NewFinancial 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.
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.
NewFinancial 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 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.
NewSr 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.
NewFinancial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
Financial Associate - Training Provided Rise North CapitalFinancial Associate - Training ProvidedBraintree, MARemoteWe 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.
NewPatient Services Coordinator AxelonPatient Services CoordinatorWorcester, MA$18–$22 / hourMinimum 1 year of healthcare patient access, patient registration, admissions, scheduling, insurance verification, medical front office, or healthcare customer service experience required. Collect patient financial responsibilities including copays, deductibles, coinsurance, balances, and self-pay amounts.
NewRelationship Banker, Mashpee, MA Santander Holdings USA IncRelationship Banker, Mashpee, MATown of Mashpee, MA12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools.
Mortgage Loan Originator (Brockton Region) North Easton Savings BankMortgage Loan Originator (Brockton Region)Brockton, MAThe essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors®, builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience.
NewFast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RITo determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
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.
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.
NewLife Services Financial Services Representative Bank of America CorpLife Services Financial Services RepresentativeRiverside, RI$25–$27 / hourWe 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. Back to search results Life Services Financial Services Representative Lincoln, Rhode Island; Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
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.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Providence, RIWorking 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.
Account Executive – Financial Services SageAccount Executive – Financial ServicesProvidence, RIWorking 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.
Academic Services Specialist/Financial Aid - Quincy College Quincy CollegeAcademic Services Specialist/Financial Aid - Quincy CollegeQuincy, MALocation: Quincy, MA Category: Staff Job Type: Full-time Posted On: Tue Jun 30 2026 Job Description: POSITION SUMMARY: Under the direction of the Associate VP, the Academic Services Specialist/Financial Aid is responsible for day-to day activities to administer and oversee of the Federal, State and Institutional Student Aid including but not limited to the certification of Private loan programs, processing of loan applications; entrance and exit counseling or Master Promissory Notes (MPN) for groups and individuals. The Financial Aid Specialist is a student facing role, who also works closely with our Enrollment team.
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.
Financial Services Contact Center Team Lead SS&C Technologies Holdings IncFinancial Services Contact Center Team LeadBraintree, MA$24–$37.63 / hourThe Financial Services Contact Center Team Lead provides high-quality support for mutual fund transaction processing while delivering a strong customer experience. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
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.
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.
Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring IMCS Group IncConsultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RICompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
NewFinancial Reporting Manager - Stock Plan Services FMR LLCFinancial Reporting Manager - Stock Plan ServicesSmithfield, RIRemotePlease be advised that Fidelitys 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. SelectAdministrativeAsset Managementbusiness Analysis & Project ManagementCorporate ServicesCryptoDigital AssetsBlockchainCustomer ServiceFinance & AccountingInvestmentMarketing & CommunicationsOperationsProduct Development & ManagementRisk ManagementSales & Relationship ManagementTechnology.
Admin Assistant - Financial Services - Quincy - Hybrid Daley and AssociatesAdmin Assistant - Financial Services - Quincy - HybridQuincy, MA$70,000–$110,000 / yearAdmin Assistant - Financial Services - Quincy - Hybrid A growing Boston-area alternative investment firm is seeking an organized, proactive Administrative Assistant to support daily office operations and provide administrative support to senior leadership. If you're looking to join a dynamic investment firm where you can make an immediate impact while supporting a high-performing team, we'd love to hear from you.
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.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesProvidence, RIRemote$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).
Manager, Patient Financial Services & Vendor Mangagement Southcoast Health System, Inc.Manager, Patient Financial Services & Vendor MangagementFairhaven, Massachusetts$68,452.80–$115,148.80 / hourFull timeNestled in local communities, Southcoast Health provides inclusive, ethical workplaces where our highly skilled caregivers offer world-class, comprehensive healthcare close to home. Perform diversified duties including supervision and coordination of assigned personnel and activities to include patient financial screening, third party billing vendors, bad debt turnovers, collections, compliance, etc.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalNewport, Rhode IslandRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
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.
Academic Services Senior Officer /Financial Aid - Quincy College Quincy CollegeAcademic Services Senior Officer /Financial Aid - Quincy CollegeQuincy, MALocation: Quincy, MA Category: Staff Job Type: Full-time Posted On: Tue Jun 30 2026 Job Description: POSITION SUMMARY: Under the direction of the Assistant Vice President of Financial Aid, the Senior Officer of Financial Aid is responsible for day-to day activities to administer and oversee of the Stafford Loan program, Massachusetts State program, and the Federal Work Study program, including but not limited to the processing of loan applications; entrance and exit counseling for groups and individuals, reconciliation of EFT rosters, reconciliation of payment rosters, and reconciliation of paper check receipts. Award Federal Work Study funds, place Federal Work Study St. more.
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.
NewFinancial Advisor Edward D Jones & Co LPFinancial AdvisorWorcester, MA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
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.
NewMerrill Advisor Development Program - Financial Advisor: Wellesley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wellesley MarketWellesley Hills, MA$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Back to search results Merrill Advisor Development Program - Financial Advisor: Wellesley Market Wellesley Hills, Massachusetts; Westborough, Massachusetts; Burlington, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewMerrill Advisor Development Program - Financial Advisor: Providence Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Providence MarketProvidence, RI$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. 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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteRIRemote$24.03–$26.44 / 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 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.
Financial Planning Engagement Desk - Associate Planning Director (Northeast Region) Morgan StanleyFinancial Planning Engagement Desk - Associate Planning Director (Northeast Region)Worcester, MA$90,000–$120,000 / yearQualifications: • Series 7, 66 licenses required • CFP Preferred • Bachelor's degree required • 2+ years of financial services experience or related industry • Exemplary in communication, presentation, time-management and organizational skills • Detail oriented with an ability to handle multiple priorities • Ability to work efficiently under pressure, with a focus on the client experience • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions • Successful completion of background check and pre-employment assessments • Knowledge of Money Guide Pro preferred but not required. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
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 Solutions Advisor - South Braintree Financial Center Bank of America CorpFinancial Solutions Advisor - South Braintree Financial CenterBraintree, MA$70,000–$80,000 / yearKey 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. 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.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsNewport, RIFull time2025 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.
Financial Advisor Northwestern MutualFinancial AdvisorWellesley, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Solutions Advisor Registration Candidate - Hyde Square Financial Center (Bilingual Spanish Preferred) Bank of America CorpFinancial Solutions Advisor Registration Candidate - Hyde Square Financial Center (Bilingual Spanish Preferred)Jamaica Plain, MA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate - Hyde Square Financial Center (Bilingual Spanish Preferred) Jamaica Plain, Massachusetts 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, and meeting with clients to review financial and investment goals and recommend products.
Branch Manager, Ameriprise Financial Advisors - Providence, RI Ameriprise Financial IncBranch Manager, Ameriprise Financial Advisors - Providence, RIProvidence, RIBachelors degree or equivalent • 3 - 5 years of relevant work experience • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training • Active FINRA Series 7 or ability to obtain within 150 days • Active FINRA Series 24, or 9/10 or ability to obtain in 90 days • Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days • Active State IAR registration (S65 or S66) or ability to obtain within 150 days • Active Life and Accident/Health insurance license or ability to obtain within 150 days • Proven success driving business growth • Proven leadership skills and ability to drive and motivate an organization to achieve results • Demonstrated sales success with proven ability to acquire clients and close business • Self driven and achievement oriented • Ability to execute a playbook to drive results • Strong presentation skills • P&L expense management and ability to analyze data and reports to determine business opportunities • Knowledgeable and able to develop networks within the community • Excellent compliance record. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsNewport, RI2025 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.
NewBranch Manager, Ameriprise Financial Advisors AmeripriseBranch Manager, Ameriprise Financial AdvisorsProvidence, RIKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Sr. Associate, FI Business Development Financial Institutions First National Bank of OmahaSr. Associate, FI Business Development Financial InstitutionsRI$81,662–$134,741 / yearThis role partners closely with the SVP, Business Development to define and execute the FI strategy, including prospecting, partnership structuring, pricing, and go-to-market initiatives that drive new account acquisition, portfolio growth, and fee income. They will also play a key role in shaping FI product strategy, ensuring programs deliver compelling value propositions, differentiated customer experiences, and strong financial performance for both FNBO and its FI partners.