- TD Bank (Boston, MA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship ... affiliate channels, including TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is at the center of the TD … more
- Bank of America (Boston, MA)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… more
- TEKsystems (Braintree, MA)
- …information. Additional Skills & Qualifications * Prior experience in a financial advisor 's practice. * Administrative experience. * Associate or bachelor's ... Description The Administrative Assistant is the first point of contact...experience. This role involves managing the front desk, providing administrative support to the financial advisors, and facilities effective… more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate (FP) Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- TEKsystems (Braintree, MA)
- Description The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all ... daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive...Additional Skills & Qualifications * Prior Financial Planning or Wealth Advisory support experience needed Organized with a strong… more
- Bank of America (Boston, MA)
- … administrative , and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key ... administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate… more
- DXC Technology (Boston, MA)
- …of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements, ... and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting **gap… more
- KeyBank (Boston, MA)
- …and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, consultation and ... journey. **JOB BRIEF** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. The Senior Healthcare RM… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client is a boutique Wealth Management firm looking to bring onboard a Compliance Analyst. The role is in Boston, mostly in office. This role focuses ... 2-5 years of compliance or risk management experience for a broker-dealer or investment advisor is required, along with a FINRA Series 7, 24, and 63/66 licenses.… more
- Eastern Bank (Boston, MA)
- …and offer tailored recommendations for improvement. + Act as a trusted advisor , delivering expert guidance on retirement plan design, compliance, and participant ... and other networking events. + Collaborate with internal teams, including wealth management, compliance, and marketing, to deliver integrated client solutions. +… more