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.
NewMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket) Navigant Credit UnionMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket)Woonsocket, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
NewMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet and Woonsocket) Navigant Credit UnionMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet and Woonsocket)Woonsocket, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
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.
*Pharmacist Clinical Pharmacist Advisor Medicare ICONMA, LLC*Pharmacist Clinical Pharmacist Advisor MedicarePlease note: Actual location may vary., RIRemote$40–$55.24 / hourThis is a great opportunity to initiate a career with a leading healthcare company by reviewing information and completing timely and accurate documentation of Medicare Part B requests, in compliance with Medicare guidelines, while promoting a best-in-class service experience. Responsibilities: As a Clinical Pharmacist Advisor, Medicare B Operations, you will support Medicare Part B members, prescribers, and providers by processing coverage-related requests for injectable and infused medications covered under their medical benefits.
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.
Executive Advisor, Enterprise Risk and Regulatory Affairs University of Massachusetts Medical SchoolExecutive Advisor, Enterprise Risk and Regulatory AffairsWestborough, MassachusettsThe incumbent will work closely with For Health Consulting Deputy Executive Vice Chancellor, Associate Executive Vice Chancellors (AEVCs) and Managing Directors (MDs) to anticipate and address potential legal risks related to new and existing For Health business initiatives and internal processes; serve as a creative problem solver for complex business, legal, and compliance challenges to facilitate the development of business strategy and subsequent growth in products and services; and lead negotiations on behalf of ForHealth Consulting where appropriate. In this leadership position, the candidate must demonstrate influencing skills and organizational savvy to effectively interact with multiple internal business unit leaders at ForHealth Consulting, key stakeholders throughout the broader UMass Chan Medical School and University of Massachusetts system, and many other external partners in public and private organizations.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Boston, MA Thrivent Financial for LutheransVirtual Financial Advisor - Boston, MABoston, MARemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
VP, Commercial Operations Executive Management Advisor Trinity Life SciencesVP, Commercial Operations Executive Management AdvisorWaltham, MA$200,000–$240,000 / yearVP, Commercial Operations Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions. You will be a TGaS business unit liaison with broader Trinity Life Sciences Account Leads and Team to assist in building relationships, forming strategic partnerships to identify business opportunities for Trinity Life Sciences offerings.
Style Advisor, Franklin Street EquinoxStyle Advisor, Franklin StreetBoston, MAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisor to join the Equinox team at our Equinox Franklin Street location ! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisors, Seaport EquinoxStyle Advisors, SeaportBoston, MAPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Style Advisors, Chestnut Hill EquinoxStyle Advisors, Chestnut HillNewton, MAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at our Equinox Club in Chestnut Hill! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. In addition to Equinox, our other brands, Blink, Pure Yoga, SoulCycle, Equinox Hotels and Equinox Media are all recognized for inspiring and motivating members and employees to maximize life.
BS/MD Physician Advisor (Remote) MedSchoolCoachBS/MD Physician Advisor (Remote)Boston, MARemoteWorking alongside a College Advisor, the BS/MD Advisor will mentor high school students throughout the application process, helping them develop school lists, craft compelling "Why Medicine?" essays, brainstorm and edit supplemental essays, prepare for interviews, and provide strategic guidance from start to finish. MedSchoolCoach is a rapidly growing EdTech company that serves the needs of future physicians by providing the highest quality content, tutoring, and advising services.
BS/MD Physician Advisor MedSchoolCoachBS/MD Physician AdvisorBoston, MARemoteWorking alongside a College Advisor, the BS/MD Advisor will mentor high school students throughout the application process, helping them develop school lists, craft compelling "Why Medicine?" essays, brainstorm and edit supplemental essays, prepare for interviews, and provide strategic guidance from start to finish. MedSchoolCoach is a rapidly growing EdTech company that serves the needs of future physicians by providing the highest quality content, tutoring, and advising services.
Home Lending Advisor Assistant - Boston Market, MA JPMorgan Chase Bank, N.A.Home Lending Advisor Assistant - Boston Market, MABoston, MAFull timeEstablish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
NewAssociate Director, Wealth Advisor ChoreoAssociate Director, Wealth AdvisorBoston, MAChoreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. Opening Summary: The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Boston market through CPA partner channels, referrals, and local centers of influence.
MA Decarbonization Advisor Abode Energy ManagementMA Decarbonization AdvisorConcord, MABuilding from its core expertise of administering residential energy efficiency programs, Abode implements many utility and government-sponsored programs helping homeowners and small businesses develop and implement plans to electrify and decarbonize their buildings, while supporting contractors to provide quality decarbonization services. The Advisor will partner with the rest of the team to provide ongoing support to both contractors and customers, with tasks including managing a shared inbox/phone line for contractor inquiries, responding to and helping to resolve customer and contractor issues, and conducting regular reviews of contractor certifications and following up as needed to obtain renewed documents.
Financial Advisor - Metro Credit Union LPL FinancialFinancial Advisor - Metro Credit UnionMelrose, Massachusetts$50,000–$80,000 / yearThis employment opportunity at TruStage located at Metro Credit Union in Melrose, MA would allow you to join Metro Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Metro Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.