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Financial advisor trainee Jobs in Quincy, MA

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Financial advisor trainee • quincy ma

Last updated: 5 days 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

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

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

Operations Manager Trainee

PDS HealthWest Roxbury, MA, United States
$31.00 hourly
Full-time

Now is the time to join West Roxbury Modern Dentistry.You will have opportunities to learn new skills from our team of experienced professionals.If you're ready to take your career to the next leve... 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

Financial Advisor (2 Openings)

JobotBoston, MA, US
$100,000.00 yearly
Full-time

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

Financial Solutions Advisor - Boston Market

Bank of AmericaBoston, MA, United States
$65,000.00 yearly
Full-time

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

Remote Financial Advisor (CFA or CFP)

Micro1Quincy, 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

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

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

Management Trainee

Alphabe InsightBoston, MA, United States
$55,000.00 yearly
Full-time

Hype Tier is a growing, forward-thinking company dedicated to developing high-performance teams and delivering exceptional value to our clients.We believe in empowering talent, cultivating leadersh... 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 - 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

Trainee Leader

Elevare BrandingBoston, Massachusetts, United States
$46,000.00 yearly
Full-time

We are seeking a motivated and ambitious.This role is designed for individuals who are eager to develop leadership skills, gain hands-on business experience, and contribute to a high-performing tea... 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 Advisor

Company 19 - John Hancock Life Insurance Company (U.S.A.)USA, Massachusetts, Boston, 200 Berkeley Street
$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

Remote Leadership Trainee

Fisher AgenciesBoston, MA, US
Remote
Full-time
Quick Apply

Fisher Agencies is seeking enthusiastic and driven individuals for the role of Remote Leadership Trainee.This entry-level position offers a unique opportunity to develop leadership skills through c... Show more

People also ask
The cities near Quincy, MA that boast the highest number of financial advisor trainee jobs are:
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