- 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
- TD Bank (Boston, MA)
- …+ Responsible for Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains and on-boards new WLAs + Practice ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending...tax planning, business investment, real estate purchases, RIA practice management and client acquisition + Exercises judgment… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the ... team. Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties.… 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
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... In support of the firm's growth in the US Wealth channel, we are currently seeking to recruit a...we are currently seeking to recruit a high-quality US Registered Fund Accounting Expert to join our Fund Services… 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