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
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Client-Focused Investment Solutions Advisor - Northern MA in Winchester, MA vacancy
$28.85 - $33.65 per hour
...providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...with clients to review financial and investment goals and recommend products. This... ...Management Customer and Client Focus Portfolio Management Prospecting Referral...SuggestedHourly payTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...to review financial and investment goals and recommend products... ...Customer and Client Focus Portfolio Management... ...Transparency Details US - MA - Acton - 271 Great Rd...SuggestedHourly payTemporary workSummer workWork at officeImmediate startMonday to FridayShift workDay shift- ...company and how we deliver for our clients, teammates, communities and... ...and experiences and invest heavily in our teammates and... ...comprehensive advice and customized solutions to clients to help them... ...Branding • Customer and Client Focus • Oral Communications • Issue...SuggestedTemporary workImmediate startShift 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- A leading financial institution in Burlington, Massachusetts, is seeking a dedicated financial advisor to provide tailored advice and solutions to clients. This role involves working closely with clients to develop financial plans, recommend strategies, and meet regulatory...Suggested
$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$24.04 per hour
Columbia Threadneedle Investments is seeking a National Advisor Consultant in Boston, MA. This full-time role involves promoting... ...maintaining relationships with current clients. Candidates should hold a... ...collaborative team environment focused on client success. #J-18808-...Hourly payFull time- ...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 •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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...
- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...
- Ernst & Young Oman is seeking a candidate for a role focused on delivering top-notch business analysis and systems configuration... ...requirements into specifications, implementing solutions, and leading projects with client interaction. The ideal candidate will have a bachelor’...
$25 - $29.61 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 Management... ...Pay Transparency details US - MA - Saugus - 1093 Broadway - SAUGUS...Hourly payFull timeWork at officeWork from homeFlexible hoursShift workWeekend workDay shift$102k - $162k
...nearly 20% of the world's investible assets. Every day, our teams... ...to collaborate with clients, driving transformative solutions that redefine industries and... ...Accounting team, based in Boston MA. Responsibilities Direct... ...for your life's journey. Focus on your health, foster...Temporary workWork experience placementWorldwideFlexible hours- ...to $12 million. The Healthcare Practice Solutions Group is a specialized division that delivers... ...underwriting of both new and existing client relationships, along with limited... ...Works on larger, more complex deals, mainly focused on Middle Market* May manage and/or lead...Work at office
$38.25k - $61k
...Banker, Causeway Street, 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- Une institution financière majeure recherche un professionnel expérimenté pour gérer les relations clients au sein de l'équipe TD Wealth à Cambridge, Massachusetts. Le candidat idéal aura au moins 2 ans d’expérience dans la vente de produits financiers, avec une solide...
$70k - $80k
...financial advice and customized solutions to help clients achieve their financial... ...clients to review financial and investment goals, building a financial... ...Customer & Client Focus Oral Communications Active... ...Pay Transparency Details US - MA - Boston - 1857 Centre St -...Temporary workWork at officeMonday to FridayShift workDay shift$160k - $200k
...enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal specialists to deliver integrated wealth strategies and ensure compliance...$125k
...deliver premium results. The Position Our bank client is seeking a Portfolio Manager - Commercial Lender to be based in the Boston, MA market. The successful candidate will... ...years of lending or credit support experience, focusing on business relationships. Proven ability...$28.85 - $33.65 per hour
...and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...to review financial and investment goals and recommend products... ...Customer and Client Focus Portfolio Management... ...Transparency details US - MA - Waltham - 1065...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...looking for a Relationship Banker in Watertown, MA, responsible for delivering exceptional customer service and managing key client relationships. You will work with customers... ..., and connect them to technology solutions that enhance their banking experience. Candidates...
$21 - $24 per hour
TruNorth Bank in Saugus, MA is seeking a Personal Banker to deliver exceptional customer service and manage account transactions. The role requires a high school diploma, strong customer service skills, and familiarity with banking products. The ideal candidate should...Hourly pay- ...Chase & Co. is looking for a Relationship Banker in Brookline, Massachusetts. This role involves providing exceptional service to clients while managing their banking needs through a blend of technology and personal touch. Ideal candidates will possess strong communication...
$25 - $26.25 per hour
...Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens... ...quality investment services provider, focused on helping clients reach their short‑and long‑term financial... ...closely with the assigned Financial Advisor(s) to maximize revenue production by...Temporary workWork at officeLocal areaFlexible hours$200k - $230k
## Alternatives Client Portfolio ManagerApplylocations:... ...between our alternative investment team, business development/advisor teams, and UHNW clients/... ...real assets, alternative solutions, and portfolio... ...goal-oriented.** You’re focused on results and outcomes...Local areaRemote work$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an... ...investment focused. The CPM should be viewed... ...role is based in Boston, MA. Primary Responsibilities... ...as a trusted investment advisor in client meetings, providing...Full timeWork at officeLocal area- Title Investment Professional (Senior Associate to VP Level) Location Boston, MA Start Date Summer 2025 Professional... .... Firm Overview Our client is a Boston-based... ...legal and financial advisors. Portfolio Management... ...institution, with a focus on finance, economics...Summer workWork at officeRemote work
$80k - $140k
..., NJ; Burlington/Boston, MA; Stamford, CT. Charles River focuses intently on delivering market... ...in an exceptional client service experience. As the... ...and serving as a trusted advisor and direct point of contact... ...safeguard and steward the investments of millions of people. We...Temporary workFlexible hours- ...develop and deploy novel solutions to innovate and drive... ...solutions and research focus on business and financial... ...seeking experienced Investment Banking professionals to... ...is not a live deal or client‑facing role; rather, you... ...headquartered in Cambridge, MA, with an additional...Contract workWork at officeRemote workWorldwide
- ...Relationship Manager - Boston, MA Boston, Massachusetts To... ...Growth and delivering for our clients, teammates, communities and... ...providing comprehensive financial solutions to small businesses with... ...management of a client portfolio with focus on relationship development...Temporary workWork experience placementWork at officeShift workDay shift
Bank of America
Boston, MA15 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Investment Solutions Advisor - Northern MA. Be the first to apply!
Related searches
- full time customer service representative work from home Winchester, MA
- full time remote customer service representative Winchester, MA
- part time customer service representative work from home Winchester, MA
- customer service representative (remote from home) Winchester, MA
- customer service representative csr
- customer retention representative
- service representative
- client retention specialist
- payroll customer service representative
- client technical specialist