Financial Planner
Commonwealth Financial Group
Commonwealth Financial Group is seeking ambitious, relationship-driven professionals who want to help individuals, families, and business owners achieve financial confidence while building a meaningful practice of their own. This opportunity welcomes candidates from diverse professional backgrounds seeking greater purpose, flexibility, and growth potential, with a commitment to becoming fully licensed in Life & Health Insurance, SIE, Series 7, and Series 66. #J-18808-Ljbffr
- Managing Director at Commonwealth Financial Group Seeking an ambitious sales-driven individual ready to translate their skills into a long-term career with uncapped potential. Commonwealth Financial Group is a financial planning firm focused on helping individuals and...SuggestedFull time
$22.5 - $24 per hour
...assisting with loan applications, and providing digital banking support. The ideal candidate will have 1-2 years of experience in financial services and strong communication skills. Benefits include comprehensive health insurance and a competitive salary range of $22.50...SuggestedHourly payFull time- ...What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you...SuggestedWork at officeLocal area
- ...You will not only be a trusted advisor to customers but also an essential part of the team, building lasting relationships through financial education and personalized solutions. This is the perfect opportunity for someone looking to take the next step in their banking...SuggestedWork at officeLocal area
- ...Relationship Banker - Watertown Square Financial Center Watertown, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...including mobile and online channels. The position emphasizes accurate cash handling, building strong client relationships, and identifying financial needs to connect clients to suitable solutions while ensuring compliance with laws and bank policies. #J-18808-Ljbffr...
- ## Relationship BankerApplylocations: NH, Gorham, 260 Main Sttime type: Full timeposted on: Posted 3 Days Agojob requisition id: R2478# Live here. Play here. Bank here. *Work here*.## If you’re looking to build your career at a forward-thinking organization with deep community...Contract workLocal area
- ...Overview Join Mascoma Bank’s Retail Team as a Relationship Banker II and help us improve our clients' financial being! At Mascoma Bank, we aim to provide exceptional customer service while enhancing the lives of our customers and communities. The Relationship Banker II...Early shift
- ...educating them about banking solutions. The ideal candidate will have at least 1 year of sales experience in Retail Banking or related fields and be able to tailor services to meet diverse client needs. Join us to help clients achieve their financial goals. #J-18808-Ljbffr...
- ...as ATM, online and mobile banking. You will process cash transactions accurately, and conduct in-depth conversations to understand financial goals and connect clients to suitable solutions. The role emphasizes building trusted relationships, following bank processes, and...
$25 - $27.88 per hour
...is seeking a dedicated professional to execute the bank's risk culture and foster client relationships. The role involves managing financial center operations, enhancing the client experience, and ensuring adherence to laws and regulations. Applicants should possess a...Hourly pay$23.84 - $39.74 per hour
M&T Bank is seeking a retail sales professional in Boston, MA to identify customer needs and enhance their banking experience. In this role, you will be the focal point for customer engagement through proactive outreach and relationship management. The ideal candidate ...Hourly pay$46.8k - $63.25k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at officeShift work$22.57 - $29.35 per hour
Personal Banker II Job Tracking ID : 512272-912047 Job Location : Boston, MA Job Level : Mid Career (2+ years) Level of Education : High School/GED Job Type : Full-Time/Regular Date Updated : 06/03/2026 ...Hourly payFull timeTemporary workPart timeFlexible hoursDay shift- ...managing their wealth, including investments, credit, and banking needs. With over six years of experience in Private Banking or Financial Services required, this position demands strong sales acumen and the ability to generate new client acquisition. The ideal candidate...
$170k - $175k
...evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc. * Provides financial analysis reports for investment transactions. * Prepares marketing documentation such as pitch materials and board and management...Full timeLocal areaMonday to FridayFlexible hours$21.5 - $26 per hour
...achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent...Flexible hoursWeekend work- ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help...Immediate startAfternoon shift
- The Senior Personal Banking Advisor at South Shore Bank in Quincy, MA performs a broad range of branch duties in line with regulatory and security guidelines. You educate clients, cross-sell bank products, and support the Personal Banking Manager in daily branch operations...
$143.3k - $238.9k
...Required:**Bachelors Degree or four years relevant experience. Minimum of seven years commercial portfolio management experience.Financial analysis and knowledge of banking credit principals. General knowledge of banking and the Bank’s various commercial fee based products...$25 per hour
...customers, then this is the job for you! Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing...Hourly payLocal areaFlexible hoursAfternoon shift$25 - $32.69 per hour
...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's...Work at officeImmediate startAfternoon shift- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Work at officeImmediate startAfternoon shift
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
$150k - $235k
Bank of America is seeking a candidate for its 12-month development program in Boston, focusing on commercial banking sales and credit skills. The position involves acting as a trusted advisor for clients with revenues between $50 million and $2 billion and requires 10...Rotational program$89.46k - $143.14k
...As a Corporate FP&A Senior Analyst at Conga, you will be an integral part of the Finance team, supporting the full spectrum of financial planning, reporting, and analysis. You will play a hands-on role in Board-level reporting, Anaplan model development, monthly close...Full timeWorldwideFlexible hours- ...The role focuses on accurate execution of established processes under guidance, timely completion of recurring administrative and financial tasks, and strong collaboration between a variety of stakeholders. The Finance Associate provides excellent coordination and customer...Work at office
- ...Job Description The Financial Associate performs a broad range of complex accounting and program administration responsibilities related to corporate cards, expense reimbursements, accounts payable, and fixed assets. Emphasizes a strategic, risk‑based approach to financial...Temporary workWork at office3 days per week
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office
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