Investment Advisor - Growth & Client Planning
East Cambridge Savings Bank
East Cambridge Savings Bank in Cambridge, MA is seeking an Investment Executive to join the Retail Department. The role provides information and guidance on non-deposit investment products, analyzes client portfolios, and recommends suitable investments. Applicants should hold a Bachelor's in Finance or related field, possess NASD Series 7 and 65/66, state life and health licenses, and have at least 3 years of investment sales/advisory experience. #J-18808-Ljbffr East Cambridge Savings Bank
- ...Group (TD) is seeking a Financial Advisor in Cambridge, Massachusetts.... ...involves providing financial planning guidance and selling investment management solutions to clients, leveraging experience to... ...client relationships to maximize growth and retention. #J-18808-Ljbffr...Suggested
- ...is looking for a Financial Advisor in Cambridge,... ...provide comprehensive financial planning guidance and investment solutions. The successful... ...unique needs of TD Wealth clients. Responsibilities include... ...opportunities for professional growth. #J-18808-Ljbffr Dormont...Suggested
- ...join their Boston team. You will work as a key point of contact for clients, reviewing portfolios and making strategic recommendations. This role requires 4+ years of experience in financial planning and a strong educational background in finance. In return, Brighton Jones...Suggested
- Charles Schwab Corporation is seeking an Associate Wealth Advisor based in Boston, MA. In this role, you will support Wealth Advisors by managing virtual client relationships and delivering customized financial planning solutions. This position requires proactive engagement...SuggestedWork at office
- Jobtailor is hiring a Financial Advisor to plan client goals using brokerage products and tailored financial plans. You will recommend banking and investment strategies, triage client requests, and connect clients with appropriate internal specialists. The role emphasizes...Suggested
- Cambridge Associates in Boston, MA seeks an Investment Director to lead portfolio construction, analysis, and client recommendations. You will craft diversified strategies... ...team members in a fast-paced firm with strong growth potential. #J-18808-Ljbffr Growth Equity...
- ...Equitable Advisors in Boston is seeking passionate individuals to join as wealth managers. The role involves building client relationships, devising personalized financial strategies, and... ...supportive environment for professional growth. Compensation includes a sign-on...Traineeship
- ...Boston is seeking an Associate Financial Advisor to assist clients in identifying financial needs and implementing suitable investment solutions. This position requires a Bachelor... ...compensation is offered, along with growth and learning opportunities in a customer-centric...
- Gray, Gray & Gray is seeking a self-motivated Client Development & Portfolio Manager in Canton, MA. The ideal candidate will... ...experience in financial advisory, capable of delivering financial planning and investment advice while developing new client relationships. You will...Full time
- ...Manager to spend more time advising clients and less time chasing sales. You’ll join... ...culture where relationships drive growth. The role offers a base salary in the... ...with quarterly bonuses, comprehensive planning across investments, retirement, tax, estate, insurance,...
- JPMorgan Chase is seeking a Private Client Banker in Boston, Massachusetts, to manage banking relationships for affluent clients. This role emphasizes building lasting relationships and providing tailored financial advice. The ideal candidate will have experience in relationship...
- ...Private Banking and a Bachelor's Degree. Responsibilities include managing client relationships, generating business results, and providing comprehensive advice on wealth planning, investments, and banking needs. This role offers competitive compensation, including a base...
$38.25k - $61k
...diploma or GED, along with 3+ years of experience in sales or customer service. You will be responsible for proactively engaging with clients, resolving issues, and delivering a seamless banking experience. Competitive compensation with a base salary range of $38,250 to $6...- ..., acting as a trusted advisor to Business Relationship... ...Managers (BDM), their clients, and prospects. You... ...management, organizational and planning skills Strategic... ..., auto financing, investment advice, small business... ...sales and deposit growth and have the most-used...
- Jobtailor in Boston seeks a client operations specialist in wealth management to support onboarding and ongoing relationships with advisors and clients. You will help create efficiencies, ensure excellent service, and monitor portfolios against investor objectives and market...
- J.P. Morgan is seeking a Private Banker to provide first-class client service in its U.S. Private Bank. In this role, you will advise clients on managing their wealth, including investments, credit, and banking needs. With over six years of experience in Private Banking...
$140k - $150k
...specializes in comprehensive investment advice tailored to the... ...practice. The Client Development & Portfolio... ...financial guidance. As a lead advisor, you will focus... ...financial planning, tax‑efficient investment... ...talent for identifying growth opportunities. They will...Work at office2 days per week$78.52k - $117.52k
...is looking for a motivated Financial Advisor in Norwood, Massachusetts. This role involves providing financial planning guidance and managing client relationships to help achieve their financial... ...is $78,520 - $117,520 USD, with growth and development opportunities. #J-18...$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies. The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series...Flexible hours- ...Boston, Massachusetts, is seeking a Virtual Financial Advisor. In this role, you will engage with clients virtually, providing actionable financial advice and... ...with clients and guide them through their financial planning journey. Thrivent offers an immersive onboarding...Remote job
- CLIENT OPERATIONS MANAGER Location: Boston, MA (4 days in office expectation). Responsibilities Own the end-to-end service relationship... ...escalations through investigation, root‑cause analysis, action planning, and follow‑through. Qualifications Bachelor’s degree or...Work at office
- ...seeking a skilled financial planner to deliver personalized investment solutions that help clients achieve their long-term financial goals. The ideal candidate will be responsible for providing financial planning support and ensuring the accuracy of their work....
$60k - $125k
Focus Partners Wealth in Boston, MA is looking for an Associate Wealth Advisor. This role involves developing personalized wealth strategies, managing client relationships, and collaborating with Wealth Advisors. Candidates should have a Bachelor's Degree and at least...- ...Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive financial plans. The role involves 5+ years of experience in... ...Advisors to provide tailored strategies in investment and financial planning. This position offers...
- ...services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth advice. The role... ...across various domains including retirement and investment planning, collaborating with Wealth Advisors, and leading client...Work at officeRemote work
$60k - $125k
A wealth management firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized financial strategies. Responsibilities include developing financial plans, collaborating with Wealth Advisors, and leading client communications...$80k - $97.5k
...management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled... ...their full potential and contribute to our growth and success. Please consider applying for this role...Currently hiringWork at officeLocal areaWorldwide$90k - $100k
...through comprehensive planning. You'll receive hands‑... ...retirement planning, investment management, insurance... ...from building lasting client relationships, growing... ...term income and career growth. If you're motivated,... ...to serve as a trusted advisor for crucial financial...Work at office- ...Private Client Banker You have a passion for taking care of our customers and employees... ...and disciplined approach to generate growth in their balances. You will help acquire... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Work at officeImmediate startAfternoon shift
- ...goals through comprehensive planning. You'll receive hands-on mentorship... ...in retirement planning, investment management, insurance and risk... ...comes from building lasting client relationships, growing your network... ...long-term income and career growth. If you're motivated,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor - Growth & Client Planning. Be the first to apply!
- investment accountant Cambridge, MA
- property investment Cambridge, MA
- investment writer Cambridge, MA
- investment part time Cambridge, MA
- investment operations Cambridge, MA
- investment Cambridge, MA
- real estate investment Cambridge, MA
- investment strategist Cambridge, MA
- community investment Cambridge, MA
- investment intern (private equity) Cambridge, MA

