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Financial consultant Jobs in Brockton, MA

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Financial consultant • brockton ma

Last updated: 6 days ago
  • Promoted
Financial Advisor

Financial Advisor

New York Life, Coelho Group — BridgewaterRockland, MA, United States
Full-time
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 30+ days ago
Financial Customer Associate - Smithfield

Financial Customer Associate - Smithfield

Fidelity InvestmentsNorth Easton, MA, United States
Full-time
Job Description : Do you genuinely enjoy making a difference in the lives of others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (...Show moreLast updated: 30+ days ago
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Recruitment Consultant

Recruitment Consultant

EntegeeBraintree, MA, US
Full-time
Join our growing team in our new Braintree office, we're hiring Recruitment Consultant! This is a dynamic, entry-level role perfect for someone who is driven, ambitious, and loves connecting with p...Show moreLast updated: 16 days ago
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Sales Consultant

Sales Consultant

SyscoBridgewater, MA, US
Full-time
Are you an experienced Sales Professional, Restaurant Manager, Culinary Manager or Chef looking for career development opportunities? Join Freshpoint's World Class Sales Team and explore all the be...Show moreLast updated: 30+ days ago
Leasing Consultant

Leasing Consultant

John M. Corcoran & CompanyStoughton, MA, US
Full-time
We’re looking for a leasing consultant who is eager to learn the property management business.You’ll help your team with sales and marketing and provide excellent customer service, all ...Show moreLast updated: 30+ days ago
Bilingual Financial Planner

Bilingual Financial Planner

NYL - Patrick PiscitelliBridgewater, MA, US
Full-time
Are you a dedicated individual looking to make an impact on the financial well-being of individuals, families, and businesses in the Bridgewater MA area? This position offers more than just traditi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualBraintree, MA, United States
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
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Financial Center Manager - Weymouth Financial Center

Financial Center Manager - Weymouth Financial Center

Bank of AmericaSouth Weymouth, MA, US
Full-time
This job is responsible for managing a financial center and its employees on a day-to-day basis.Key responsibilities include operating as a business owner and fostering a team environment, instilli...Show moreLast updated: 30+ days ago
  • Promoted
Voya Framingham Financial Advisors

Voya Framingham Financial Advisors

Voya Financial Advisors IncBraintree, MA, United States
Full-time
Financial Professional to join our team in the greater Framingham area to work plan sponsor relationships and to assist in retail wealth managment for an existing book of business.This position wil...Show moreLast updated: 6 days ago
  • Promoted
Sales Consultant

Sales Consultant

AT&TBraintree, MA, United States
Full-time
We’re offering a specific $3,000 Sign On Bonus ($500 after 90 days, $500 after 6 months, and $2000 at 1 year of service) for external candidates, including this location. Internal employees are not ...Show moreLast updated: 10 days ago
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Financial Advisor Randolph, NJ

Financial Advisor Randolph, NJ

TD BankRandolph, Massachusetts, USA
Full-time
Randolph New Jersey United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining fea...Show moreLast updated: 21 days ago
Financial Advisor

Financial Advisor

New York Life, Coelho Group BridgewaterRockland, MA, US
Full-time
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 30+ days ago
Financial Planner with Support

Financial Planner with Support

New England Financial - Prudential AdvisorsBridgewater, MA, US
Full-time
Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts!. Regional Director Andrew Grande, Managing Director Ric...Show moreLast updated: 30+ days ago
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Managing Consultant

Managing Consultant

OneDigitalCanton, MA, US
Full-time
Managing Consultant Opportunity.Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees pe...Show moreLast updated: 29 days ago
Financial Associate - Training Provided

Financial Associate - Training Provided

Rise North CapitalBraintree, MA, US
Full-time
In your role as a Financial Associate, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients ...Show moreLast updated: 29 days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutual Life Insurance CompanyRockland, MA, United States
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: 26 days ago
  • Promoted
Financial Advisor

Financial Advisor

South Shore BankWeymouth, MA, United States
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 moreLast updated: 23 days ago
Service Consultant

Service Consultant

Hyundai Motor AmericaNorwood, MA, United States
Full-time
Overall Summary As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty ...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

Route 24 Auto GroupSouth Easton, MA, US
Full-time
Experience preferred but will train the right candidate.New England's fastest growing, family-owned automotive groups.We currently represent Nissan, Chrysler, Dodge, Jeep, Ram, Subaru, Infiniti...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

New York Life, Coelho Group — BridgewaterRockland, MA, United States
30+ days ago
Job type
  • Full-time
Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life : New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source : Individual Third Party Ratings Reports as 7 / 30 / 18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 6 / 1 / 19. For methodology, please see Responsibilities :

  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Qualifications :
  • Relationship management skills are required
  • Required to effectively network to identify potential new clients
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Compensation : $60,000 - $150,000

Compensation :

$60,000-$150,000 per year