- Citizens Bank (Boston, MA)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Empower (Boston, MA)
- Senior Branch Financial Advisor - Boston, MA Investor Center page is loaded## Senior Branch Financial Advisor - Boston, MA Investor Centerremote type: ... and grow your career while helping more customers achieve financial freedom. Empower Yourself.The **Senior Branch Advisor **...achieve financial freedom. Empower Yourself.The **Senior Branch Advisor ** is a trusted financial partner for… more
- Citizens Bank (Boston, MA)
- A leading financial institution is seeking a Virtual Financial Advisor to provide personalized financial strategies to affluent clients. This role ... involves analyzing clients' investment needs and recommending solutions while achieving sales goals. Candidates should hold active Series 7 and 66 licenses and have a strong track record in sales performance. The ability to work virtually and communicate… more
- Hispanic Alliance for Career Enhancement (Boston, MA)
- …Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Senior Branch Advisor is a trusted ... the future is based on the idea that transforming financial lives starts by giving our people the freedom... guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic… more
- Edelman Financial Engines, LLC (Boston, MA)
- A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have ... direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking… more
- JPMorgan Chase & Co. (Boston, MA)
- …to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's ... Asset Management - Private Wealth Alternatives, Client Advisor , Northeast Region Job Identification 210661549 Job Category Client Sales Business Unit Asset & Wealth… more
- Empower (Boston, MA)
- A leading financial services provider seeks a Senior Branch Financial Advisor in Boston, MA, to deliver personalized financial guidance and planning to ... clients. The role involves meeting with clients, providing comprehensive financial solutions, and collaborating closely with the Branch Director. Candidates should… more
- PowerToFly (Wellesley, MA)
- …track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, CE-eligible sessions, and ... High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships… more
- Origin (Boston, MA)
- Origin is the first personal AI financial advisor - for everyone. The personal finance landscape is deeply unequal. The wealthy get white-glove teams of ... for Origin's future where we aim to be the first AI Native Financial Advisor encompassing all financial services our customers need to execute. This… more
- JPMorgan Chase & Co. (Boston, MA)
- A leading financial institution is seeking a Client Advisor for their Private Wealth Alternatives team in Boston. This role involves engaging clients to enhance ... their portfolios, establishing key relationships with financial intermediaries, and promoting investment strategies. The ideal candidate has over 5 years of… more
- PowerToFly (Boston, MA)
- …Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... in a clerical capacity at the direction of the FA/PWA/team Assists Financial Advisor (s) / team in delivering against their business plan and client service… more
- Wealth Enhancement Group (Boston, MA)
- …**Sr.** **Client Service Associate** to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client ... with client to understand their personal history and current financial needs and communicates to the advisor ...current financial needs and communicates to the advisor or handles issue resolution* Prepares account transactions, trades,… more
- Hispanic Alliance for Career Enhancement (Boston, MA)
- … financial services company based in Boston is seeking a Senior Branch Advisor to provide personalized financial guidance to clients. The role involves ... will have a Bachelor's degree and over 5 years of experience in financial planning or wealth management. This position offers competitive salary and benefits,… more
- PowerToFly (Boston, MA)
- …estate needs as examples Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... and take appropriate action on client account alerts OTHER Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Salem Five Bancorp (Sudbury, MA)
- …conduct meetings at their locations, assess their needs in your capacity as a trusted financial advisor , and offer banking solutions to help them manage and grow ... MA 01776, USA Salem Five is a growing regional financial services organization with a rich history of over...advisor capable of serving our customers' most complex financial needs. Inspire and motivate team members, offer recognition… more
- Natixis Investment Managers (Boston, MA)
- …to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid ... you will do: Proactive sales outreach to both prospective and existing financial advisor clients via phone, email, virtual and in‑person meetings. Identify new… more
- Origin (Boston, MA)
- Origin is the first personal AI financial advisor - for everyone. The personal finance landscape is deeply unequal. The wealthy get white-glove teams of ... specialists who minimize taxes, optimize investments, and manage every financial decision. Meanwhile, tens of millions of Americans are left to navigate an… more
- Ninjakitchen (Needham Heights, MA)
- …business strategy and objectives for the Canadian market. Serve as a trusted financial advisor to senior leadership, providing insights and recommendations on ... Analysis (FP&A) supporting Canada. This role will take ownership of the financial planning, forecasting, and analysis processes for the Canadian business, working… more
- PowerToFly (Boston, MA)
- …Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor (s) / Private Wealth Advisor (s) and teams on ... data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams. Support the FAs/PWAs/teams' marketing… more
- Wellington Management Company (Boston, MA)
- …for committee meetings, townhalls, and other cross-functional discussions.* Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the ... is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will...This leader will partner with the business leaders on financial performance and creating the right analytics and standard… more
