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Financial advisor Jobs in Lynn, MA

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Financial advisor • lynn ma

Last updated: 5 hours ago

Financial Advisor

Ivy Way PlacementsBoston, MA, United States
Full-time

Our 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 progressiv... Show more

Financial Associate I (Financial Associate)

Harvard UniversityBoston, MA, United States
Full-time

The Finance Associate provides support for finance and pre-award activities within the Finance and Research Administration team in the Immunology and Infectious Diseases department.Working closely ... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyBoston, MA, United States
$61,000.00 yearly
Full-time

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

Financial Advisor

Moody Street GroupBoston, MA, United States
Full-time

Financial Services Sales Representative.The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals ... Show more

Financial Advisor

JobotLynn, MA, US
$120,000.00 yearly
Full-time

This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $120,000 - $200,000 per year A bit about us: We are ... Show more

 • New!

Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market

Bank of AmericaBoston, MA, United States
$80,000.00 yearly
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

Personal Financial Advisor - Remote

YO AI LabsBoston, MA, USA
Remote
Full-time
Quick Apply

Personal Financial Advisor (Private Wealth).In this role, you'll apply your expertise to help train next-generation AI systems.Your work will shape how models learn, reason, and perform through hig... Show more

Financial Advisor

AdvisorAlphaBoston, MA, United States
$100,000.00 yearly
Full-time

Boston, Massachusetts, United States.About the Job Financial Advisor.We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and res... Show more

Associate, Financial Advisor, Peabody, MA

SantanderPeabody, MA, United States
$40.00 hourly
Full-time

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization.Our people are at the heart of this jour... Show more

Virtual Financial Advisor - Boston, MA

Thrivent Financial for LutheransBoston, MA, United States
$25.96 hourly
Full-time

Virtual Financial Advisor Remote.Bring your skills to a deeply purposeful, financially rewarding career.Thrivent is more than a financial services company we're a community that puts generosity a... Show more

Financial Advisor

ManulifeBoston, MA, United States
$59,000.00 yearly
Full-time

This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized inves... Show more

Financial Advisor

Northwestern MutualMiddleton, MA, United States
$61,000.00 yearly
Full-time

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

Financial Advisor - Retirement Plans

CaptrustBoston, MA, United States
$100,000.00 yearly
Full-time

Retirement Plan Financial Advisor.Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ ... Show more

Financial Advisor | New England Market

Retirement Income SourceBoston, MA, United States
Full-time

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

Financial Analyst

Edelman Financial EnginesBoston, MA, United States
$61,100.00 yearly
Full-time

Boston, MA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and... Show more

Financial Advisor

Norman AlexBoston, MA, United States
Full-time

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

Financial Analyst

Thought Industries, Inc.Boston, Massachusetts, United States
Remote
Full-time

Prepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboards.Support ad hoc financial and operational analyses that inform b... Show more

 • New!

Financial Advisor - Hybrid (Danvers, MA)

OneDigitalDanvers, MA, United States
$80,000.00 yearly
Full-time

At OneDigital, we are on a mission to help people do their best work and live their best lives.From the services we offer to the way we show up for each other each day, we are fueling dreams, achie... Show more

Financial Advisor - Metro Credit Union

LPL FinancialMelrose, MA, United States
$50,000.00 yearly
Full-time

Financial Advisor - Metro Credit Union.Your career path should lead to real opportunity.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.T... Show more

Financial Advisor

Ameriprise FinancialMiddleton, MA, United States
$48,000.00 yearly
Full-time

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 more

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Financial Advisor

Financial Advisor

Ivy Way PlacementsBoston, MA, United States
30+ days ago
Job type
  • Full-time
Job description

Investment Advisor

Our 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.

Responsibilities 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.

Duties and Responsibilities:

  • Relationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectives
  • Portfolio management: Includes investment analysis, security selection, trading, rebalancing
  • Financial planning: Includes implementing strategies to achieve client retirement goals and provides assistance with budgeting, educational saving, charitable giving, and estate planning
  • Client service: Includes portfolio reviews, account administration, and money movements
  • New business development: Includes cultivating and closing opportunities with prospects
  • Operations: Includes the use of key CRM, portfolio management, and rebalancing systems
  • Community 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

In 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.

Requirements:

  • Minimum 3 years' experience in financial planning and investment advisory services
  • Bachelor's degree
  • Series 65 registration
  • Portable BOB of $10mm AUM or more; ~90%+ managed money (ideally but we are flexible)
  • No non-competes or non-solicitation clauses - if there are any, we may be able to manage
  • Clean U4
  • Strong communication and listening skills
  • Reliability and attention to detail
  • Proven business development ability
  • Emotional intelligence and resilience
  • Team player, with leadership ability
  • Self-reliance
  • Positive "can-do" attitude
  • Writing, and social media skills
  • Ability to thrive in an entrepreneurial, collaborative, small company environment
  • Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis.)
  • Desired CFP designation current or in progress

Benefits:

  • Salary based on experience and ability (competitive with industry standards)
  • Bonus based on achievement of individual and team goals
  • Health care, 401(k) plan
  • Generous vacation/holiday benefits
  • Financial support for professional accreditation/continuing education
  • Long term career opportunities