- Bank of America (Manchester, NH)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- TD Bank (Epping, NH)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor II (FA) role requires previous experience selling investments ... and providing financial planning & will need to leverage this experience...contact, providing expertise for MA clients on managed investments, financial planning and annuities/insurance. The job is directly responsible… more
- Bank of America (Manchester, NH)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Portsmouth, NH)
- Financial Solutions Advisor - Consumer Investments - Maine/New Hampshire Market Portsmouth, New Hampshire;South Portland, Maine; Portland, Maine; Dover, New ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Citizens (Lawrence, MA)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- Citizens (Windham, NH)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, etc. +… more
- Wells Fargo (Manchester, NH)
- …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Edward Jones (Portsmouth, NH)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Morgan Stanley (Middleton, MA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Bank of America (Manchester, NH)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …book of accounts with supervisory interaction and support. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes ... trusteed IRAs in accordance with statutes and regulations. * Interacts with Financial Advisors and clients in defining goals and objectives, working along with… more
- Morgan Stanley (Manchester, NH)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to,… more
- ADP (Salem, NH)
- …through to completion. + Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of ... critical client issues where appropriate. + Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions. + Assess, recommend and/or create custom client and participant Education Program(S) and… more
- H&R Block (Andover, MA)
- **517300BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Bank of America (Salem, NH)
- Senior Banker - Salem Financial Center Salem, New Hampshire **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- ADP (Salem, NH)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Wipfli LLP (Bedford, NH)
- …and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed ... matters in a timely manner + Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs + Develop… more
- AeroVironment (Wilmington, MA)
- …in subject matters pertaining to both technology and the business + Serves as a "trusted advisor " to the BU and functions as a key point of contact for BU & DBT ... Project Billing, Project Revenue, Revenue management, Capital Projects, AR and Financial Applications + Strong knowledge of Sales, Customer Relationship Management,… more
- BAE Systems (Hudson, NH)
- …1. Serve as an active member of the Business Development leadership team and a trusted advisor to the VP/ GM and a member of the C4ISR Systems leadership team to ... our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours per week are offered:… more
- Veterans Affairs, Veterans Health Administration (Manchester, NH)
- …or other internal databases and spreadsheets) meet technical requirements. Serving as technical advisor to the Executive Committee of the Medical Staff (ECMS) and if ... Incentive (CSI): Not approved Permanent Change of Station (PCS): Not authorized Financial Disclosure Report: Not required This position is not a Bargaining Unit… more