Financial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Advisor (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 (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.
NewSenior Director and Regulatory Platform Lead GRA CMC, Device and Drug-Device Combinations Human Factors Takeda PharmaceuticalSenior Director and Regulatory Platform Lead GRA CMC, Device and Drug-Device Combinations Human FactorsBoston, MARemote$212,000–$333,190 / yearAs Senior Director and Regulatory Platform Lead GRA CMC, Device and Drug-Device Combinations Human Factors, you will provide leadership for the development and implementation of innovative pure device and combination product regulatory strategies particularly pertaining to the development, registration, commercialization and life cycle management with a focus on Human Factors, ensuring that regulatory filings are of high quality and right first time. Works effectively across a complex matrix environment in GRA with GRLs, CMC RA project leads and other GRA sub-functions (e.g., Growth & Emerging Markets, Strategy, Labelling, etc.) to ensure effective strategies are implemented and project execution is on target.
NewCommercial Real Estate Advisor The Stubblebine CompanyCommercial Real Estate AdvisorLexington, MA$60,000–$300,000 / yearFull timeWorking alongside senior brokers and company leadership, you will develop expertise in investment sales, leasing, market analysis, and business development while building your own client base. Receive hands-on mentorship from senior brokers, dedicated marketing support, research resources, and access to industry-leading technology to help accelerate your success.
Deputy Chief Compliance Officer- Investment Advisor Victory Capital Holdings IncDeputy Chief Compliance Officer- Investment AdvisorBoston, MA$170,000–$200,000 / yearReporting directly to the Chief Compliance Officer (CCO) of the registered investment advisor, this individual plays a critical role in maintaining the integrity of the firms compliance program - overseeing regulatory adherence, managing risk, and fostering a culture of ethical conduct across investment, operational, and client-facing teams. You Will: Assist the CCO of the registered investment advisor and the CCO of the mutual funds in designing, implementing, and administering the firms Rule 206(4)-7 and Rule 38a-1 compliance programs, including maintaining and updating policies and procedures designed to prevent violations of the federal securities laws.
Senior Manager, Advisor Oversight - Alternative Investments FidelitySenior Manager, Advisor Oversight - Alternative InvestmentsBoston, MassachusettsThe team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. 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.
Compensation Advisor, Investments - Liberty Mutual Investments Liberty Mutual Holding Company IncCompensation Advisor, Investments - Liberty Mutual InvestmentsBoston, MAServing as a primary liaison to Talent Business Partners, Investments Finance, Investments leadership, and partners across Corporate Compensation and Legal, this role provides market-informed guidance, builds competitive offers, and supports annual compensation processes and key governance discussions. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
Regional Investment Consultant Morningstar IncRegional Investment ConsultantWoburn, MA$156,050–$280,900 / yearThis hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales - building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings - leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives.
Impact Investment Operations Associate CapShift LLCImpact Investment Operations AssociateBoston, MAResponsibilities • Monitor impact investment portfolio allocations and cash flows • Submit trades to rebalance portfolios and provide liquidity • Process wires, ACH payments, and account transfers • Manage private assets throughout the impact investment lifecycle, including processing subscriptions, capital calls, distributions, valuation changes, and redemptions • Help build scalable and efficient operational solutions • Gain exposure to the unique operational complexity and nuances of a variety of private investments and a philanthropic product recoverable grants • Data Analysis and Reporting • Maintain portfolio positions within Financial Reporting software and Salesforce • Perform account reconciliations • Prepare monthly and quarterly client reporting • Client Service • Work with clients through the onboarding and account opening process • Work closely to provide exceptional service across internal teams as well as with external clients, investment managers, and service providers • Bring creative solutions to the team to help solve unique operational challenges • Provide exceptional service to our colleagues and clients. Qualifications 2 years of relevant work experience, preferably in investment operations, financial services, or trading and portfolio management support across multiple asset classes, including publics and privates A passion to work for a mission-driven and growth-oriented company Acute attention to detail Exceptional Excel and analytical skills Excellent communication, critical thinking, and problem-solving skills Desire to work in a fast-paced, flexible startup environment in which employees are expected to take on multiple responsibilities within tight time frames Excellent organizational and time management skills Positive attitude, proactive, thoughtful, self-motivated, and able to effectively communicate across multiple business units and stakeholders Interest in and knowledge of financial markets and securities Experience working with financial technology software, Morningstar, MSCI, or Portfolio Management Software preferred.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Associate, Workforce & Education Investments Social Finance, IncAssociate, Workforce & Education InvestmentsBoston, MAAssociates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.
Senior Vice President, Compliance & Control (Investments Compliance) The Bank of New York Mellon CorpSenior Vice President, Compliance & Control (Investments Compliance)Boston, MAIn this role, youll make an impact in the following ways: Assist the Chief Compliance Officer in developing investment adviser compliance programs and ensuring compliance with all applicable laws, regulations and industry best practices. 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.
North America Marketing, Vice President II - State Street Investment Management State StreetNorth America Marketing, Vice President II - State Street Investment ManagementBoston, MassachusettsReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Financial Advisor Northwestern MutualFinancial AdvisorWellesley, Massachusetts$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Boston West Market Bank of America CorpFinancial Solutions Advisor - Boston West MarketBrookline, MA$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Boston West Market Brookline, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts; Waban, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Boston Market Bank of America CorpFinancial Solutions Advisor - Boston MarketBoston, MA$65,000–$80,000 / yearSkills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsPlease note that this requisition contains multiple locations but there is not an immediate opening for every location listed. On 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 child's college education.
Financial Solutions Advisor - Northern MA Market Bank of America CorpFinancial Solutions Advisor - Northern MA MarketBedford, MA$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Northern MA Market Bedford, Massachusetts; Peabody, Massachusetts; Woburn, Massachusetts; Burlington, Massachusetts; Winchester, Massachusetts; Chelmsford, Massachusetts; Acton, Massachusetts; Reading, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterSharon, MA$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 Shore Market Bank of America CorpFinancial Solutions Advisor - South Shore MarketQuincy, MA$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 child's college education. 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.
Advisor Loan Consultant Massachusetts Mutual Life Insurance CompanyAdvisor Loan ConsultantBoston, MA$102,500–$134,500 / yearThis is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.
Portfolio Manager-Investment Management Group Rockland Trust CompanyPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Investment Associate Northern TrustInvestment AssociateBoston, MAFull timeThe Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties: Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Alternative Investments Product Associate Massachusetts Mutual Life Insurance CompanyAlternative Investments Product AssociateBoston, MA$137,800–$180,800 / yearAs a member of the Alternatives Product team, the Alternative Investments Product Associate will play a pivotal role in supporting advisors by providing in-depth product education, and analytical expertise related to a range of third-party Alternative Investments including Private Equity, Private Credit, Exchange Funds, 1031/721 Exchange and Hedge Funds. The Impact: As an Alternative Investments Product Associate you will work closely with a variety of internal and external stakeholders-including fund sponsors, Alternative fintech platforms, the internal new business team/operations, and financial advisors on a comprehensive range of offerings.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAFull timeAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Investment Operations Analyst, Alternatives Massachusetts Mutual Life Insurance CompanyInvestment Operations Analyst, AlternativesBoston, MA$67,400–$88,400 / yearThe Impact: As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings. As an Investments Operations Analyst on the Alternative Investments Product team, you'll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies.
Director, Operational Due Diligence - Alternative Investments FidelityDirector, Operational Due Diligence - Alternative InvestmentsBoston, MassachusettsThe team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. 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.
Fund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid) Daley and AssociatesFund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid)Boston, MA$85,000–$105,000 / year2-4 years of relevant experience with a leading public accounting firm, fund administrator, or investment advisor, preferably with exposure to private credit, private equity, or closed-end fund structures. Drive continuous improvement initiatives across reporting, reconciliation, and data management processes using enterprise-licensed AI tools (e.g., ChatGPT, Claude, Copilot).
Senior Compliance Officer - US&C Investments Marsh & McLennan Companies IncSenior Compliance Officer - US&C InvestmentsBoston, MA$118,900–$238,000 / yearWe will count on you to: Oversee and lead the US&C Investments subadvisory oversight compliance program with a focus on reviewing third-party compliance programs, policies, and activities; assessing risk; and appropriately escalating to meaningfully mitigate the firm's regulatory risk. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Global Head of Content and Thought Leadership, VPIII - State Street Investment Management State StreetGlobal Head of Content and Thought Leadership, VPIII - State Street Investment ManagementBoston, MassachusettsDevelop strategies to promote investment solutions (including exchange traded products) effectively, ensuring key differentiators are clearly positioned and communicated to institutional investors, financial advisors, and retail audiences. We’re seeking a Global Head of Content and Thought Leadership to lead the development and execution of a best-in-class content strategy that further enhances State Street Investment Management’s credibility and brand equity as a premier asset manager.
J.P. Morgan Wealth Management - Private Client Advisor - West Concord JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - West ConcordConcord, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAMattapan, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore MarketBoston, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MAWayland, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investment Analyst Ascensus LLCInvestment AnalystNewton, MA$60,000–$120,000 / yearThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
J.P. Morgan Wealth Management - Private Client Advisor - Medford, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Medford, MAMedford, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westborough, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westborough, MAWestborough, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor, Reading, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor, Reading, MAReading, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAMattapan, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westford, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westford, MAWestford, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - West Concord JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West ConcordConcord, MAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Lawrence, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lawrence, MALawrence, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Boston, MA (Chinatown) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Boston, MA (Chinatown)Boston, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wayland, MAWayland, MAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Marlborough, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marlborough, MAMarlborough, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Alternative Investments Product Analyst Massachusetts Mutual Life Insurance CompanyAlternative Investments Product AnalystBoston, MA$107,700–$141,300 / yearAs an Alternative Investments Product Analyst you will work closely with a variety of internal and external stakeholders-including fund sponsors, alternative fintech platforms, operations teams, and financial advisors-to support a broad range of alternative investment offerings. Key Responsibilities include, but are not limited to: Assist financial advisors with the implementation of alternative investments, including private equity, private credit, hedge funds, exchange funds, and other specialized offerings as part of broader client portfolios.
Institutional Investment Consultant - Nationwide Financial Nationwide Mutual Insurance CoInstitutional Investment Consultant - Nationwide FinancialMANationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As an Institutional Investment Consultant, you will be responsible for the distribution of Nationwide mutual funds within a defined territory, across all distribution channels (Independent advisors, Hybrid advisors, wire house advisors, and RIA), with an emphasis on larger RIA firms.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Structured Investment Product Analyst Massachusetts Mutual Life Insurance CompanyStructured Investment Product AnalystBoston, MA$107,700–$141,300 / yearYou will combine market insight, analytical rigor, and strong communication skills to help scale one of MassMutual's most strategic growth areas: Serve as a subject matter expert on structured investments, communicating relative value and market opportunities to advisors and internal partners. As a Structured Investment Product Analyst you will work closely with a variety of internal and external stakeholders-including fund sponsors, alternative fintech platforms, operations teams, and financial advisors-to support a broad range of alternative investment offerings.