Financial Client Associate
Full-time
Fidelity Investments
Fidelity Investments is seeking a Financial Client Associate to support advisors and clients with account servicing, trading, and financial planning needs. You will handle client inquiries, process transactions, prepare reports, and help deliver tailored investment and retirement solutions. Partnering closely with advisors, you’ll ensure a seamless client experience while maintaining strict compliance and data accuracy. This role offers exposure to innovative digital platforms, robust training, and clear career paths in a collaborative, client-first culture committed to integrity and continuous learning.
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Financial Client Associate in Merrimack, NH vacancy
- ...and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site. In this full-time position... ...and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue...SuggestedHourly payFull timeWork at officeMonday to FridayShift workNight shift
Fidelity Investments
Merrimack, NH4 days ago - Fidelity Investments seeks a Client Support Associate to deliver exceptional service to retail and workplace investing clients. In this role,... ...detail-oriented, client-focused communicators eager to learn, gain licenses, and grow a long-term career in financial services.SuggestedFull time
- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Bedford, NH. You will support financial advisors, answer client questions, and help manage accounts in a fast-paced, compliant environment. The role emphasizes client-first service, collaboration...Suggested
RBC Capital Markets, LLC
Bedford, NH1 day ago $25 - $45 per hour
...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Manchester, NH1 day ago- ...Client Services Associate Manchester, New Hampshire, USA About Alumni Ventures Alumni Ventures is one of the world's most active venture... ..., relationship management, investor communications, and financial services. You'll work closely with prospective and...SuggestedWork at officeImmediate startFlexible hours
Alumni Ventures
Manchester, NH1 hour ago - ...right tools and mentorship. About the Role In your role as a Financial Associate, we will help you build your career in delivering financial... ...individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and...Permanent employmentWork at officeRemote work
WizeHire
Nashua, NH4 days ago - ...We are seeking a knowledgeable, detail-oriented Financial Advisor to join our growing team. This is a unique opportunity for an advisor... ...also values building meaningful, long-term relationships with clients. We are looking for more than someone to simply fill an advisor...
Grimard Marton Financial
Merrimack, NH13 hours ago - Job Description:Financial Planning ConsultantTo be eligible for consideration of this role... ...that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their... ...:Click to hear from a few of our associates about the outstanding benefits Fidelity...Full time
- ...rewarding career at Connection—plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits...Full timeWork at officeWork visa
- ...stronger together, constantly curious, and boldly innovative.What You Will Experience In This Role:CAMP is seeking an experienced Financial Analyst III to join our finance team in its Merrimack, NH office. This role is pivotal in driving data-driven decision-making through...Full timeWork at officeWorldwide
- ...for you to take your career to the next level. Make a real difference and be part of something extraordinary. Position Profile The Financial Planning and Analysis (FP&A) Analyst will be an integral member of the Finance team, developing clear, accurate, and timely...Permanent employmentTemporary workFor contractors
Safran Defense & Space, Inc.
Bedford, NH13 hours ago - Job Title: Senior Associate, Program FinanceJob Code: 44623Job Location: Londonderry, NH.Job Schedule: 9/80- Employees work 9 out of every... ...function in forecast modeling; orders-to-cash processing; financial reporting; validation of Actuals from financial systems; and support...Work at office
- ...aiming to maximize risk-adjusted total return for our clients. Our goal is to use our financial expertise to help people achieve their financial goals... ...continuously refine and improve the investment methodology and associated policies.Streamline the investment process and reduce...Full timeFlexible hours
$90k - $115k
Full-time Description Cobalt Benefits Group is seeking an Information Security Analyst to help safeguard information assets and technology services across cloud and on-premises environments. The analyst will monitor security controls, investigate alerts, coordinate...Full timeCobalt Benefits Group
Manchester, NH1 day ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on...Full timeInternshipLocal areaUnavailable
Manchester, NH5 days ago- ...Private Wealth Advisor and help high‑net‑worth individuals, families, and business owners navigate their most important financial decisions. Serving clients with more than $1 million in assets under management, you’ll provide comprehensive financial planning, fiduciary...Full time
Ledyard Bank
Bedford, NH3 days ago - ..., impact, and long-term growth in your career? Commonwealth Financial Group is seeking ambitious, relationship-driven professionals who... ...development and referrals Establish and maintain long-term client relationships built on trust and service Conduct fact-...Work experience placement
Commonwealth Financial Group
Bedford, NH13 hours ago - ...calls and supporting Fidelity’s valued clients. You will develop skills to assist with... ...expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts,... ...more inclusive experiences for our associates, customers, and our community.Our benefit...Full time
- Navis Food Partners is seeking a Financial Analyst to support budgeting, forecasting, financial analysis, and performance reporting. The role collaborates with Sales, Operations, and Supply Chain to align financial plans with company objectives and drive data-informed decision...
- West Congress Insurance Services in Manchester, NH is seeking a Senior Financial Analyst to join our Finance team. The role combines FP&A with accounting, delivering budgeting, forecasting, modeling, variance analysis, and management reporting to drive business performance...
- Champlain Insurance Group is seeking a Senior Financial Analyst to join the Finance team in Manchester, NH. The role combines FP&A with accounting to deliver budgeting, forecasting, modeling, variance analysis, and management reporting. Strong Excel and cross-functional...
- ...transitioned into an Advisor role and will need to be able to attract and retain client by addressing their wealth management advisory needs. You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities,...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Contract workFor contractorsWork at office- ...you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role... ...laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation...Full timeWork experience placement
$61k - $119k
Northwestern Mutual seeks a financial advisor in Manchester, New Hampshire. This role offers the opportunity to grow a client base and build personalized financial plans while providing ongoing support. Compensation is performance-based, with average earnings between $6...- ...Fidelity Wealth business helps customers and their families navigate financial complexity to confidently grow wealth throughout their... ...representative of the FW Risk team, you will interact with leaders and associates at many levels in the organization. It will require an...Full time
$90k - $120k
...more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first. We're looking... ...building lifelong client relationships. · Believe financial planning should go beyond investments. · Want to inherit...Temporary workBrophy Wealth Management, LLC
Bedford, NHmore than 2 months ago$65k - $130k
...nearly $15 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state... ...serving in a relationship management capacity to represent the Association with both existing and prospective borrowers. This person delivers...Full timeTemporary workPart timeLocal areaFarm Credit Council
Bedford, NH13 hours ago- ...everything you need to thrive. We take pride in our team, who go above and beyond to deliver exceptional service and offer smart financial solutions to our members. If you're looking for a rewarding role where you can make a difference in helping people and giving...Immediate start
Jeanne D'Arc
Nashua, NH1 day ago - ...NMLS #1831650 MBR and is licensed to serve clients in New Hampshire, Maine, Massachusetts,... ...prospective borrowers, evaluate their financial profiles, and recommend appropriate loan... ...eligibility to obtain these credentials. Associate or bachelor’s degree in business,...Full timeWork at office
Home Choice Lending
Bedford, NH13 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Client Associate. Be the first to apply!
Related searches
- financial clearance Merrimack, NH
- financial software developer Merrimack, NH
- financial Merrimack, NH
- finance financial Merrimack, NH
- financial engineer Merrimack, NH
- financial sales Merrimack, NH
- senior financial analyst fp&a Merrimack, NH
- financial institutions Merrimack, NH
- financial research associate
- infor finance consultant