Financial Solutions Advisor - Northern MA Market
Bank of America
Job Description Bank of America is committed to a culture of Responsible Growth and an inclusive workplace. This position offers the opportunity to help clients achieve their financial goals in a supportive, in‑office environment. Key Responsibilities Work with clients to plan short and long‑term financial goals by building a financial plan with brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions. Recommend banking and investment strategies that align with client financial goals and needs. Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigate and control risk as part of daily activities. Identify and engage potential new clients through referrals or financial center clientele. Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses; if only the 63 or 65, must obtain the missing series within 60 days. At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Set and accomplish goals, achieving whatever you put your mind to. Build and nurture strong relationships. Collaborate effectively with others to get things done. Communicate effectively and confidently and is comfortable engaging all clients. Manage goals, navigate complexity, prioritize tasks and execute in a fast‑paced environment. Like to learn, adapt to new information and seek the right solutions for clients. Efficiently manage your time and capacity. Be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years’ experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Schedule Monday – Fridays and rotating Saturdays Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Legal Statement It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
$80k - $90k
...pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity: The Financial Advisor drives business results by developing and... ...management needs and financial planning solutions, as well as, exhibiting technical...SuggestedFull timeLocal areaVisa sponsorshipWork visa$25 - $29.61 per hour
...working full time within the financial center. Responsibilities Provides... ...home lending product solutions, submits the mortgage application... ...leaders, performance managers, and market leaders to provide specialized... ...Pay Transparency details US - MA - Saugus - 1093 Broadway -...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...integral role in delivering exceptional customer service through financial expertise. The ideal candidate will have a strong background... ...sales, enabling them to effectively advise clients on banking solutions. The position involves engaging with customers, nurturing...SuggestedFull time
- ...Location: Boston, MA Position Type: Full... ...the ability to apply creative solutions are essential. Responsibilities... ...and execute transactions using financial modeling and analysis, financial... ...practice including assisting in marketing, recruiting, training, client...SuggestedFull timeLocal area
$120k - $185k
...Location: Boston, MA Position Type:... ...strategic, operational, and financial advice to private... ...range of industries and markets, including but not limited... ...Strategic Performance Solutions (SPS) Retail Performance... ...trusted and reputable advisor Qualifications:...SuggestedFull timeWork experience placementLocal area$80k - $135k
...Location: Boston, MA Position Type: Full... ...strategic, operational, and financial advice to private equity firms... ...wide range of industries and markets, including but not limited to... ...) Strategic Performance Solutions (SPS) Retail Performance...Full timeWork experience placementLocal area$21 - $24 per hour
...Personal Banker Retail Employee Peabody, MA, US 5 days ago Requisition ID: 2127 Salary... ...and uses this knowledge to offer solutions based on the customer’s needs. Proactively... ...usually within 24 hours). Remains current on market conditions regarding products, product updates...Hourly payImmediate start$21 - $24 per hour
TruNorth Bank is seeking a Personal Banker in Peabody, MA, dedicated to providing exemplary customer service and managing various banking transactions. This role requires a high school diploma, with preferred experience in cash handling and customer service. The ideal...Hourly pay$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$48k - $60k
...Company We’re a diversified financial services leader with more than... ...personal results? As a Financial Advisor with Ameriprise, you'll help... ...groups, utilizing online marketing venues, and asking for referrals... ...a service model to provide solutions that support their financial...Work experience placementLocal area- ...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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the...Work at officeShift workWeekend workDay shift
$78.52k - $117.52k
...$78,520 - $117,520 USD Job Summary The Financial Advisor (FA) is a three‑year program that provides... ...and sells investment management solutions to TD Wealth clients. The FA acts as the... ...travel and commute within the assigned market and territory. Proficiency in wealth‑management...Work at office- ...are looking for experienced Financial Professionals to join our team... ...practice, or helped another Advisor build their practice, and now... ...architecture platform for client solutions, true financial planning... ...in Wakefield & Southborough, MA, Windham & Dover, NH, Portland...Local area
$45k - $60k
Salem Five is a growing regional financial services organization with a... ...ability to work in the Salem, MA office. Salem Five has more... ...housing, and other secondary market investors. Ensure regulatory... ...recommend additional banking solutions that add value and support their...Work experience placementSummer workWork at officeFlexible hours- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will... ...guide you in creating personalized solutions on behalf of you and your clients. Our...Full timeTemporary workPart timeWork experience placementWork at office
$25 per hour
...present customers with banking solutions to meet their needs, while... ...30.00 per hour. About Northern Bank & Trust Company Northern... ...practical, common sense financial solutions to help our customers... ...northernbankma) and LinkedIn (company/northern-bank-ma/)....Hourly payFlexible hoursNight shift$25 - $28 per hour
...Reports to: Kia Fernandes, Director of Marketing and Communications Schedule: 40-hour-a-week full-time, Monday-Friday, evenings and weekends as required Location: 220 Highland Avenue, Salem MA Salary: $25 – $28 per hour Benefits: Competitive benefits including: healthcare...Hourly payFull timeCasual workWork at officeMonday to FridayWeekend workAfternoon shift$25 per hour
Citizens is seeking a Citizens Banker to provide trusted financial advice in Danvers, MA. The role involves fostering strong customer relationships... ...in achieving their financial goals through personalized solutions and digital banking tools. A high school diploma and 2 years...Hourly pay- ## Financial Advisor Trainee - Revere, MassachusettsPostulerremote type: Sur placelocations: Revere... ...to financial analysis, financial markets, financial goals, investment and insurance... ...and fulfillment of insurance and annuity solutions, where suitable* Able to provide TD...Temporary workTraineeshipWork experience placementSecond jobWork at officeLocal areaWork from homeFlexible hours
$23.84 - $39.74 per hour
...process to provide proactive basic sales solutions through customer outreach for basic... ...transition to needs to based discussion on financial goals Identify financial needs of customers... ...is committed to fair, competitive, and market-informed pay for our employees. The pay...Hourly pay$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office$120k - $150k
...$120,000 to $150,000 annually. About Northern Bank & Trust Company Northern Bank is... ...dedicated to providing practical, common sense financial solutions to help our customers live their lives... ...) and LinkedIn (company/northern-bank-ma/). Powered by JazzHR 7IU7IAvL7S...Remote work- ...problem-solving skills. The ideal candidate must have a strong work ethic, adaptability to new technologies, and desire to meet client financial goals. Applicants are encouraged to apply with a high school diploma or equivalent, and a passion for financial services. #J-1880...
$38.25k
...Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high‑impact brand into... ...to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound...Full timeContract workWork experience placementWork at officeShift workAfternoon shift- A nonprofit organization in Salem, MA is seeking a Marketing Associate. The role involves content creation, managing contact lists, and reporting on analytics to enhance marketing and fundraising efforts. Ideal candidates will bring 1-3 years of experience in marketing...
$19 - $28.34 per hour
...servicing interactions. Processes a variety of financial transactions in an accurate and... ...understanding customer needs and delivering solutions in moments that matter most to them.... ...is committed to fair, competitive, and market-informed pay for our employees. The pay...Hourly payImmediate start$25 - $31.37 per hour
Bank of America is offering a position in Beverly, MA focused on providing exceptional client service in a financial center. The role involves assisting clients with their banking needs, enhancing their experience through direct communication and support. The ideal candidate...Hourly pay$75k - $85k
...live their best life, having a sense of financial security is usually at the top of the list... ...planning, investments, and retirement solutions to cultivate and maintain client relationships... ...as an IAR of OneDigital Investment Advisors. Education, Training and Experience...Work at officeLocal area- ...in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining...Immediate startAfternoon shift
$21 per hour
Eastern Bank in Swampscott, MA is seeking a Teller to perform routine banking duties including processing transactions and identifying financial needs. This role requires good customer service skills and the ability to work in a fast-paced environment. You will also engage...
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