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.
NewFinancial Analyst - SAP Vaco LLCFinancial Analyst - SAPDracut, MA$100,000–$130,000Determining 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.
NewTax Director - HNW Private Client Services (REMOTE) JobotTax Director - HNW Private Client Services (REMOTE)Concord, NH$170,000–$220,000 / 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. We offer a supportive, team-oriented environment, leadership that values work-life balance, a family-friendly culture, competitive compensation and benefits, and clear paths for professional growth.
NewFinancial 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.
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.
NewRetail Customer Service Associate FedExRetail Customer Service AssociatePeabody, Massachusetts$20.75–$24.37 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Customer Service Rep Financial Services Operations Tufts UniversityCustomer Service Rep Financial Services OperationsNHThe 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. Support 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.
Financial Services Strategy and Business Development Director PC Connection IncFinancial Services Strategy and Business Development DirectorNHThe Director oversees all aspects of developing Connection's financial services vertical market strategy, integrating applicable technology products, software, and services at an aggregate level, and supporting financial services clients that are considered strategic to the organization. The Director also works to develop the tools to enable our sales and solution services teams to deliver complete solutions, a critical component to meet the Connection, Inc., objective of maximizing sales revenue and gross profit.
Student Financial Services Specialist Franklin Pierce UniversityStudent Financial Services SpecialistNHExplore additional details about Franklin Pierce Universitys vibrant community and the enchanting Monadnock Region through the following resources: Delve into our campus life and stories with e-versions of our Campus Magazine, Pierce.https://www.franklinpierce.edu/alumni/news/pierce-magazine/index.html. Our 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.
Insurance and Financial Services Position - State Farm Team Member Steve Hare - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberCandia, NHAs Insurance and Financial Services Position - State Farm Team Member for Steve Hare - State Farm Agent, you are vital to our daily business operations and customers’ success. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
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.
Insurance and Financial Services Position - State Farm Agent Team Member Steve Hare - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCandia, NHROLE DESCRIPTION: State Farm is searching for a competitive Producer for the Steve Hare Agency, who can recognize opportunities and strategically turn leads into long-lasting customer relationships. Through our comprehensive training program, your knowledge of insurance products and industry trends will equip you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Account Executive – Financial Services SageAccount Executive – Financial ServicesConcord, NHWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
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.
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.
Financial Services Representative - State Farm Agent Team Member Steve Hare - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCandia, NHROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Steve Hare - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Patient Financial Services Counselor Lahey Hospital and Medical CenterPatient Financial Services CounselorBurlington, 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.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesConcord, 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).
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.
Director Patient Financial Services | Full Time | Day Concord HospitalDirector Patient Financial Services | Full Time | DayConcord, NHWorking under the supervision of the Administrative Director of Revenue Cycle, the Director PFS has direct oversight for the Billing, Collections, Customer Service and Cash Application units. The employee must regularly lift, carry or push/pull less than 10 pounds, frequently lift, carry or push/pull less than 10 pounds, and occasionally lift, carry or push/pull up to 10 pounds.
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.
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.
Director, Financial Operations - Core Physician Services Lahey Hospital and Medical CenterDirector, Financial Operations - Core Physician ServicesNH$150,000–$165,000 / yearWork with the President and VP of Operations at Core Physician Services, CFO of Exeter and FP&A Support Services to assist in the development of a strategy and plan which includes strategic and transformational projects to drive continual automation and work reduction tools and processes to support effective, and accurate financial planning across the company. Problem Solving: Ability to address problems that are highly varied, complex and often non-recurring, requiring staff input, innovative, creative, and Lean diagnostic techniques to resolve issues.
Merrill Advisor Development Program - Financial Advisor: Northern New England Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Northern New England MarketManchester, NH$80,000–$90,000 / yearEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
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 - 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 - North Andover, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, 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 TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
Financial Advisor - Metro Credit Union LPL FinancialFinancial Advisor - Metro Credit UnionMelrose, MassachusettsThis employment opportunity at TruStage located at Metro Credit Union in Melrose, MA would allow you to join Metro Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Metro Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
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 - 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 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.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Ameriprise Financial IncFinancial AdvisorMA$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.
Financial Advisor - Lexington, Massachusetts The Toronto-Dominion BankFinancial Advisor - Lexington, MassachusettsLexington, MAn \nAs a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.\n \nLine of Business:\n \nTD Wealth\n \nJob Description:\n \nThe Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience\n Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners\n Executes in thorough manner that is compliant with regulations, policies and procedures\n Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g.
Associate, Financial Advisor, Peabody, MA Banco Santander (Brasil) SAAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Financial Center Manager - Royal Ridge Financial Center Bank of AmericaFinancial Center Manager - Royal Ridge Financial CenterNashua, New HampshireKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Financial Center Manager - Westford Financial Center Bank of AmericaFinancial Center Manager - Westford Financial CenterWestford, MassachusettsThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
Financial Advisor - Bilingual Cambodian Speaking Preferred TD BankFinancial Advisor - Bilingual Cambodian Speaking PreferredLowell, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor Manager - Portsmouth, New Hampshire TD BankFinancial Advisor Manager - Portsmouth, New HampshireNorth Andover, New HampshireTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
NewFinancial Advisor Northwestern MutualFinancial AdvisorManchester, New Hampshire$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.
Financial Advisor - Hybrid (Danvers, MA) Insight Performance IncFinancial Advisor - Hybrid (Danvers, MA)Danvers, MA$80,000–$90,000 / yearThe Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsConcord, NH2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Associate, Financial Advisor, Peabody, MA Santander USAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. + Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Financial Associate Insight Performance IncFinancial AssociateDanvers, MA$75,000–$85,000 / yearOneDigital complies with all criminal history inquiry [or ban the box] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Prospect Development and Business Growth: Develop leads through various channels including: utilizing OneDigitals Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals.
Financial Planning Consultant - Merrimack, NH FidelityFinancial Planning Consultant - Merrimack, NHMerrimack, New HampshireRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Financial Advisor - North Andover, Massachusetts The Toronto-Dominion BankFinancial Advisor - North Andover, MassachusettsNorth Andover, MAMaximizes profitability, while ensuring the client receives an exceptional client experience • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners • Executes in thorough manner that is compliant with regulations, policies and procedures • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Financial Solutions Advisor - Maine / New Hampshire Markets Bank of America CorpFinancial Solutions Advisor - Maine / New Hampshire MarketsConcord, NHBack to search results Financial Solutions Advisor - Maine / New Hampshire Markets South Portland, Maine; Concord, New Hampshire; Scarborough, Maine; South Portland, Maine Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 - Northern MA Market Bank of AmericaFinancial Solutions Advisor - Northern MA MarketPeabody, MassachusettsUS - MA - Acton - 271 Great Rd - ACTON BC (MA6127), US - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Chelmsford - 2 Summer St - CHELMSFORD BC (MA6154), US - MA - Peabody - 189 ANDOVER ST - PEABODY BC (MA6196), US - MA - Reading - 20 Walkers Brook Dr - WALKER'S BROOK BC (MA6315), US - MA - Winchester - 35 Church St - Winchester - Church Street (MA6155), US - MA - Woburn - 2 Cummings Park - Cummings Park (MA6159). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Northern MA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northern MA MarketBillerica, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. 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.