability, religion, national origin or ancestry, age, neurodiversity, sexual orientation, gender identity or expression, genetic information, veteran or military status, membership in uniformed services, and all other categories protected by applicable state and federal laws -- can participate equally and fully as their true selves in all aspects of university life. In doing so, Lesley strives for a campus culture and community that fosters a true sense of belonging for all, provides opportunity for everyone to participate equally and fully in the Lesley experience, and helps to develop each individual's capacity to confidently and competently engage within and across difference.
Sr Manager of Accounts Payable, Shared Services JobotSr Manager of Accounts Payable, Shared ServicesDedham, MA$125,000–$150,000 / yearManager of Accounts Payable, you will be responsible for managing a centralized AP team and the full AP lifecycle including, invoice intake and processing, approval workflows, vendor payments (check, ACH, wire), vendor master data and management. 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.
Financial 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.
NewManager, Financial Planning & Analysi Kforce Inc.Manager, Financial Planning & AnalysiWestborough, MA$130,000–$160,000Experience in a mid-to-large sized company environment (ideally $500M+ revenue) with experience from industries such as manufacturing, construction, distribution, retail, or other product-based environments strongly preferred. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Financial 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.
Financial 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.
Financial Associate - Training Provided Rise North CapitalFinancial Associate - Training ProvidedNashua, NHRemoteWe will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
Financial 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.
NewVP Social Work and Behavioral Health Services Fresenius Medical CareVP Social Work and Behavioral Health ServicesWaltham, MAAbility and willingness to make impact by bringing innovative ideas, energy, and strategies together in a thoughtful and comprehensive approach, taking initiative, tackling new opportunities and challenges with a sense of urgency, high energy, and enthusiasm. With a focus on quality, clinical excellence and strategic foresight, this role is key in identifying new strategies and services that address and improve patient quality of life, transplant referrals, and treatment adherence.
NewCompensation Analyst Vaco LLCCompensation AnalystWaltham, MA$90,000–$120,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewOnsite Service Specialist I - Milford NH MSCOnsite Service Specialist I - Milford NHMilford, NH$19.62–$29.97 / hourWith more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. Manage MSC ControlPoint Solutions, including Vendor Managed Inventory, Vending, or Storeroom programs; may require ordering, product put-away, and optimization.
Senior Accountant Kforce Inc.Senior AccountantNewton, MA$40–$45What we're looking for: The ideal candidate is a proactive, detail-oriented Senior Accountant who can quickly step into a collaborative environment and take ownership of billing, reconciliations, month-end close, financial reporting, and audit support. This role will provide critical support during a planned leave of absence and offers the opportunity to make an immediate impact while working alongside an experienced accounting leadership team.
NewField Operation Manager - Pest Elim Ecolab Inc.Field Operation Manager - Pest ElimWorcester, MA$77,900–$117,000 / yearAs a Field Operations Manager, you will develop and lead a team of Service Specialists who provide pest detection, elimination, and prevention solutions to restaurants, hospitals, hotels, retail stores, food and beverage plants, schools, nursing homes, and other commercial establishments. Take an active role in hiring, assessing, and developing associates to become the next leaders at Ecolab while emphasizing on customer retention, growing existing accounts & maintaining a high level of customer satisfaction.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)N/A, MAOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
Senior Strategic Regional Sales Manager - Financial Services & Cloud Infrastructure (New York City, Tri-State area) ARM LtdSenior Strategic Regional Sales Manager - Financial Services & Cloud Infrastructure (New York City, Tri-State area)Waltham, MA$170,000–$230,000 / yearRequired Skills and Experience: Senior Sales Experience: Over 10 years in enterprise or strategic account sales, demonstrating a successful record of selling infrastructure, datacenter, cloud, silicon, semiconductors, or sophisticated compute solutions to leading Financial Services companies, cloud providers, or similarly sophisticated enterprise environments. You will collaborate with global banks, capital markets firms, exchanges, insurers, fintech leaders, and selected cloud and infrastructure providers as they modernize platforms for analytics driven by artificial intelligence, risk modeling, fraud detection, trading, payments, cybersecurity, and extensive infrastructure transformation.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateMA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Customer Service Rep Financial Services Operations Tufts UniversityCustomer Service Rep Financial Services OperationsMedford, MassachusettsSupport the TSS model of excellent customer service and continuous improvement through collaborative teamwork, meeting service level agreements while executing tasks in a timely and accurate manner, and identifying opportunities for process improvements, all with customer satisfaction at the heart of each transaction. What You'll Do: The Financial Services Operations Team provides front-line customer service to Account Payable, Procurement Operations, Card Services, and Travel and Expense to support members of the Tufts community (faculty, staff, and student employees) and external customers.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist The Federal Reserve SystemFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistMAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Financial Services Representative The Moody Street GroupFinancial Services RepresentativeNewton, MASSACHUSETTSThe Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices.
Strategic Account Executive - Financial Services WorkivaStrategic Account Executive - Financial ServicesMassachusetts$212,000–$344,000 / yearThe Strategic Account Executive will work closely with internal partners, including Solution Sales, Solution Engineering, Customer Success, Services, Partners, and Marketing, to develop and execute account strategies that support multi-solution growth across Workiva’s largest Financial Services customers. Success in this role will be measured by the ability to create and execute strategic account plans, expand Workiva’s presence across existing relationships, generate new subscription growth, and drive broader adoption of the Workiva platform through software, services, delivery, and training opportunities.
Student Financial Services Specialist Franklin Pierce UniversityStudent Financial Services SpecialistNHOur impact extends across a diverse range of learners, including residential undergraduates, online students, and full-time graduate students, through our primary campus in Rindge, NH and additional online and graduate centers in Manchester and Lebanon, NH, Austin, TX and Goodyear, AZ. GENERAL RESPONSIBILITIES: Provide administrative support in all aspects of student account transactions; post charges; bill payment; posting of financial aid; doctracking; file management; cash payments; credit cards and the like.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Manchester, NHWorking within a vibrant and passionate team of recruitment and sales professionals, you will bring your energy and thrill of the hunt to fuel our growth managing key accounts and driving the acquisition of new business opportunities in Banking, Financial Services and Insurance sector. Headquartered in the Washington, D.C. metro area, Cynet Systems is an award-winning and one of the fastest-growing workforce solutions companies that help our clients realize their talent potential through custom staffing & recruiting solutions.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerMA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. Within our Tax practice, you will assess state and local tax burdens and recommend strategies that align with clients'' business objectives, addressing issues such as unclaimed property, income and franchise tax, and employment tax.
Enterprise Account Exec, Cybersecurity (Financial Services) ServiceNow IncEnterprise Account Exec, Cybersecurity (Financial Services)Waltham, MA$114,400–$188,750 / yearYou will accomplish this through account planning, territory planning, researching prospect customers, using business development strategies and completing field-based sales activities within a defined set of prospects, territory or vertical. For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals.
NewPatient Financial Services Counselor (On-Site) Lahey Hospital and Medical CenterPatient Financial Services Counselor (On-Site)Burlington, MA$21.53–$28.98 / hourUnder the direct supervision of the Supervisor of Financial Counseling and leadership of the Manager of Financial Counseling, the Patient Financial Services Counselor acts as a liaison for patients to the health system; providing guidance and support for all financial components of healthcare; specifically focusing on billing concerns, understanding insurance options and benefits, gaps in coverage, and payment options. Collects payments for self-pay patients: pre-payments and outstanding balances including copayment and deductibles, and out of pocket expenses in accordance with PFS policy and procedures.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)MAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)MAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Solution Sales - Financial Services FICOSolution Sales - Financial ServicesWork from Home, MassachusettsRemoteCollaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. Enterprise Solution Sales Expertise: A track record of structuring and closing complex, multi-million-dollar deals, including SaaS-based solutions that expand existing offerings or integrate into larger solution bundles.
Client Service Specialist - Ameriprise Financial Advisors - Newton MA AmeripriseClient Service Specialist - Ameriprise Financial Advisors - Newton MANewton, MassachusettsGeneral 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. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
Enterprise Account Executive- Financial Services ApplauseEnterprise Account Executive- Financial ServicesMassachusettsFocus on Business Development and Account Management to maximize Applause’s revenue and profitability potential by up-selling to existing clients, driving renewal revenue and ensuring client satisfaction; Involvement in kickoff meetings, major milestone meetings, and opportunistic participation where senior client decision makers are present. Sales Leadership – Strategic sales approach, creates value for clients and adds to the company’s capabilities and reputation; Maintains a thorough understanding of Applause’s product offerings and tailoring its presentation to meet the needs of different types of organizations.
Senior Accountant - Financial Services - Metro West- Onsite Daley and AssociatesSenior Accountant - Financial Services - Metro West- OnsiteDover, MA$100,000–$120,000 / yearSenior Accountant - Financial Services - Metro West- Onsite A growing specialty finance organization is seeking a Senior Accountant to join its team. This is an excellent opportunity for an accounting professional looking to broaden their experience in financial reporting, lending operations, and specialty finance while working closely with senior leadership.
Video Account Manager, Financial Services Google LLCVideo Account Manager, Financial ServicesCambridge, MAFoster a strong partnership with your Account Executive and cross functional team members (e.g., investigative leads specialists, gtech ads) to have shared clarity on customer objectives and solutions and building on the culture of the Financial Services teams, sector, and Google overall. As a member of our LCS team, you"ll have the unique opportunity to sell at the forefront of technology, collaborating with executives, influencing market-shaping strategies, and delivering tangible results that significantly impact major global businesses and drive the growth of Google.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesManchester, NHRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPDirector, Accounting and Financial Advisory ServicesTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Student Financial Services Administrator Bentley UniversityStudent Financial Services AdministratorWaltham, MA$21.33–$33.33 / hourStaff members are dedicated to enrolling and retaining successful students and assisting their families through counseling efforts related to navigating student billing and financing options and to understanding financial aid awards, as applicable. The office of Student Financial Services supports the enrollment goals of the university by providing general information and guidance to students about Student Accounts, Financial Assistance, and Student Employment.
Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt 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.
Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Consultant, Accounting and Financial Advisory ServicesTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Sr Financial Planning and Analysis Manager - Professional Services AspenTech CorpSr Financial Planning and Analysis Manager - Professional ServicesBedford, MAReview project-level performance, including budget-to-actual, target margin, and forecast accuracy • Partner with project managers to assess project performance and evaluate earned revenue under percentage-of-completion methodology • Monitor budget consumption and labor utilization trends to detect underperforming or overperforming engagements and recommend corrective financial actions. • Identify projects requiring revenue or cost adjustments under POC accounting • Lead monthly project financial reviews to validate project forecasts, evaluate backlog conversion rates, and ensure on-target gross margins across the professional services backlog • Ad-hoc analysis and reporting as required.
Senior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Accounting and Financial Advisory ServicesTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Servicing Financial Advisor - Boston area Alera GroupServicing Financial Advisor - Boston areaNeedham, Massachusetts$80,000–$95,000 / yearFull timeAt 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.
Patient Financial Service Rep United Health GroupPatient Financial Service RepWorcester, MAProcesses patient receivables, and special requests in accordance with office policy and procedures Responsible for coordinating and processing registration reports and issues Processes incoming telephone calls, correspondence, visiting patients, responsible parties and guarantors in a timely and professional manner Follows up on all requests in a timely and courteous manner Counsels patients/responsible parties on third party insurance issues, charges and self-pay balances. Responsibilities include educating patients on coverage and payment options, coordinating collections and bad debt activities, maintaining accurate records, and collaborating with providers and internal teams.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterMA$70,000–$80,000 / yearOn 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.).
Financial Advisor Associate - Lowell, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Lowell, MassachusettsLowell, MA$61,880–$92,560 / yearThe 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.
Financial Advisor Associate - Lexington, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Lexington, MassachusettsLexington, MA$61,880–$92,560 / hourOCC, 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.
Financial Advisor Associate - North Andover, Massachusetts TD BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, MassachusettsThe 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.
Financial Advisor Associate- Bilingual Cambodian Speaking Preferred TD BankFinancial Advisor Associate- Bilingual Cambodian Speaking PreferredLowell, MassachusettsThe 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.
Financial Advisor Associate - Lexington, Massachusetts TD BankFinancial Advisor Associate - Lexington, MassachusettsLexington, MassachusettsThe 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.
Financial Advisor - Cornerstone Bank MA LPL Financial Holdings IncFinancial Advisor - Cornerstone Bank MAWorcester, MA$65,000–$95,000 / yearThis employment opportunity at Cornerstone Bank MA in Worcester, MA would allow you to join the Investment Program at Cornerstone Bank MA as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Cornerstone Bank MA for financial solutions.
Financial Advisor - Cornerstone Bank LPL Financial Holdings IncFinancial Advisor - Cornerstone BankMA$50,000–$90,000 / yearThis employment opportunity at Cornerstone Bank in Athol, MA would allow you to join the Investment Program at Cornerstone Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Cornerstone Bank for financial solutions.