Financial Consultant
WealthBridge Financial Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Bachelor’s degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr WealthBridge Financial Group
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Talent Software Services
Cambridge, MA2 days ago $21 - $25 per hour
...Overview Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for insurance verification, financial counseling...SuggestedLocal areaAcadia Healthcare- Lakeland Behavioral
Malden, MA1 day ago$61k - $119k
...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 goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Boston, MA4 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Cambridge, MA2 days ago$47.7k - $54k
...The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI). Reporting to and with direction from the Access &...SuggestedWork experience placementWork at officeDana-Farber Cancer Institute
Boston, MA2 days ago- ...Financial Advisor 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 backing of one of the country’s largest private banks...
Norman Alex
Boston, MA2 days ago - ...Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Somerville, Massachusetts; Boston, Massachusetts; Cambridge, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Somerville, MA12 hours ago - ...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 and families. We assist our clients in attaining financial objectives...Work at officeWorldwide
Moody Street Group
Boston, MA3 days ago $180k - $200k
...Looking to combine your financial advisor expertise with a passion for sustainable investing? This is an exciting opportunity to join a highly respected boutique investment firm where sustainable investment strategies are at the heart of the business. You'll manage sophisticated...Work experience placementKennison & Associates
Boston, MA4 days ago$65k - $80k
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Boston, MA5 days ago- ...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...Work at officeLocal areaRemote workFlexible hours
Ivy Way Placements
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The Bulfinch Group
Needham Heights, MA2 days ago $61k - $119k
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Boston, MA3 days ago- ...marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and...Work at officeWeekday work
Johnson Brunetti
Needham Heights, MA2 days ago $21 - $32.72 per hour
...holistic, and integrated services, and to empower individuals to lead healthy lives and build thriving communities. Position Summary: Financial Counselor provides application assistance to applicants and beneficiaries of Qualified Health Plans and insurance affordability...Hourly payWork at officeFlexible hoursCodman Square Health Center
Boston, MA1 day ago- 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. As a financial advisor, you will: Grow your client base by making new connections, maintaining...
$70k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeMonday to FridayShift workDay shift- Harvard University in Cambridge, MA seeks a Financial Aid Officer to independently perform financial aid activities, reviewing information and determining awards in line with federal and university standards. You will counsel students and families, calculate aid, participate...Casual workNight shift
- Bank of America in Cambridge, MA seeks a financial professional to provide tailored financial guidance and develop client relationships. You will triage leads, refer to internal partners, and meet clients to review goals and recommend appropriate products and services....
$131.32k - $145.91k
...training, or other business needs) or should the policy change. Assist the Manager of Revenue Requirements in the preparation of the financial component sections of regulatory filings and contracts. In addition, this position has the responsibility of leading and managing...For contractorsH1bWork at officeRemote work- ...dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing...
- ...Line of Business Gestion de patrimoine TD Job Description The Financial Advisor (FA) role is a three-year program with a forgivable... ...experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish...Work at officeLocal areaWork from homeFlexible hours
- 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 our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great...Temporary workWork at officeMonday to FridayShift workDay shift
$80k - $95k
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...$70k - $110k
Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. Initially this is a support role with a fast-track opportunity to grow into a Senior Financial Advisor...Full timeFlexible hours- Bank of America in multiple MA offices is seeking a client-focused financial advisor to guide clients toward their financial goals through tailored investment and banking strategies. The role emphasizes relationship-building, regulatory diligence, and proactive referrals...
- ...Job Description Job Description Description: Financial Advisor | New England Are You Earning What You’re Actually Worth as a Financial Advisor? You became a financial advisor to help people change their financial future- not to spend your days cold calling,...Work at office
Retirement Income Source SFG
Boston, MAa month ago - ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource...Work experience placement
RK Partners
Boston, MAa month ago $102k - $163k
...responsible for providing data-driven insights to inform strategic, financial, and operational decision-making across the company. We’re... ...of experience in Strategic Finance, FP&A, investment banking, consulting, or a similar analytical role ~ Comfortable working cross-...Work at officeLocal area- The Bulfinch Group is seeking a Financial Advisor in Needham, MA to work with individuals and businesses to provide access to financial products and services, helping clients understand their financial life and build wealth for the future. You will develop and maintain...
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