Junior Financial Planner: Data-Driven & Client-Focused

$80k - $95k

Heritage Financial Services, LLC

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 possess a Bachelor's degree, have strong attention to detail, and be adept in Excel. The firm offers competitive salaries ranging from $80,000 to $95,000 along with PTO and paid holidays. #J-18808-Ljbffr Heritage Financial Services, LLC

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Junior Financial Planner: Data-Driven & Client-Focused in Westwood, MA vacancy

Relationship Banker II: Client-Focused Banking & Mortgage
TD Bank is seeking a client-focused banking professional in Norwood, MA, to cultivate and sustain relationships while providing personalized banking solutions that align with long-term financial goals. The role emphasizes onboarding new clients, expanding existing relationships...
Suggested
TD
Norwood, MA
2 days ago
Junior Architect
Position title Junior Architect Role Overview We are looking... ...Team. The role focuses on project coordination, quality control, data handling, and assisting... ...reports, summaries, and client ready outputs. Flag inconsistencies... ...in a fast paced, output driven environment #J-18808-...
Data
Junior
Inspekt AI
Boston, MA
6 days ago
Wealth Advisor: Client-Focused Financial Planner
$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...
Suggested
Alera Group, Inc.
Needham Heights, MA
2 days ago
Personal Banker
$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with... ..., ultimately elevating client loyalty. Delivers a full PNC... ...employees to be: Customer Focused - Knowledgeable of the values... ...on geographic location, market data and on individual skills, experience...
Data
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Dedham, MA
1 day ago
Junior Account Manager
$27.88 - $33.65 per hour
...Junior Account Manager Boston, MA As a member... ...seller accounts. This role focuses on accurate and timely... ...and help ensure client needs and internal action... ...Review marketplace data and reporting to identify... ...prioritization skills in a deadline-driven environment. Strong...
Data
Junior
Hourly pay
Work experience placement
Work at office
Remote work
2 days per week
3 days per week
B-Stock Solutions
Boston, MA
1 day ago
Client Relationship Banker: Build Financial Futures
Bank of America in the United States is seeking a client-focused role in our banking center. The position involves engaging lobby clients... ...cash transactions. You will build relationships to understand financial goals and link clients to suitable solutions, while working...
Bank of America
Dedham, MA
2 days ago
Wealth Relationship Banker for Affluent Clients
Chase is seeking a Private Client Banker in Branch Banking who will be the main contact for... ...relationship holistically. This role focuses on relationship growth, referrals, and connecting... ...needs. The position requires a value-driven, service-oriented mindset, strong...
Weekend work
Afternoon shift
Fairygodboss
Mansfield, MA
2 days ago
Relationship Banker: Elevate Clients’ Financial Lives
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
Client-Focused Personal Banker
...exceptional service, educate customers on banking products, and build lasting relationships within the community. The role requires sales-driven experience, strong communication, and the ability to handle deposit, lending, and digital banking solutions while ensuring...
Beacon Bank
Newtonville, MA
6 days ago
Junior Marketing Coordinator
...redefine possibilities through innovative, data-driven strategies that inspire and connect,... ...are seeking a motivated and enthusiastic Junior Marketing Coordinator to join our dynamic... ...and mentorship Exposure to diverse projects and industry-leading clients...
Data
Junior
Work at office
Alphabe Insight Inc
Boston, MA
1 day ago
Trusts & Estates Office Assistant | Organized & Client‑Focused
...professional in the United States. The role focuses on handling mail, scanning, greeting... ...supplies management, and scheduling for client appointments and firm events. Ideal candidates... ...abilities, and proficiency with data entry and Microsoft Office Suite. #J-188...
Data
Work at office
Margolis Bloom & D'Agostino
Wellesley, MA
5 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000... ...owned, placing the focus on our clients rather... ...June 2024, data as of December 202... ...Financial advisors are driven by performance, and... ...FINANCIAL PLANNER™ and/or CRPC™ or Chartered...
Data
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Newton, MA
5 days ago
Junior Financial Analyst
$62k - $70k
...provides consulting services focused on the intersection of energy... ...lights on when bad things happen. Clients include the military, private... .... Position Summary The Junior Financial Analyst is responsible for... ...sheets with accounting data to maintain financial alignment...
Data
Junior
Full time
Contract work
Work at office
Local area
Remote work
Converge Strategies, LLC
Boston, MA
3 days ago
Associate Client Success Manager
...Associate, Client Success Manager – Retail Media Inmar Intelligence is seeking an Associate... ...in retail media, client success, and data-driven marketing. The Associate CSM will work... ..., curious, analytical, and client-focused, with a foundational understanding of digital...
Data
Inmar
Boston, MA
2 days ago
Junior Software Development Engineer
$95k - $154k
...PayPal, Visa, Western Union, Wells Fargo, Client, Paypal, Banking, Wayfair, Client, Client... ...offers of $95k to $154k. Synergisticit focuses on closing the gap between your tech skills... ...developers, Python/Java developers, Data analysts/Data Engineers/ Data Scientists,...
Data
Junior
Full time
SynergisticIT
Boston, MA
3 days ago
IMMEDIATE HIRE - Client / Customer Service Rep
$53k - $58k
...manager. POSITION SUMMARY The Underwriting Client Specialist II utilizes foundational... ...supports all underwriting with an immediate focus on Personal Lines. Principal... ...Insight and Analytics Utilize advanced data-driven insights to assess risk and recommend customized...
Data
Full time
Work at office
Immediate start
Quincy Mutual Group
Quincy, MA
3 days ago
Data Architect
...bespoke solutions powered by data and technology for several Fortune... .... This role will help clients modernize their technology landscape... ...solutions with a primary focus on canonical data modeling, semantic... ..., semantic models, and domain-driven data contracts to enable cross...
Data
Local area
Remote work
Tiger Analytics
Westwood, MA
5 days ago
Relationship Banker II
...partners through our service-focused model. We take great pride... ...lasting relationships through financial education and personalized solutions... ...: Support the development of junior bankers and Relationship... ...modified in the future as market data or organizational priorities...
Data
Work at office
Local area
North Easton Savings Bank
East Walpole, MA
1 day ago
Relationship Banker: Build Trusted Client Relationships
...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...
Local area
Rockland Trust
Boston, MA
3 days ago
Junior Data Scientist
$100k
...technical competence to outperform at interviews and at clients. Here at SynergisticIT we just don't focus on getting you a tech job we make careers. In this... ...Java full stack developers, Python/Java developers, data analysts/data scientists, machine learning engineers...
Data
Junior
Full time
H1b
SynergisticIT
Boston, MA
4 days ago
Junior Security Engineer
$40k
...public service delivery. Our work focuses on sustaining, operating, and... ...of a collaborative, mission-driven organization where teamwork,... ...matter at a national scale. The Junior Security Engineer supports 24x... ...cybersecurity scorecard data. Monitor security tools and alerts...
Data
Junior
Contract work
Remote work
MAXIMUS
Boston, MA
5 days ago
Junior Java Developer
Junior Java Developer SYNERGISTICIT is aware that the job market is... ...entry-level job seekers to get client interviews and jobs they need... ...at SynergisticIT we just don't focus on getting you a job we make... ...One (Las Vegas) and at Gartner Data Analytics Summit (Florida). Oracle...
Data
Junior
H1b
SynergisticIT
Boston, MA
5 days ago
Elite Private Client Banker
JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent client relationships within a branch, delivering tailored education and advice to help customers optimize their finances. You will promote bank products, solicit referrals, and coordinate...
JPMorgan Chase & Co.
Medfield, MA
4 days ago
Private Client Banker - Medfield Main St - Medford, MA (New Build)
...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 clients as well...
Immediate start
Afternoon shift
JPMorgan Chase & Co.
Medfield, MA
4 days ago
Relationship Banker: Craft Lasting Client Partnerships
JPMorgan Chase in Massachusetts is seeking a Relationship Banker to represent the bank, build and retain client relationships, and provide thoughtful financial solutions. You will use cutting‑edge technology alongside personal service to understand clients’ needs and deliver...
Weekend work
Afternoon shift
JPMorganChase
Medfield, MA
2 days ago
Relationship Banker — Build Client Solutions & Growth
Bank of America is seeking a Client Service Associate to engage lobby clients, explain self‑service options, and process cash transactions... .... You will build relationships to understand clients' financial needs and connect them to suitable solutions. The role requires...
Weekend work
Bank of America
Norwood, MA
3 days ago
Private Client Banker - Medfield Main St - Medford, MA (New Build)
...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 clients as well...
Immediate start
Afternoon shift
Fairygodboss
Medfield, MA
4 days ago
Affluent Client Relationship Banker
JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in... ...balances and delivering education and advice tailored to financial needs. You will collaborate with Private Client Advisors, Mortgage...
Fairygodboss
Medfield, MA
4 days ago
Relationship Banker II: Grow Client Wealth & Guidance
...Group in Norwood, MA is seeking a banking professional who cultivates and sustains client relationships by delivering personalized banking solutions to help clients meet long-term financial goals. You will acquire new clients and deepen existing relationships through...
TD Bank Group (TD)
Norwood, MA
4 days ago
Senior Information Security Analyst
$95k - $140k
...technology, and dedicated client service. We focus on making choices clearer,... ...Analysis (BIA), and Sensitive Data Reviews (SDR). User... ...favor over the past decade, driven by innovations, and Great Gray... ...industry verticals, including financial services, healthcare,...
Data
Full time
Work experience placement
Local area
Remote work
Visa sponsorship
Great Gray, Llc
Boston, MA
18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Junior Financial Planner: Data-Driven & Client-Focused. Be the first to apply!