Financial Services Representative
Moody Street Group
Job Description
Job Description
The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica® , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR
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- ...Job Description Job Description Join Our Team as a Financial Services Representative Location: Waltham, MA | Full-Time Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at...SuggestedFull time
$55k - $95k
...Job Description Job Description Financial Services Representative The Moody Street Group, LLC OneAmerica Financial The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and...Suggested- ...Position Purpose : Provides a variety of financial functions, as well as administrative... ...resolves questions received from Customer Service or Collections regarding refunds,... ...applications. Communicates with bank representatives to request copies, credit memos, debit...SuggestedWork at officeLocal areaShift work
- ...families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve... ...potential. Our Financial Services Sales Representatives , utilize a values based approach and market...SuggestedWork at officeWorldwide
- ...access with minimum internet speed requirements. Hours: 8:45am-5:15pm, every 4th Saturday 9:00am-1:00pm in office The Financial Services Representative is responsible for guiding members through the complete loan process - from initial qualification to closing and post-...SuggestedWork at officeRemote workWork from homeShift work2 days per week3 days per week
- Johnson Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful advisory team. This role focuses on client onboarding and maintaining strong relationships by providing exceptional client service. The ideal candidate will...
$28.85 - $33.65 per hour
...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham,... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...with a track record of success . A background in finance or financial services is not required . We are especially interested in... ...personal and professional growth. The Opportunity As a Financial Representative with the Jim Driscoll Team , you will develop the skills and...Permanent employmentFull timeWork at officeRemote work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Job Description Job Description Financial Advisor The Bulfinch Group About the job The Bulfinch Group provides the opportunity... ...Bulfinch Group. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology,...Permanent employmentWork at officeShift work
- ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has...Full timeWork experience placementLocal area
$90k - $160k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has...Full timeWork experience placementLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workWork at officeMonday to FridayShift workDay shift
- ...relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our... ...license required. CFP designation a plus 6+ years of financial services experience with an emphasis on sales Excellent verbal and...Work at officeWeekday work
$90k - $125k
...day business issues and projects as needed, · Managing financial records, including billing, payments, investment records and... ...general ledger packages · Prior experience in a financial services, private equity, or investment management environment...Work at officeWork from homeFlexible hours3 days per week1 day per week- ...Chase is a leading financial services firm committed to helping customers pursue their financial goals. This Relationship Banker role focuses on delivering hospitality, leveraging banking solutions, and building lasting client relationships with a focus on service excellence...
- ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing...Immediate startAfternoon shift
- ...Relationship Banker - Watertown Square Financial Center Watertown, Massachusetts **To proceed with your application, you must be at least... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Job Description Job Description Description: As a Loan Servicing Representative, you are responsible for efficiently onboarding various... ...experience preferred • Minimum two (2) years of experience in financial services industry and banking operations preferred •...Work at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- The Bulfinch Group seeks a Financial Advisor to serve individuals and businesses in Needham, MA, providing access to financial products and services to protect assets, build wealth, and plan for the future. You will have the autonomy to grow your practice your way, with...Work at office
$70k - $110k
Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism... ...planning software, build tailored portfolios, maintain contact and service clients, and handle associated paperwork and other...Full timeFlexible hours- ...candidates for the Advisor Development Program to pursue a career as a Financial Advisor. The program focuses on goal‑based wealth management... ...7 & 66 (or 63 & 65) licenses, at least one year in financial services or sales, and strong interpersonal skills. #J-18808-Ljbffr...
$80k - $95k
Alera Group is seeking a Servicing Financial Advisor in the Boston area to join our Wealth Services team. The role involves providing financial planning support to clients, developing personalized financial strategies, and ensuring compliance with regulations. The ideal...- ...energetic, organized individual to support a growing advisory practice. You will work with the Senior Financial Advisor to provide investment and financial planning services, while handling paperwork and client communication. The role offers a fast track to Senior...TraineeshipLocal area
- ...their team. The role involves meeting with clients to provide financial planning and build strong relationships. Good candidates will... ...designations, plus over six years of sales-focused financial services experience. This position also requires the ability to travel...
$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to... ...stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Temporary workLocal areaFlexible hours
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