Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor & Financial Planning Expert

$80k - $90k

OneDigital

OneDigital is seeking a Financial Advisor in Danvers, Massachusetts, responsible for advising clients on wealth management and expanding business relationships. The ideal candidate will possess strong analytical and interpersonal skills, with at least a Bachelor's Degree and experience with high-net-worth individuals. The role includes developing client solutions, meeting sales goals, and working closely with a dedicated team. The compensation package ranges from $80,000 to $90,000 per year, plus benefits and performance-based incentives. #J-18808-Ljbffr OneDigital

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Financial Planning Expert in Danvers, MA vacancy
  •  ...veteran status. Position Title: Senior Managing Consultant -...  ...and execute transactions using financial modeling and analysis, financial...  ...analytics and visualization, business plan assessments, financial...  ...specialist consultants, industry experts, renowned academics, and... 
    Senior
    Full time
    Local area

    Berkeley Research Group

    Hathorne, MA
    1 day ago
  • $48k - $60k

    A financial services leader is seeking a Financial Advisor to help clients shape their financial futures. The role requires building strong relationships and providing superior client service. With a competitive salary of $48,000 - $60,000, you will also receive extensive... 
    Suggested

    Ameriprise Financial Services, LLC

    Middleton, MA
    20 hours ago
  •  ...status. Position Title: Senior Associate - Corporate Finance...  ...strategic, operational, and financial advice to private equity firms...  ...modeling, including scenario planning ~ Financial planning & analysis...  ...collaborate with T&R and BRG experts, professionals from other... 
    Senior
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Peabody, MA
    2 days ago
  • We are seeking a Senior Associate, Project Finance to join our team in Beverly, MA. This role is responsible for managing and coordinating all aspects of project financings. Key Responsibilities Manage and coordinate all aspects of project financings. Lead investor... 
    Senior
    Work at office
    Remote work
    2 days per week
    1 day per week

    Foreman & Associates

    Beverly, MA
    1 day ago
  • $100k - $115k

    Financial Reporting, Senior Associate A leading global investment firm is looking to add a Senior Associate to its Financial Reporting team. This is a high‑visibility role with direct exposure to senior leadership, offering strong experience in SEC reporting, global financials... 
    Senior
    Immediate start

    Daley And Associates, LLC

    Wenham, MA
    20 hours ago
  • Senior Associate, Project Finance in Beverly, MA to manage and coordinate all aspects of project financings, including investor engagement, due diligence, dataroom oversight, transaction document negotiation, third-party consultant reports, and closing activities. Requires... 
    Senior
    Work at office
    Remote work
    2 days per week
    1 day per week

    Highland Electric Fleets

    Beverly, MA
    4 days ago
  • Harborline Wealth Advisors, located in Wakefield, MA, is searching for experienced Financial Professionals to join their team. Candidates should have active financial licenses and a college degree or equivalent experience. The firm is dedicated to helping advisors build... 
    Senior

    Harborline Wealth Advisors

    Wakefield, MA
    1 day ago
  • Digital Insurance LLC in Danvers, Massachusetts is seeking a Financial Advisor to develop and manage client relationships, providing targeted wealth management advice and solutions. The role involves serving clients with complex needs and ensuring exceptional service. Candidates... 

    Digital Insurance LLC

    Danvers, MA
    2 days ago
  • $80k - $135k

     ...protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA...  ...financial modeling, including scenario planning ~ Financial planning & analysis ~13...  ...; collaborate with T&R and BRG experts, professionals from other firms, and client... 
    Senior
    Full time
    Work experience placement
    Interim role
    Local area

    Berkeley Research Group

    Hathorne, MA
    2 days ago
  •  ...Accounting firm in Wakefield, MA is seeking an experienced Audit Senior. The role requires a CPA candidate with 3-5 years of public...  ...accounting experience. Responsibilities include preparing audits and financial statements, applying professional standards, and performing... 
    Senior
    Full time

    Cyfle

    Wakefield, MA
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship...  ...integrated financial planning practice from the...  ...local and nationwide experts, exclusive financial products...  ...Representative or Advisor role upon graduation....  ...student; juniors and seniors preferred Entrepreneurial... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, MA
    20 hours ago
  • $120k - $185k

     ...strategic, operational, and financial advice to private...  ..., including scenario planning ~ Financial planning...  ...collaborate with T&R and BRG experts, professionals from...  ...trusted and reputable advisor Qualifications:...  ...with junior and senior team members, senior management... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Hathorne, MA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...goals through financial planning. On your path to becoming a...  ..., you'll hear from industry experts, learn the art of client acquisition...  ..., and Northwestern Mutual Wealth Management Company® (NMWMC)... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Middleton, MA
    1 day ago
  • $75k - $85k

     ...best life, having a sense of financial security is usually at the top...  ...benefits like retirement planning so employers can help their people...  ...relationships, comprehensive wealth management strategies, and...  ...IAR of OneDigital Investment Advisors Education, Training and Experience... 
    Work at office
    Local area

    OneDigital

    Danvers, MA
    20 hours ago
  • ProSearch is looking for an experienced SAP SD Functional Analyst to join their growing global SAP organization in Ipswich, Massachusetts. This role involves supporting and enhancing SAP Order-to-Cash processes across various business units. The ideal applicant will have...
    Senior

    Pro Search

    Ipswich, MA
    2 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  ...to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Salem, MA
    1 day ago
  • $60k - $70k

    A telecommunications firm is hiring a Fiber Technician to maintain and expand its fiber network. This hands-on position involves tasks such as fiber splicing, equipment installation, and troubleshooting. The technician will work in various environments, including confined...
    Senior

    Lightpath

    Wakefield, MA
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...integrated financial planning practice from the ground...  ...local and nationwide experts, exclusive financial products...  ...Representative or Advisor role upon graduation....  ...student; juniors and seniors preferred Entrepreneurial... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, MA
    4 days ago
  • Veridian Tech Solutions, Inc. is seeking a Senior CMM Programmer in Lynn, MA. This role involves developing CMM programs using PC DMIS software and requires advanced expertise in GD&T. The ideal candidate will troubleshoot and validate programs while working both autonomously... 
    Senior

    Veridian Tech Solutions, Inc.

    Lynn, MA
    1 day ago
  • $85k - $120k

    Vestmark, Inc. is looking for a Senior Accountant to oversee general accounting operations and ensure accuracy in financial transactions. This role requires strong analytical skills, a Bachelor’s degree in Accounting, and 3+ years of experience. The Senior Accountant will... 
    Senior

    Vestmark, Inc.

    Wakefield, MA
    4 days ago
  • $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 candidate...
    Hourly pay

    TruNorth Bank

    Peabody, MA
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...integrated financial planning practice from the ground...  ...local and nationwide experts, exclusive financial products...  ...Representative or Advisor role upon graduation....  ...student; juniors and seniors preferred Entrepreneurial... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Middleton, MA
    20 hours ago
  • $85k - $95k

    Alumni Ventures in Wakefield, Massachusetts, is seeking a Senior Accountant to oversee general accounting operations and ensure accuracy in financial transactions. The ideal candidate will have a Bachelor’s degree in Accounting and at least 3 years of accounting experience... 
    Senior

    Alumni Ventures

    Wakefield, MA
    3 days ago
  • Crowninshield Management Corporation is looking for a Property Manager for the Harbor Loft Apartments located in Lynn, Massachusetts. The ideal candidate will manage daily operations and staff of this 358 unit property, serve both Market and Elderly/Disabled residents, ...
    Senior
    Full time
    Work at office

    Crowninshield Management Corporation

    Lynn, MA
    3 days ago
  • $19.81 - $28.3 per hour

     ...patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In addition, must obtain any necessary pre-certifications or authorizations... 
    Hourly pay
    Work at office
    Remote work
    Monday to Friday

    Mass General Brigham

    Salem, MA
    20 hours ago
  • Mass General Brigham in Salem, MA, is seeking a compassionate professional for a financial counseling role. This position focuses on educating patients about their financial responsibilities and options while ensuring accuracy in the financial counseling session. Ideal... 
    Work at office
    Remote work
    Monday to Friday

    Mass General Brigham

    Salem, MA
    20 hours ago
  • $48k - $60k

    About Our Company We’re a diversified financial services leader with more than $1.5 trillion...  ...are a longstanding leader in financial planning and advice, a global asset manager and...  ...on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your... 
    Full time
    Part time
    Work experience placement
    Local area

    Threadneedle group

    Middleton, MA
    4 days ago
  • $80k - $90k

    Financial Advisor Required to be eligible to work in the United States without the need for work visa...  ...Advise clients on all aspects of wealth management including asset allocation, financial management and wealth planning Serve as a resource for clients with complex... 
    Local area
    Visa sponsorship
    Work visa

    OneDigital

    Danvers, MA
    1 day ago
  • A leading financial services firm in Massachusetts is looking for a Financial Advisor to help clients shape their financial futures. The role offers a competitive base salary of $48,000 to $60,000, uncapped bonuses, and full training to build a successful practice. Ideal... 

    Threadneedle group

    Middleton, MA
    4 days ago
  •  ...Massachusetts is looking for a Retail Banker II who will play an integral role in delivering exceptional customer service through financial expertise. The ideal candidate will have a strong background in customer service and sales, enabling them to effectively advise clients... 
    Full time

    TD

    Middleton, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor & Financial Planning Expert. Be the first to apply!