Client-Focused Investment Solutions Advisor - Northern MA
$65k - $80kBank of America ATM
Bank of America is seeking a financial advisor in Winchester, Massachusetts. This role involves providing customized solutions to clients, focusing on achieving financial goals through investment products and strategies. The ideal candidate will hold relevant financial licenses, have experience in the financial services industry, and possess strong interpersonal skills. The position requires collaboration, effective communication, and multitasking capabilities in a fast-paced environment. Competitive salary range of $65,000 – $80,000 with industry-leading benefits. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...America Financial Advisor At Bank of America... ...for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...financial and investment goals and recommend... ...Customer and Client Focus Portfolio... ...Transparency details US - MA - Billerica - 464...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$65k - $80k
...our company and how we deliver for our clients, teammates, communities and shareholders... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...with clients to review financial and investment goals, building a financial plan, and recommending...SuggestedTemporary workWork at officeMonday to Friday- ...position offers the opportunity to help clients achieve their financial goals in a... ...funds, annuities, and banking solutions. Recommend banking and investment strategies that align with client financial... ...Branding Customer and Client Focus Oral Communications Issue...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$65k - $80k
...Of America Financial Advisor At Bank of America,... ...how we deliver for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...review financial and investment goals, building a financial... ...Customer and Client Focus Oral Communications...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$25 - $32.69 per hour
JPMorgan Chase is seeking an Associate Relationship Banker in Cambridge, MA, to deliver top-tier service and foster client relationships. This role entails assisting clients with financial solutions while utilizing banking technologies and maintaining branch operations....SuggestedHourly pay$60k
Columbia Threadneedle Investments is seeking an Internal Advisor Consultant in Boston, MA. This full-time role focuses on building and maintaining client relationships, requiring a proactive approach, strong communication skills, and 1+ years of experience in sales or financial...Full timeWork at officeRemote work- ...company and how we deliver for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...Branding Customer and Client Focus Oral Communications Issue...Temporary workWork at officeMonday to FridayShift workDay shift
$26 - $30.83 per hour
...guidance to financial center clients through the full spectrum of borrowing... ...home lending product solutions, submits the mortgage application... ...Advisory Customer and Client Focus Referral Identification Risk... ...Pay Transparency details US - MA - Arlington - 655...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...service and building meaningful relationships with clients. In this role, you will educate clients about banking solutions and deliver friendly, attentive service to... ...and a knack for resolving client issues with a focus on creating memorable experiences. Join our team...
- Koitecc Solutions in Cambridge, Massachusetts, seeks an Associate Relationship Banker to enhance customer experiences. You will engage clients directly in branch, utilizing financial knowledge to address their needs and cultivate lasting relationships. This role requires...
$100k - $140k
Citizens Bank is looking for an Investment Specialist in Boston, MA. This role focuses on financial analysis and client relationship management, ensuring exceptional service and satisfaction. The ideal candidate should have a Bachelor's degree, 3-5 years of financial services...Flexible hours$225k - $325k
...hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will... ...predominately investment focused. The CPM should be... ...based in Boston, MA. Primary... ...investment advisor in client meetings... ...highly personalized solutions tailored to their...Full timeWork at officeLocal area- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...client meetings and presenting customized solutions to clients to help them achieve their... ...Solutions Advisory Customer and Client Focus Referral Identification Risk Management...Work at officeWork from homeFlexible hoursShift workDay shift
- ...Private Client Banker In Branch Banking You have a passion for... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...and cities grow, delivering solutions to solve all their financial... ..., mortgages, auto financing, investment advice, small business loans...Immediate startAfternoon shift
$38.25k
...Banker, Causeway Street, MA Santander is a... ...you serve as a trusted advisor to customers, focusing on building strong, long... ...providing tailored solutions for banking, lending and investment products while delivering... ...relationships with clients to understand their financial...Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift- Dormont Manufacturing Co is seeking a dedicated client engagement professional to assist clients with financial transactions and self-service resources. Responsibilities include educating clients about mobile and online banking, processing cash transactions, and building...
- ...Newtonville, Massachusetts, to deliver outstanding service and develop client relationships. The ideal candidate has at least one year of... ...guide clients through advanced banking technologies and tailor solutions to their needs. This role supports branch success by building...
$130k - $250k
...nearly 20% of the world's investible assets. Every day, our teams... ...to collaborate with clients, driving transformative solutions that redefine industries and... ...role location in Boston, MA ( 4 days in office expectation... ...for your life's journey. Focus on your health, foster your...Temporary workWork experience placementWork at officeWorldwideFlexible hours$28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their... ...to review financial and investment goals and recommend products... ...Customer and Client Focus Portfolio Management Prospecting... ...Pay Transparency Details US - MA - Waltham - 1065 Lexington St...Hourly payTemporary workMonday to FridayShift workDay shift$25 - $32.69 per hour
...about creating memorable experiences for our clients and employees, making them feel welcomed,... ...hospitality, using the latest banking solutions and cutting‑edge financial technology... ...Disability/Veterans Base Pay/Salary Cambridge,MA $25.00 - $32.69 / hour #J-18808-Ljbffr...Immediate startAfternoon shift- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts... ...and how we deliver for our clients, teammates, communities and... ...clients to review financial and investment goals, building a financial... ...• Customer and Client Focus • Oral Communications •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$175k - $200k
...dynamic relationships with clients, understand their goals... ...The Department Putnam Investments is a diversified... ...Summary The portfolio solutions team is seeking an experienced... .... The role will focus on enhancing the investment... ...Work Location: Boston, MA When applying, please...Work at officeLocal area$175k - $200k
Position Summary: The portfolio solutions team is seeking an... ...solutioning efforts across investment strategies. The role focuses on enhancing the investment... ...teams, product teams, and client‑facing partners. Key Responsibilities... ...). Work location: Boston, MA. Compensation Annual...Work at officeLocal area- ...looking for an Alternative Investments Product Analyst located in Boston, MA. This role focuses on supporting financial advisors with a range of... ...experience in investment solutions, helping advisors connect their strategies with client goals. #J-18808-Ljbffr MassMutual
$26 - $30.83 per hour
...Growth and delivering for our clients, teammates, communities and shareholders... ...home lending product solutions, submits the mortgage... ...Advisory Customer and Client Focus Referral Identification Risk... ...Transparency Details Location: US - MA - Boston - 7 Fan Pier Blvd - Seaport...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$38.25k - $61k
...North Waltham, Waltham, MA Country: United States... ...serve as a trusted advisor to customers, focusing on building strong, long... ...providing tailored solutions for banking, lending and investment products while delivering... ...relationships with clients to understand their financial...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$25 - $29.61 per hour
...guidance to financial center clients through the full spectrum of borrowing... ...home lending product solutions, submits the mortgage application... ...Advisory Customer and Client Focus Referral Identification Risk... ...details Location: US - MA - Boston - 100 Federal St - 10...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$65k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their... .... Recommends banking and investment strategies that align with... ..., Customer and Client Focus, Oral Communications, Issue... ...Locations Boston - 100 Federal St, MA Boston - 440 Boylston St, MA...Temporary workMonday to Friday$28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their... ...to review financial and investment goals and recommend products... ...Customer and Client Focus Portfolio Management Prospecting... ...Pay Transparency details US - MA - Boston - 1857 Centre St -...Hourly payTemporary workMonday to FridayShift workDay shift- Bank of America is seeking a Financial Solutions Advisor for the Boston Market who is... ...providing customized advice and solutions to clients. The ideal candidate will work to help... ...goals through effective planning and investment strategies. Candidates must possess a...
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