23 Results for

Registered Investment Advisor Jobs in Winthrop, MA

Jobs

New!

Boston, MA2 days ago

$100,000–$140,000 Per Year

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. 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.

New!

Milford, MA2 days ago

$130,000–$140,000 Per Year

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. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.

Boston, Massachusetts13 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Boston, MA30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer .

Boston, MA12 days ago

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. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Waltham, Massachusetts30+ days ago

Boston, MA30+ days ago

Full-time

The 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.

Boston, MA30+ days ago

Full-time

Using 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.

Concord, MA30+ days ago

Full-time

Wayland, MA30+ days ago

Full-time

Mattapan, MA30+ days ago

Full-time

Boston, MA30+ days ago

Full-time

As 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.

Waltham, Massachusetts30+ days ago

Boston, Massachusetts30+ days ago

$55,000–$115,000 Per Year

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range Live the Paychex Values: Act with uncompromising integrity.

Newton, MA30+ days ago

Part-time

An internship at The Moody Street Group gives you valuable, real-world work experience to prepare you for a career in Financial Services or other fields, while building on your classroom learning. OneAmerica® and a Registered Branch of OneAmerica® Securities offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.

Waltham, Massachusetts30+ days ago

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement.

Boston, MA11 days ago

Full-time

Under the direction of the Compliance Director, the Compliance Associate will be responsible for applying compliance policies and procedures to business practices, documenting the assessment, testing of supervisory controls, fostering compliance related initiatives, maintaining policies and procedures, monitoring and creating controls. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane.

Waltham, Massachusetts30+ days ago

Boston, MA30+ days ago

Full-time

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Manage incoming requests (typically via email) and workflow by monitoring correspondence and leveraging internal systems (e.g., Salesforce) to track deliverables and deadlines, while coordinating with team members to ensure appropriate coverage and timely escalation of issues.

Boston, MA30+ days ago

$235,000–$285,000 Per Year

Boston, MA14 days ago

Product Build — Ship a marketing review prototype into production with a design partner early adopter, then deliver communications surveillance, trading oversight, audit-ready logs and reporting; release GA v1 covering all core modules except regulatory filings within 9 months, and expand into regulatory filings and enterprise integrations through 18 months. In return for that level of commitment, you receive founder-level equity, founder-level authority with co-decision rights on product, technology, hiring, fundraising, and strategy, a board or board-observer seat as appropriate to the cap table and stage, and a genuine partnership with the CEO on every material decision.

Boston, Massachusetts30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

Boston, Massachusetts30+ days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

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Registered Investment Advisor Jobs in Winthrop, MA

Jobs

Financial Advisor (2 Openings)Jobot

Financial AdvisorJobot

Financial AdvisorNorthwestern Mutual

Associate Wealth AdvisorBeacon Pointe Advisors LLC

Senior Wealth AdvisorBeacon Pointe Advisors LLC

Senior Financial Advisor, House AccountsCommonwealth Financial Network

Investment AssociateNorthern Trust

J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore MarketJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - West ConcordJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAJPMorgan Chase Bank, N.A.

Portfolio Manager-Investment Management GroupRockland Trust

Advisory Consultant, RIA ServicesCommonwealth Financial Network

Account Executive - Retirement 401(k) ServicesPaychex

Financial Professional InternshipMoody Street Group

Planner, Conference and EventsCommonwealth Financial Network

Senior Compliance AnalystDeerpath Capital Management

Advanced Planning ConsultantCommonwealth Financial Network

Senior Associate, RFPAristotle Capital Management

J.P. Morgan Wealth Management - Market Director of Wealth - New EnglandJPMorgan Chase

Product & Technical Co-founder (CPTO) - AI Compliance PlatformFutureSight

Senior Wealth PlannerRockefeller Capital Management

Client Service AssociateStifel

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