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Financial advisor Jobs in Quincy, MA

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Financial advisor • quincy ma

Last updated: 1 day 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

Senior Associate, Financial Due Diligence - Financial Services

KPMGBoston, MA, US
Full-time

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Show more

 • Promoted

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

Mortgage Advisor

The EMAC GroupQuincy, MA, United States
Full-time

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market.The successful candidate will partner with the company's regional leadership that ha... Show more

Financial Advisor

South Shore BankHingham, MA, United States
$60,000.00 yearly
Full-time

The Financial Advisor plays a crucial role in providing comprehensive financial guidance and investment advice to our valued clients.This expertise helps clients make informed decisions about their... 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

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

Volunteer Advisor

Oxfam AmericaBOSTON, Massachusetts, United States
Remote
Full-time

Brand & Engagement; Policy & Practice; Campaigns & Influencing; Digital Marketing & Supporter Engagement; Design & Content; Resource Development; and volunteers across priority ... Show more

Physician Advisor

MedSchoolCoachBoston, Massachusetts, United States
$75.00 hourly
Full-time +1

Annually, MedSchoolCoach assists more than a thousand pre-medical and medical students in their journeys to become successful medical school and residency applicants.Drawing on our first hand exper... 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

Score Advisor

DeleteMeBoston, MA, United States
Full-time

DeleteMe Privacy Operations Team Member.DeleteMe is the leader in proactive privacy protection.We help individuals, families, businesses, and security teams reduce their human attack surface by con... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Boston, Massachusetts, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Financial Analyst

Museum of Fine ArtsBoston, MA, United States
$78,000.00 yearly
Full-time

The Financial Analyst supports the Museum's financial planning, reporting, and analytical functions to ensure strong fiscal stewardship and informed decision-making.The ideal candidate combines str... 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

Advisor - Boston

Brighton JonesBoston, MA, United States
Full-time

At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives.As one of the largest RIAs in the nation, we've built a culture of continuous growt... Show more

Senior Advisor

US Government JobsBoston, MA, United States
Full-time

As a Senior Advisor, you will deliver counsel across sensitive matters, and emerging initiatives to the Assistant Commissioner.Location of position: GSA, Public Buildings Service, Office of Portfol... 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

Associate, Financial Advisor, Boston, MA

SantanderBoston, 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

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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