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.
Senior Investment Advisor Ballentine PartnersSenior Investment AdvisorBoston, Massachusetts$180,000–$265,000 / yearResponsibilities Include: Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBOSTON, MA$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
NewFinancial Advisor Manager - Portsmouth, New Hampshire TD BankFinancial Advisor Manager - Portsmouth, New HampshireNorth Andover, New HampshireTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
CRLS Club Advisor: Investment Cambridge Public SchoolsCRLS Club Advisor: InvestmentCambridge, MAAdvisors will be paid half of the stipend after the first semester, and the remaining half of the stipend after the second semester. (f) Supervising club activities including all approved field trips and fundraising activities.
Senior Investment Manager, Separately Managed Accounts FidelitySenior Investment Manager, Separately Managed AccountsBoston, MassachusettsRemoteThe Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. 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.
Head Of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing Director State Street CorporationHead Of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing DirectorBoston, MA$170,000–$282,500 / yearYou will serve as a trusted advisor to senior business partners, control functions and client-facing teams on legal, regulatory, governance, operational and risk management matters affecting Asset Manager and Insurance Segment clients and related asset servicing products and services, including custody, fund accounting, trustee, fund administration, transfer agency, ETF servicing, collateral services and related back office services. The team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas.
Head of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing Director State StreetHead of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing DirectorBoston, Massachusetts$170,000–$282,500 / yearYou will serve as a trusted advisor to senior business partners, control functions and client-facing teams on legal, regulatory, governance, operational and risk management matters affecting Asset Manager and Insurance Segment clients and related asset servicing products and services, including custody, fund accounting, trustee, fund administration, transfer agency, ETF servicing, collateral services and related back office services. The team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas.
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.
Model Portfolio & Strategic Solutions Specialist, Officer - State Street Investment Managment State StreetModel Portfolio & Strategic Solutions Specialist, Officer - State Street Investment ManagmentBoston, Massachusetts$70,000–$118,750 / yearThe Global Multi-Asset Solutions & Model Portfolios (GMAS) team is responsible for the commercialization, customization, and delivery of SSIM's model portfolio solutions across RIAs, broker-dealers, platforms, and institutional partners. The successful candidate will work closely with senior members of the GMAS team to support onboarding and growth of custom model portfolio relationships, provide market intelligence and analytical support to model strategists, and contribute to key strategic initiatives across the business.
NewBusiness Architect, Investment Management, VP III - State Street Investment Management State StreetBusiness Architect, Investment Management, VP III - State Street Investment ManagementBoston, MassachusettsYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
Marketing Manager - North America, VP II - State Street Investment Management State StreetMarketing Manager - North America, VP 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.
North America Marketing, Vice President II - State Street Investment Management State Street CorpNorth America Marketing, Vice President II - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearReporting 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 / 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.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio 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.
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MassachusettsEffectively 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 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.
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.
Investment Analyst Ascensus LLCInvestment AnalystBoston, 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.