Wealth Advisor
Citizens Bank
Citizens Bank is seeking a Wealth Advisor to join a branch-based practice. You will conduct discoveries to understand client goals and tailor comprehensive financial plans that cover planning, investments, insurance, and estate considerations. You will collaborate with partners to grow client relationships, drive referrals, and deliver personalized service in a fast-paced, growth-oriented environment. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Watertown, MA vacancy
$105k - $250k
...Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan...SuggestedTemporary workLocal areaFlexible hours$97.3k - $121.7k
CMT is looking for a collaborative, customer-committed, and creative financial analyst who wants to join us in making roads safer by making drivers better! Operating within the Corporate Finance function and reporting to the Senior Manager of FP&A, the FP&A analyst is ...SuggestedFull timeTemporary workWork experience placementSummer workWork from homeWorldwideFlexible hours- Job Description The Financial Associate performs a broad range of complex accounting and program administration responsibilities related to corporate cards, expense reimbursements, accounts payable, and fixed assets. Emphasizes a strategic, risk‑based approach to financial...SuggestedTemporary workWork at office3 days per week
$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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$65k - $80k
...Overview Financial Advisor – Client Solutions role at Bank of America. Responsible for providing comprehensive financial advice and customized solutions to clients, triaging leads, recommending brokerage and banking products, and building financial plans to meet clients...SuggestedTemporary workMonday to FridayShift workDay shift$50k
...we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hours- At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. ...Full timeImmediate startAfternoon shift
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Responsible for counseling patients or parties responsible for payment. Also educates patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling...Work at officeRemote work
$50k - $58k
...Hult International Business School seeks an experienced and student-centered professional to serve as a Financial Aid Advisor at its Boston campus. Reporting to the Director of Financial Aid as a part of Hult’s global Student Financial Services team, the Financial Aid...Work at officeWork from home$150k
...Series 7? Do you possess a Series 63/65 or 66? Do you possess a resident Life/Health in MA? IDEAL CANDIDATE Looking for a Financial Advisor that would relate to the membership base for MIT Federal Credit Union. Consultative approach to Financial Planning. IDEAL CANDIDATE...Work experience placement- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to ...Hourly payWork at officeImmediate start
- ...financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has...Full time
- We are looking for a detail-oriented and motivated Finance Associate to join our team! This role is a great opportunity to gain hands‑on experience in accounting and finance operations. Key Responsibilities Support Accounts Payable (A/P) and Accounts Receivable (A/R) processes...Temporary work
- ...Equitable Advisors in Boston is seeking passionate individuals to join as wealth managers. The role involves building client relationships, devising personalized financial strategies, and discussing unique financial products. With a commitment to training and development...Traineeship
- ...J.P. Morgan in Reading, MA, is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice, catering to various client needs from startups to those with significant wealth. This position requires at least 2...
$75k - $120k
...,000.00 To $120,000.00 Annually Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values...Full timeWork at office$110k - $150k
...About the Opportunity: Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families... ..., asking meaningful questions, and becoming a trusted advisor to clients over many years. This is not a cold business development...Flexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
$80k - $284.05k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Wealth Strategist within PNC’s Private Bank organization, you will be based in Boston, MA. PNC is an in‑office company that fosters a...Full timeTemporary workPart timeWork experience placementWork at office$60k - $85k
Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has...Local areaWorldwideRelocation package3 days per week- ...Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10... ...health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr...
- ...TD Bank Group (TD) is seeking a Senior Trust Advisor in Boston, Massachusetts to administer and retain client accounts, build strong relationships, and provide comprehensive financial strategies. The role involves engaging with clients on estate planning, tax matters,...
$105k - $250k
...Citizens Bank is seeking a Wealth Advisor in Boston, MA, to develop personalized wealth management strategies. The role involves collaborating with business partners and enhancing client relationships to drive engagement. A successful candidate will have experience in...- ...services company is looking for a Financial Professional in Massachusetts. The role involves managing 403(b)/457 enrollment, retail wealth management, and conducting investment seminars. Ideal candidates will have a background in defined contribution plans and relevant...
$105k - $130k
...refined. Our Benefits & Perks: Robust equity program to build future wealth through RSUs Comprehensive healthcare coverage (Medical, Dental, Vision) 401(k) matching and access to financial advisors Generous paid Parental Leave (up to16weeks) Tenure‑based paid Sabbatical...Full timeWork at officeWorldwideFlexible hours$124.28k - $186.16k
...TD Bank in Boston is seeking a Wealth Strategist to provide high net worth estate and business planning services. This role involves developing financial plans and collaborating with the Wealth team to deliver exceptional client service. The ideal candidate will have...- ...specific work location. Performs a variety of administrative, sales and marketing support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation. Principal Duties and Responsibilities Maintains...Work at office
$68k - $120k
...Relationship Manager to enhance client relationships and lead business strategy initiatives. This senior role engages with Financial Advisors to support and manage client investments, ensuring exceptional service delivery. Ideal candidates will have over 10 years of...$60k - $125k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each of our unique...Work at officeLocal areaRemote work2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!

