Financial Advisor
CCR Wealth Management
CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you! Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team. Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers. Who You Are Dedicated and client-focused financial professional looking for the next step in your career Thrive in a team-oriented environment Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients Highly organized, proactive, solution-oriented Motivated to grow within a supportive and dynamic firm Responsibilities Work closely with senior advisors to support and manage their client relationships Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth Develop a pipeline of new business through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs Qualifications 5-10 years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships The ability to translate complex financial concepts into clear, actionable guidance for clients A proven track record of business development and client network expansion Bachelor’s degree from a nationally recognized institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP designation strongly preferred or the ability to obtain it within a designated timeframe #J-18808-Ljbffr
- ...independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding... ...support Opportunities for advancement into a lead advisor role Job Details Financial Advisor Opportunity Location...SuggestedLocal area
Jobot
Westborough, MA17 hours ago $120k - $200k
...Job Description Experience: Senior Level Salary: $120,000 - $200,000 per year Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States A nationally recognized and award-winning independent wealth management firm is actively seeking...SuggestedLeoforce
Westborough, MA2 days ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Suggested
$110k - $200k
...country. Recently recognized as one of the 2025 Best RIAs to Work For , we are continuing to grow and are seeking an experienced Financial Advisor to join our collaborative advisory team. This position is being created as part of a planned retirement transition for a...SuggestedLocal areaImmediate startFlexible hours$100k - $140k
Job Overview Financial Advisor - 2 positions (3-5 years experience and 5-10 years experience). Salary ranges from $100,000 to $140,000 base plus an annual bonus and a comprehensive benefits package. Located in Westborough, MA with on‑site and flexible duties, including...SuggestedLocal areaFlexible hours$80k - $150k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...New York Life
Westborough, MA2 days ago- Australia-Employment is seeking an experienced Financial Planner to join their award-winning wealth management firm located in Westborough, MA. This role demands a dedicated financial professional focused on exceptional client service and long-term relationship building...
- Grimes & Co in Westborough is seeking an experienced Financial Advisor to join their team. This role involves working directly with clients, guiding them through financial planning and investment management, while also engaging in a succession process with a retiring advisor...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Worcester, MA3 days ago $110k - $125k
...Job title: Financial Advisor Location: Chapel Hill, NC Status: Hybrid (2 days in office/week, Tuesday required) Compensation: $110,000 - $125,000 We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives...Full timeWork at office2 days per weekTranscend Practice Management
Worcester, MA2 days ago$80k - $150k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Work at officeNYL - Boston
Westborough, MA3 days ago- ...Job Description Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on...
New York Life/ NYLIFE Securities LLC
Westborough, MA9 days ago $72.28k - $108.16k
...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 financial planning...Work at officeLocal areaFlexible hours$21 - $25 per hour
...operational skills. Ability to work independently and in a team environment About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We...Hourly payFull timeWork experience placementLocal areaShift workUnibank
Shrewsbury, MA4 days ago$17.98 - $32.12 per hour
...patient and arranges payments for balances due. Informs patient of payment requirements Advises patients or others as to their financial liability. Interfaces in person or by phone to identify any financial concerns. Reviews self-pay accounts. Monitors accounts following...Hourly payMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work2 days per weekUnitedHealthcare At Home
Worcester, MA5 days ago$17.5 - $23.5 per hour
...recommending products and services. Leveraging their product knowledge in every interaction, they identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. Under the direct supervision of the Assistant Manager/Branch Manager or...Hourly payFull timeWork experience placementBank staffWork at officeShift workWeekend work$21 - $23 per hour
...Overview Job Description Summary Provides accurate, complex, and confidential financial aid counseling to students, parents, and prospective families through in-person, phone, email, virtual, and walk-in office interactions. Applies comprehensive knowledge of federal regulations...Hourly payWork at officeMonday to FridayWorcester Polytechnic Institute
Worcester, MA1 day ago- UniBank is seeking a full-time Relationship Banker for its Shrewsbury Branch. This role is centered on providing exceptional customer service and managing relationships. The successful candidate will engage in various banking transactions, promote products, and ensure compliance...Hourly payFull time
$45.12k - $74.45k
Job Title Responsible for the timely and accurate processing of residential mortgage and consumer loan applications in conformance with established bank policies, objectives and regulatory requirements. Performs any functions, within scope of authority and expertise...Work experience placement3 days per weekMiddlesex Savings
Westborough, MA17 hours ago- Northpoint Mortgage, recognized as one of the Boston Globe's 2025 Top Places to Work, is a growing New England-based mortgage lender seeking an experienced Mortgage Loan Processor to join our Operations team. This full-time opportunity is ideal for a highly motivated professional...Full timeImmediate startRemote work
North Point Mortgage
Westborough, MA1 day ago $36.01k - $46.22k
Overview It is the responsibility of the Teller to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, achievement of operational excellence...Work experience placementWork at officeWeekend workMiddlesex Savings
Westborough, MA2 days ago$45k - $55k
The UMass President's Office is seeking a Business Associate to provide business, operational, and customer service support. This hybrid position involves coordinating requests from university departments and ensuring compliance with policies while providing smooth operation...Work at office- Position Summary: Our Tellers process cash deposits and provide change fulfillment services while ensuring accuracy and excellent customer service for all our customers. The Teller places value not only on what work gets done, but also how it gets done. This position is...Work at office
Empyreal Logistics
Shrewsbury, MA16 days ago - ...Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor The role focuses on championing our valued customers to achieve their lifetime goals by identifying their financial needs,...
$24.87 - $41.45 per hour
...to demonstrate exceptional customer service Well organized individual with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficient with internet...Hourly payFull timeLocal area$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 payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$50k - $150k
...Job Description Job Description Join NYL - Boston and step into a role where your expertise can truly shine. As a Licensed Financial Advisor specializing in life and health insurance, you'll guide clients toward securing their financial futures. Your work will make a...- ...Rockland Trust is a fullservice commercial bank and financial services company committed to helping our neighbors reach their financial... ...understand their financial needs and goals. Act as a trusted advisor to clients, offering tailored financial solutions and recommendations...Work at officeLocal area
Rockland Trust
Worcester, MA1 day ago - ...Description Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change... ...the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies...Work at office
- ...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 a...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
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