- Edward Jones (Palmer, MA)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Wells Fargo (Worcester, MA)
- …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Morgan Stanley (Westborough, MA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Bank of America (Worcester, MA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Worcester, Massachusetts **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...doing:** + Lead an analyst team in providing strong financial analytics and insights to the Staples.com business unit… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...Bachelor's degree preferred **We Offer:** + Inclusive culture with associate -led Business Resource Groups + Flexible PTO (22 days)… more