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Jobs

Financial Advisor AdvisorAlpha

Financial Advisor
Boston, Massachusetts

This is an exciting opportunity for a proactive and analytical professional to contribute to the success of a renowned firm (recognized on Barron's Top 100) known for their innovative investment strategies and client-focused approach. We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor.

30+ days ago
New

Financial Advisor - Hybrid (Danvers, MA) OneDigital Health and Benefits, Inc.

Financial Advisor - Hybrid (Danvers, MA)
Danvers, MA
  • $80,000–$90,000 / year

The Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

4 days ago

Financial Solutions Advisor - Northern MA Market Bank of America Corp

Financial Solutions Advisor - Northern MA Market
Billerica, MA
  • $70,000–$80,000 / year

Back to search results Financial Solutions Advisor - Northern MA Market Billerica, Massachusetts; Bedford, Massachusetts; Burlington, Massachusetts; Concord, Massachusetts; Wilmington, Massachusetts; Beverly, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

17 days ago
Santander US logo

Financial Advisor, Newton, MA Santander US

Financial Advisor, Newton, MA
Newton, MA

Through a disciplined, needs-based financial planning approach, the Financial Advisor develops and deepens client relationships, grows assets under management, and delivers an exceptional client experience while achieving sales and revenue objectives. + Proven ability to deliver comprehensive, needs-based financial planning and implement personalized investment strategies that support clients' long-term financial goals.

10 days ago

Financial Solutions Advisor - Boston West Market Bank of America Corp

Financial Solutions Advisor - Boston West Market
Wellesley, MA
  • $65,000–$80,000 / year

Responsibilities:• 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.

30+ days ago

Financial Solutions Advisor - Boston Market Bank of America Corp

Financial Solutions Advisor - Boston Market
Boston, MA
  • $65,000–$80,000 / year

Skills:• 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.

30+ days ago

Personal Financial Advisor - Remote YO AI Labs

Personal Financial Advisor - Remote
Boston, MA
Remote

This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.

30+ days ago

Associate, Financial Advisor, Boston, MA Banco Santander Brazil

Associate, Financial Advisor, Boston, MA
Boston, MA

Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.

11 days ago

Financial Advisor Norman Alex

Financial Advisor
Boston, Massachusetts

Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.

30+ days ago
TD Bank logo
New

Financial Advisor - Boston, MA TD Bank

Financial Advisor - Boston, MA
Boston, Massachusetts

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

5 days ago
TD Bank logo
New

Financial Advisor - Lexington, Massachusetts TD Bank

Financial Advisor - Lexington, Massachusetts
Lexington, Massachusetts

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

3 days ago

Financial Advisor Moody Street Group

Financial Advisor
Greater Boston, MA

We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.

30+ days ago

Associate, Financial Advisor, Boston, MA Banco Santander (Brasil) SA

Associate, Financial Advisor, Boston, MA
Boston, MA

Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.

30+ days ago
TD Bank logo
New

Financial Advisor - Cambridge, Massachusetts TD Bank

Financial Advisor - Cambridge, Massachusetts
Cambridge, Massachusetts

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

5 days ago

Financial Advisor - Boston, MA The Toronto-Dominion Bank

Financial Advisor - Boston, MA
Boston, MA
  • $78,520–$117,520 / year

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

23 days ago

Financial Advisor - Cambridge, Massachusetts The Toronto-Dominion Bank

Financial Advisor - Cambridge, Massachusetts
Cambridge, MA
  • $72,280–$108,160 / year

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

30+ days ago
Santander US logo

Associate, Financial Advisor, Boston, MA Santander US

Associate, Financial Advisor, Boston, MA
Boston, MA

Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. + Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.

7 days ago

Financial Solutions Advisor Registration Candidate - Boston Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - Boston Market
Belmont, MA
  • $28.85–$33.65 / hour

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

27 days ago

Financial Solutions Advisor Registration Candidate - Boston West Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - Boston West Market
Jamaica Plain, MA
  • $28.85–$33.65 / hour

Back to search results Financial Solutions Advisor Registration Candidate - Boston West Market Jamaica Plain, Massachusetts; Newton, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

30+ days ago

Financial Solutions Advisor Registration Candidate - South Shore Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - South Shore Market
Braintree, MA
  • $28.85–$33.65 / hour

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Back to search results Financial Solutions Advisor Registration Candidate - South Shore Market Braintree, Massachusetts; Sharon, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago
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