Financial Advisor - Beacon Bank
LPL Financial
Financial Advisor – Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Beacon Bank in Worcester, MA would allow you to join the Investment Program at Beacon Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Beacon Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Beacon Bank for financial solutions. This position will offer:
- The ability to build a strong client base with the Bank’s exceptional referral system
- Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
- The opportunity to find new clients via the bank’s client base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL’s combination of tools, technology, and support
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the bank’s reputation and community standing
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
$65k - $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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...sales and deepen customer relationships in a fast-paced retail banking environment. The role emphasizes incentive-based selling, excellent... ...12+ months of sales experience in retail banking or related financial services, strong communication skills, and the ability to...Suggested
$52k - $90.5k
...analyze and underwrite credit requests for Bank prospects and customers and to maintain... ...following resources: applications, spreads, financial statements, tax returns, credit bureaus,... ...with and fulfill compliance requirements Beacon Bank is an Equal Opportunity Employer -...SuggestedWork at office- Beacon Bank in Worcester, MA is seeking a credit analyst to underwrite loan requests for prospects and customers under lending officer supervision. The role involves evaluating financial data, collateral, and cash flow to ensure compliance with bank policy. You will collaborate...Suggested
- Bank of America Corporation is seeking a Financial Consultant to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build a financial...Suggested
$70k - $80k
Bank of America is hiring in Westborough, MA for a role focused on delivering comprehensive financial advice and customized solutions to clients. The position includes building financial plans with brokerage products and referring to partners based on client needs and asset...$19 - $22.5 per hour
...ensure the proper hand-off to the appropriate person to assist if applicable. Develops and maintains a working knowledge of our bank products and services and recognizes a customer’s potential product/service need. Recognizes opportunities to suggest/cross-sell...Hourly pay- ...Officer, you’ll serve as a trusted mortgage advisor—originating residential loans,... ...engagement. With the support of a respected local financial institution, industry‑leading resources,... ...Have a positive attitude). ~ Embraces the Bank’s commitment to Solutions by seeking and...Work at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift
- Bank of America in the United States is seeking an advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet clients to review goals, build a plan, and recommend brokerage products. Candidates must complete...Work at office
- ...customers to subject matter experts. Maintains confidentiality of bank records and customer information. Adheres to bank policies,... ...Principal Responsibilities: Listens and recognizes customers financial needs to develop and deepen relationships. Opens consumer and small...Work at officeLocal areaFlexible hours
- ...Financial Consultant Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses...Work experience placementLocal area
- ...Relationship Banker Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach... ...management and customer conversations. You are the trusted advisor of our customers and a champion for Rockland Trust,...Local area
$38.25k
...is a global leader and innovator in the financial services industry and is evolving from a... ...Relationship Banker you serve as a trusted advisor to customers, focusing on building... ...involves providing tailored solutions for banking, lending and investment products while delivering...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$38.25k
...Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... ...environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- Santander is seeking a Relationship Banker in Worcester, MA to advise customers on banking, lending, and investment products while delivering exceptional service. Build and maintain relationships, identify opportunities for cross-selling, and drive branch sales targets...
- Rockland Trust is looking for a Relationship Banker to build strong customer relationships and foster an engaging banking experience. You will engage in consultative conversations with customers while accurately processing transactions and cross-selling bank products. The...
- Bank of America in Shrewsbury, MA is seeking a customer service associate to engage clients in the lobby and educate them on conducting... ...accurately, build relationships, and connect clients to financial solutions that fit their goals. The role requires strong communication...Weekend work
- ...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... ...needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
- 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....Work at officeFlexible hoursWeekend work
- ...relationships, and guide clients to deposit and loan products. You will handle accounts, process transactions, and promote digital banking options while maintaining confidentiality and compliance. The role emphasizes building trusted customer relationships, meeting individual...
- Bank of America is seeking a customer-focused Banking Center Associate in Worcester, MA to be the first point of contact for clients. You will uncover personal banking needs, educate clients on self-service options, and connect customers with specialists. Responsibilities...
- ...MA branch. You will represent our brand with hospitality, manage client relationships, and connect customers with banking solutions to meet their financial needs. You will meet with clients in person and by phone, educate them on Chase Mobile App and online tools, and collaborate...
- Santander US is seeking a Relationship Banker who serves as a trusted advisor to customers, building strong relationships by understanding financial needs and goals. This role focuses on tailored banking, lending, and investment solutions while delivering exceptional...
- ...relationships that serve to deliver an energetic banking experience for both customers and... ...with our client base by identifying financial needs, efficiently processing transactions... ...customer conversations. You are the trusted advisor of our customers and a champion for...Live inWork at officeFlexible hours
$25 - $26.77 per hour
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....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$29.25k
...Starts Here Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest... ...customers, minimizing wait times and assisting with their banking needs. Process transactions, including deposits, withdrawals,...Hourly payFull timeContract workWork experience placementWork at officeAfternoon shift- ...Bankers are the face of the branch, helping customers with essential financial decisions and building lasting relationships. You’ll use strong... ..., provide tailored advice, and guide clients toward digital banking solutions while supporting in-person and phone interactions. In...Hourly payAfternoon shift
- JPMorgan Chase & Co. in Worcester, MA is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships with a proactive, education-focused approach. You will collaborate with specialists to connect clients with expert solutions, solicit...
- ...Cornerstone Bank in Spencer, MA is seeking a detail-oriented Credit Analyst II to support our Commercial Lending team. You will evaluate... ...new and existing commercial credit relationships, analyze financial statements, assess repayment capacity, and prepare credit recommendations...
$29.25k - $45k
A leading financial services provider in Worcester, MA seeks a Full Time Teller to deliver exceptional customer service and handle various banking transactions. The ideal candidate will possess strong cash handling skills, customer service experience, and a high school...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Beacon Bank. Be the first to apply!
- financial advisor associate Worcester, MA
- financial planning associate Worcester, MA
- financial consultant Worcester, MA
- finance associate Worcester, MA
- financial planning administrator Worcester, MA
- associate corporate finance Worcester, MA
- financial planner Worcester, MA
- financial planning assistant Worcester, MA
- financial counselor Worcester, MA
- estate planning consultant Worcester, MA

