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.
NewFinancial 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.
NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
NewFinancial 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.
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.
NewSenior Specialist, Investor Services Operations BNYSenior Specialist, Investor Services OperationsWestborough, MAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
NewEnvironmental Services - Manager in Training Healthcare Services Group, Inc.Environmental Services - Manager in TrainingBrimfield, OHOverview: Join Healthcare Services Group (HCSG) as an Environmental Services Manager in Training, where you will learn to manage your own account and oversee housekeeping, laundry, and floor care operations at a long-term care facility. If you're looking for an opportunity to grow your career in environmental services management and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Pawtucket, RIThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBilingual Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish or Portuguese)Seekonk, MA$20–$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewPrincipal Quant Developer Fidelity InvestmentsPrincipal Quant DeveloperLincoln, RI$107,000–$216,000Please 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Marlborough, MAThe individual selected for this role will be expected to work at Store # 705312, located at: 222 F-G East Main Street, Marlborough, MA 01752, store # 705865, located at: 103 Drum Hill Road, Chelmsford, MA 01824, and store # 705075, located at: 200 Whalon Street, Fitchburg, MA 01420. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Banking Customer Service(Spanish/Bilingual) {170179} A-Line Staffing Solutions LLCBanking Customer Service(Spanish/Bilingual) {170179}Lincoln, RI$26–$26 / hourA leading financial services organization is seeking motivated and customer focused Bilingual Customer Service Representatives to support clients with banking, lending, and financial service needs. Support and fulfill banking products including credit cards, checking accounts, savings accounts, and lending solutions .
Bilingual Banker CSR (Spanish/English) – Direct Hire A-Line Staffing Solutions LLCBilingual Banker CSR (Spanish/English) – Direct HireLincoln, RI$26–$26 / hourThis role is responsible for handling inbound customer inquiries, identifying financial needs, recommending appropriate products and services, and delivering an exceptional client experience. Educate clients on available financial products including checking accounts, savings accounts, credit cards, and lending solutions .
Bilingual Customer Service Banker A-Line Staffing Solutions LLCBilingual Customer Service BankerLincoln, RI$26–$26 / hourThe Bilingual Customer Service Banker is responsible for assisting clients through incoming calls with needs for credit and short-term lending while identifying additional opportunities to help them achieve their financial goals. A-Line Staffing is seeking a motivated and detail-oriented Bilingual Customer Service Banker (English/Spanish) This role offers career growth, a supportive work environment, and full-time hours (40+ per week).
Customer Service Banker A-Line Staffing Solutions LLCCustomer Service BankerLincoln, RI$26–$26 / hourThe Customer Service Banker is responsible for assisting clients through incoming calls with their credit and short-term lending needs while identifying additional financial opportunities. Relationship Building: Create a positive client experience through active listening, addressing questions clearly using plain language, building rapport, and handling objections effectively.
Bilingual Customer Service Representative – Banking {170179} A-Line Staffing Solutions LLCBilingual Customer Service Representative – Banking {170179}Lincoln, RI$26–$26 / hourSupport customers with credit cards, lending solutions, checking accounts, and savings accounts. Responsibilities: Assist clients through inbound calls regarding credit and short-term lending needs.
Customer Service Rep - Banking Call Center -Lincoln RI {170180} A-Line Staffing Solutions LLCCustomer Service Rep - Banking Call Center -Lincoln RI {170180}Lincoln, RI$26–$26 / hourMinimum 2 years of customer service, call center, retail, hospitality, sales, or banking experience preferred . Responsibilities: • Handle inbound customer calls regarding banking products and account services .
Call Center Bilingual (Spanish/English) Banking Associate {170179} A-Line Staffing Solutions LLCCall Center Bilingual (Spanish/English) Banking Associate {170179}Lincoln, RI$26–$26 / hourThe Call Center Bilingual (Spanish/English) Associate Banker would be working for a Fortune 500 company and has career growth potential. Call Center Bilingual (Spanish/English) Associate Banker Requirements: Fluent in Spanish and English (speak, write, read).
Call Center Associate Banker {170180} A-Line Staffing Solutions LLCCall Center Associate Banker {170180}Lincoln, RI$26–$26 / hourCall Center Associate Banker (2nd shift) Highlights: Direct Hire; required availability: Tuesda y–Friday 12:00 PM–9:00 PM + Saturday 11:00 AM–8:00 PM (includes weekends/holidays as needed) . Assist clients through incoming calls related to credit and short-term lending.
Life Services Financial Services Representative Bank of America CorpLife Services Financial Services RepresentativeLincoln, 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. 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.
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.
Client Executive - Financial Services; Consumer Interactive TransUnionClient Executive - Financial Services; Consumer InteractiveMARemote$78,100–$123,000 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.
Senior Manager, Accounting and Financial Advisory Services Baker Tilly Virchow KrauseLLPSenior Manager, Accounting and Financial Advisory ServicesTewksbury, MA$179,850–$340,970 / yearBaker 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.
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.
NewSenior 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.
NewRemote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesWorcester, MARemote$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).
Summer Office Assistant | Financial Services Dept. | Summer 2026 MIT Lincoln LaboratorySummer Office Assistant | Financial Services Dept. | Summer 2026Lexington, MA$23–$27 / hourThe Financial Services Department at MIT Lincoln Laboratory is seeking a Funding & Program Services (F&PS) Group Summer Intern to support a file migration and data management initiative. The intern will assist with the transition of documentation from a shared drive to SharePoint, ensuring files are accurately transferred, properly organized, and maintain data integrity.
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, MassachusettsStaff 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.
Industry Strategy Director, Financial Services ADOBE IncIndustry Strategy Director, Financial ServicesWaltham, MAfor description go to https://careers.adobe.com/us/en/job/ADOBUSR158954EXTERNALENUS/Industry-Strategy-Director,-Financial-Services.
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.
Summer Office Assistant | Financial Services Dept. | Summer 2026 Lincoln LaboratorySummer Office Assistant | Financial Services Dept. | Summer 2026Lexington, MA$23–$27 / hourThe Financial Services Department at MIT Lincoln Laboratory is seeking a Funding & Program Services (F&PS) Group Summer Intern to support a file migration and data management initiative. The intern will assist with the transition of documentation from a shared drive to SharePoint, ensuring files are accurately transferred, properly organized, and maintain data integrity.
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.
Servicing Financial Advisor - Boston area Alera GroupServicing Financial Advisor - Boston areaNeedham, Massachusetts$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.
Patient Financial Service Representative UnitedHealth Group IncPatient Financial Service RepresentativeWorcester, MA$17.98–$32.12 / hourThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. 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 Advisor Edward D Jones & Co LPFinancial AdvisorTewksbury, 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.
Merrill Advisor Development Program - Financial Advisor: Wellesley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wellesley MarketWellesley Hills, MA$80,000–$90,000 / yearEffectively prioritizes 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 - 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 - Cornerstone Bank MA LPL Financial Holdings IncFinancial Advisor - Cornerstone Bank MAAthol, MA$65,000–$95,000 / yearThis employment opportunity at Cornerstone Bank MA in Athol, 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 MA LPL FinancialFinancial Advisor – Cornerstone Bank MAAthol, MassachusettsThis employment opportunity at Cornerstone Bank MA in Athol, 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 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.
NewFinancial 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.
NewFinancial 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.