- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate (FP) Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Somerville, MA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Wells Fargo (Worcester, MA)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- TD Bank (Brookline, MA)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the best advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing… more
- City National Bank (Boston, MA)
- …offered. What you will do * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can ... of line units and develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products and services. Conduct … more
- Berkshire Bank (Worcester, MA)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are looking for an Operations Analyst for a Wealth Management firm in Boston. This position involves collaborating with financial professionals ... and client support teams to analyze workflows, recommend process enhancements,...possess 2-5 years of investment operations experience at a registered broker-dealer, hold relevant licenses (SIE and Series 7),… more
- Atria Wealth Solutions (Lunenburg, MA)
- …investment and insurance products that best suit the individual needs of the member/ client . + Manage an assigned branch territory by making regular on-site visits to ... internal business partners to communicate and review business results and pipeline management . Meets service level agreements on lead and referral follow up. Adheres… more