Talent.com

Financial advisor Jobs in Lynn, MA

Create a job alert for this search

Financial advisor • lynn ma

Last updated: 4 days ago
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemBoston, MA, US
Full-time
Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

The Hollister GroupBoston, MA, US
Full-time
We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the nee...Show moreLast updated: 30+ days ago
  • Promoted
GRADUATE ADMISSIONS & FINANCIAL AID ADVISOR, School of Social Work, Financial Aid

GRADUATE ADMISSIONS & FINANCIAL AID ADVISOR, School of Social Work, Financial Aid

Boston UniversityBoston, MA, US
Full-time
With roots dating back to 1918, Boston University School of Social Work has more than 100 years of social work education history, a dynamic faculty leading innovative search on pressing social just...Show moreLast updated: 30+ days ago
Chief Financial Officer (CFO) Advisor - Boston

Chief Financial Officer (CFO) Advisor - Boston

ExecHQBoston, Massachusetts, United States
Full-time +1
ExecHQ® is an advisory firm comprised of executives with extensive C-Suite (e.Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities.Our clients ra...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualMiddleton, MA, US
Full-time
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 moreLast updated: 30+ days ago
Financial Advisor-Peabody, MA

Financial Advisor-Peabody, MA

TD Bank, N.A.West Peabody, Massachusetts
Full-time
The Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions....Show moreLast updated: 11 days ago
  • Promoted
Financial Advisor - Greater Boston, MA

Financial Advisor - Greater Boston, MA

ThriventBoston, MA, US
Full-time
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 moreLast updated: 30+ days ago
  • Promoted
Private Client Financial Advisor - Boston, MA

Private Client Financial Advisor - Boston, MA

Citizens BankBoston, MA, US
Full-time
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to unders...Show moreLast updated: 30+ days ago
Now Hiring - Financial Advisor

Now Hiring - Financial Advisor

The Moody Street GroupBoston, MA, US
Full-time
We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. Newton, Massachusetts and South Wind...Show moreLast updated: 30+ days ago
  • Promoted
Virtual Financial Advisor

Virtual Financial Advisor

CitizensBoston, MA, United States
Full-time
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.We are currentl...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Ameriprise FinancialBoston, Massachusetts
Full-time +1
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...Show moreLast updated: 18 days ago
Senior Financial Advisor

Senior Financial Advisor

Baystate FinancialBoston, MA, US
Full-time
About Us : Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supportin...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Lifetime Recruiting StrategiesBoston, Mass, USA
Full-time
Become Part of The Power to Dream Again!.Financial Advisors needed today!.If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone.Arme...Show moreLast updated: 4 days ago
AI Advisor - Global Financial

AI Advisor - Global Financial

World Wide TechnologyCambridge, MA, United States
Full-time
Qualifications & Experience10+ years of experience in AI, data analytics, machine learning, and HPC environments.Proven ability to advise C-suite and technical leaders on AI strategy, solutions, an...Show moreLast updated: 30+ days ago
Advisor / Sr. Advisor - Oligonucleotide Analytics

Advisor / Sr. Advisor - Oligonucleotide Analytics

Eli Lilly and CompanyBoston, Massachusetts, United States
Full-time
At Lilly, we unite caring with discovery to make life better for people around the world.We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work...Show moreLast updated: 26 days ago
  • Promoted
Financial Advisor-Peabody, MA

Financial Advisor-Peabody, MA

TD Bank GroupPeabody, MA, US
Full-time
West Peabody, Massachusetts, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are def...Show moreLast updated: 7 days ago
  • Promoted
Financial Advisor

Financial Advisor

Moody Street GroupBoston, MA, US
Full-time
We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. Newton, Massachusetts and South Wind...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

AdvisorAlphaBoston, MA, US
Full-time
About the job Financial Advisor.We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Fin...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Hybrid (Danvers, MA)

Financial Advisor - Hybrid (Danvers, MA)

OneDigitalDanvers, MA, US
Full-time
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a ...Show moreLast updated: 30+ days ago
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaBoston
Full-time
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
People also ask
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemBoston, MA, US
30+ days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

WE PROVIDE

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Desired skills :

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.