Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Client-Focused Financial Planner

$80k - $95k

Alera Group, Inc.

Alera Group, Inc. is seeking a Servicing Financial Advisor in the Boston area to support clients in financial planning and investment strategies. Candidates should have over 3 years of advisory experience and strong knowledge of investment products. This role requires excellent communication skills and the ability to thrive in a fast-paced environment. Compensation includes a salary range of $80,000 to $95,000 per year, along with comprehensive benefits and opportunities for professional development through Alera Group Academy. #J-18808-Ljbffr Alera Group, Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Client-Focused Financial Planner in Needham Heights, MA vacancy
  • Bank of America in Massachusetts seeks a financial advisor to help clients reach financial goals using brokerage and banking solutions. You will discuss...  ...multiple priorities in a dynamic environment, with focus on client outcomes and regulatory alignment. #J-18808-Ljbffr... 
    Suggested

    Bank of America

    Chelmsford, MA
    3 days ago
  • TIAA is seeking a Wealth Management Advisor in the United States, focusing on high-net-worth clients and managing an established book of business. You will partner with clients to develop tailored financial strategies, navigate retirement, and grow your practice using... 
    Suggested

    TIAA

    Waltham, MA
    2 days ago
  • Johnson Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful advisory team. This role focuses on client onboarding and maintaining strong relationships by providing exceptional client service. The ideal candidate will... 
    Suggested

    Johnson Brunetti

    Needham Heights, MA
    2 days ago
  •  ...Bank of America in Wakefield, MA is hiring for a role focused on engaging clients in-branch, educating them on self-service options, and processing...  .... You will build relationships, understand client financial goals, and connect them to suitable solutions. The position... 
    Suggested
    Flexible hours

    Bank of America

    Wakefield, MA
    4 days ago
  •  ...full-service commercial bank with a strong focus on local decision-making and community...  ...Banker to build relationships, identify financial needs, and deliver an energetic banking experience...  ...digital channels and Salesforce to expand client relationships. #J-18808-Ljbffr... 
    Suggested
    Local area

    Rockland Trust

    Boston, MA
    3 days ago
  • $80k - $95k

    A financial advisory firm in Westwood is seeking an entry-level Associate Financial Planner to join their planning team. The role involves creating and updating financial plans, performing detailed financial analyses, and collaborating across departments. Candidates should... 

    Heritage Financial Services, LLC

    Westwood, MA
    2 days ago
  •  ...in Cambridge, Massachusetts is hiring a Financial Advisor through a three-year program designed...  ...investment management guidance. You will review client goals, make investment recommendations,...  ...as the central point of contact for TD Wealth clients. You will onboard clients,... 

    TD Bank

    Cambridge, MA
    6 days ago
  • $110k - $150k

     ...the Opportunity: Our client is a boutique wealth management firm in the Boston...  ...experienced Senior Wealth Advisor to step into an established...  ...across all areas of their financial lives. This is not a traditional...  .... Instead, you'll focus on serving existing clients... 

    Claire Myers Consulting

    Wellesley, MA
    9 days ago
  • SharkNinja is seeking a Financial Analyst, FP&A - Global OpEx to forecast and analyze operating expenses, focusing initially on R&D OpEx. This role partners with cost center owners and leaders across regions to deliver accurate forecasts and insightful variance analysis... 

    Socket.dev

    Needham Heights, MA
    3 days ago
  • $85k - $95k

    Job Description Summary Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor...  ...based on each of our unique clients' goals and aspirations. The position...  ...active participation in the financial planning process. Responsibilities... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners

    Needham Heights, MA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming...  ...where you can help your clients achieve their goals through...  ...representative focused on client-building and...  ...moreCertified Financial Planner® licensing supportFully...  ...Northwestern Mutual Wealth Management Company® (NMWMC... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Wellesley, MA
    3 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique...  ...business where you can help your clients achieve their goals through...  ...a financial representative focused on client‑building and...  ...and more Certified Financial Planner licensing support Fully company... 
    Work at office

    Unavailable

    Wellesley, MA
    5 days ago
  • $65k - $80k

     ...common purpose to help make financial lives better through the power...  ...company and how we deliver for our clients, teammates, communities and...  ...such as Certified Financial Planner (CFP) and/or Chartered...  ...Branding Customer and Client Focus Oral Communications Issue Management... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Waban, MA
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued...  .... With over 9 million clients and 20,000 financial advisors across the U.S. and Canada...  ...privately-owned, placing the focus on our clients rather than...  ...® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Newton, MA
    3 days ago
  • Bank of America in Medfield, Massachusetts is seeking a client-focused professional to serve as the first point of contact for financial center clients. The role requires assisting both individual and small business clients, offering appropriate banking solutions, and... 
    Hourly pay

    Bank of America

    Medfield, MA
    2 days ago
  • Citizens Bankers is looking for an energetic customer-focused professional to advise clients on financial solutions and support their banking needs. You will build lasting relationships, educate customers on digital banking, and work with partners to address complex financial... 

    Citizens

    Sudbury, MA
    6 days ago
  • Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment...  ...relationships, deliver personalized financial planning, and coordinate...  ...a plus.Certified Financial Planner (CFP) designation strongly preferred... 

    CyberCoders

    Boston, MA
    3 days ago
  • J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, leverage leadership... 

    Fairygodboss

    Marlborough, MA
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will support a wide range of clients, from new savers to high-net-worth families, delivering... 

    Fairygodboss

    Framingham, MA
    4 days ago
  •  ...self-motivated, and customer-focused? Do you want to have the opportunity...  ...enjoy working closely with clients, developing long-term...  ...challenging yourself, and providing financial planning and expertise, then...  ...and seeking to add an Advisor to our Team! We market in multiple... 
    Work at office
    Weekday work

    Johnson Brunetti

    Needham Heights, MA
    3 days ago
  • EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to individual clients, focusing on building long-term relationships and aligning planning with clients’ goals. This role collaborates with portfolio... 

    ep wealth advisors

    Norwood, MA
    3 days ago
  •  ...our growing organization as a Financial Advisor. Are you looking for a...  ...approach to financial services, focusing on long‑term results and leveraging...  ...to put yourself and your clients first. We’re looking to...  ...their financial life, and build wealth for the future. As a... 
    Permanent employment
    Work at office
    Shift work

    The-Bulfinch-Group

    Needham Heights, MA
    4 days ago
  • $100k - $140k

    * Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships...  ...of all wealth, investment, and financial planning processes* Begins to...  ...center of everything we do. We focus on exceeding expectations,... 
    Permanent employment
    Work at office

    Corient Private Wealth LLC.

    Boston, MA
    5 days ago
  • $100k - $140k

     ...them to preserve their wealth for future generations,...  ...communities they care about. We focus on exceeding...  ...Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to...  ...wealth, investment, and financial planning processes... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Boston, MA
    5 days ago
  • Private Wealth Management (PWM)Goldman Sachs Private...  ...Teams work one-on-one with clients to advise and deliver...  .... Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ...wealth management, financial services, or related...  ...environmentExceptional client focus, business development,... 

    Goldman Sachs

    Boston, MA
    3 days ago
  •  ...customers, process transactions, and provide guidance on digital tools like mobile banking and ATMs. You will deliver personalized financial solutions while upholding all policies and cash-handling procedures. Applicants should have strong listening skills and the... 
    Afternoon shift

    Citizens Bank

    Winthrop, MA
    3 days ago
  • 3M HEALTHCARE is seeking a Consulting Analyst, Actuarial, to join a team delivering employee benefits consulting services and client account management in Framingham. You will support surveys, benchmarking, and research to strengthen client work products. The ideal candidate... 

    3M HEALTHCARE

    Framingham, MA
    4 days ago
  • $72.2k - $120.3k

     ...Financial Advisor | Greater Boston Market Build trusted relationships. Deliver...  ...a Financial Advisor to help clients across the Greater Boston...  ...Banking, Mortgage, and Wealth teams, you'll provide personalized...  ...Collaborative environment focused on client success and long-... 
    Full time

    M&T Bank

    Boston, MA
    13 hours ago
  • $27.75 - $41.5 per hour

    TD Bank in Revere, Massachusetts is seeking a Financial Advisor Trainee who will learn necessary skills to transition into a Financial Advisor Associate. Responsibilities include meeting with clients, analyzing financial goals, and recommending suitable investment strategies... 
    Hourly pay
    Traineeship

    TD Bank

    Revere, MA
    6 days ago
  • EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of...  ...The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships,... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    ep wealth advisors

    Norwood, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Client-Focused Financial Planner. Be the first to apply!