Financial advisor • boston ma
Investment Advisor/h2pOur latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing.Their team members are creative, forward-th... Show more
The Moody Street Group, LLC, a general agency of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals, and families.We assist our clients in at... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
Hult International Business School seeks an experienced and student-centered professional to serve as a Financial Aid Advisor at its Boston campus.Reporting to the Director of Financial Aid as a pa... Show more
Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run ou... Show more
Cultivate strong relationships with members by consistently using the prescribed sales process.Cultivate strong working relationships and trust among credit union staff by conducting regular staff ... Show more
Financial Relationship Advisor Opportunity in Financial Services.Location(s): Boston, MA: 155 Seaport Blvd, Boston, MA 02210.Osaic has returned to the office on a hybrid schedule requiring a minimu... Show more
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the fin... Show more
Student Financial Services seeks a Financial Aid Advisor.This position will help Boston University Student Financial Services achieve Boston University’s goals for recruitment, retention, and... Show more
Work Location: Cambridge, Massachusetts, United States of America.Pay Details: $72,280 - $108,160 USD.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Gr... Show more
Retirement Plan Financial Advisor/h2pJoin Our Team at CAPTRUST!/ppWho Are We Looking For?/ppAre you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engagi... Show more
Licensed Financial Advisor Opportunity.We are hiring licensed Financial Advisors in all North East markets!.At Retirement Income Source SFG, our mission is simple: educate clients on their best opt... Show more
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno... Show more
Boston, Massachusetts, United States.We are recruiting for a top tier advisor/team in the greater Boston market.If you are looking for an opportunity to work in a brokerage environment, with the ba... Show more
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management ... Show more
Financial Relationship Advisor Opportunity in Financial Services.Boston, MA: 155 Seaport Blvd, Boston, MA 02210.Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 da... Show more
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more
Join Us! This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $100,000 - $140,000 per year A bit about us: W... Show more
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more
The average salary range is between $ 81,000 and $ 200,000 year , with the average salary hovering around $ 110,680 year .
The average salary range is between $ 57,311 and $ 133,538 year , with the average salary hovering around $ 79,743 year .
divh2Investment Advisor/h2pOur latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing. Their team members are creative, forward-thinking, and progressive. They hail from diverse backgrounds, speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience./ppResponsibilities include maintaining client relationships, managing portfolios, creating financial plans for clients, formulating and implementing investment advice, developing new client relationships, and collaborating closely with colleagues on strategic planning and on social media campaigns./ppDuties and Responsibilities:/pulliRelationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectives/liliPortfolio management: Includes investment analysis, security selection, trading, rebalancing/liliFinancial planning: Includes implementing strategies to achieve client retirement goals and provides assistance with budgeting, educational saving, charitable giving, and estate planning/liliClient service: Includes portfolio reviews, account administration, and money movements/liliNew business development: Includes cultivating and closing opportunities with prospects/liliOperations: Includes the use of key CRM, portfolio management, and rebalancing systems/liliCommunity service: All employees are strongly encouraged to engage in community service as part of our B-Corp certification requirement and also be a community ambassador/li/ulpIn sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners./ppRequirements:/pulliMinimum 3 years experience in financial planning and investment advisory services/liliBachelors degree/liliSeries 65 registration/liliPortable BOB of $10mm AUM or more; ~90%+ managed money (ideally but we are flexible)/liliNo non-competes or non-solicitation clauses - if there are any, we may be able to manage/liliClean U4/liliStrong communication and listening skills/liliReliability and attention to detail/liliProven business development ability/liliEmotional intelligence and resilience/liliTeam player, with leadership ability/liliSelf-reliance/liliPositive can-do attitude/liliWriting, and social media skills/liliAbility to thrive in an entrepreneurial, collaborative, small company environment/liliWants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis.)/liliDesired CFP designation current or in progress/li/ulpBenefits:/pulliSalary based on experience and ability (competitive with industry standards)/liliBonus based on achievement of individual and team goals/liliHealth care, 401(k) plan/liliGenerous vacation/holiday benefits/liliFinancial support for professional accreditation/continuing education/liliLong term career opportunities/li/ul/div
