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
- ...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
...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$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...SuggestedFull timeWork at officeRemote work$24.44 - $32.99 per hour
...Fishback Financial Corporation in Cambridge, Massachusetts is seeking a client-focused individual to manage client relationships and assist with deposit and loan accounts. This position involves achieving client satisfaction while adhering to compliance policies and procedures...SuggestedHourly pay- ...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 •...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift 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...
- ...Relationship Banker in Brookline, Massachusetts. This role focuses on welcoming clients, assisting them using financial expertise, and enhancing... ..., and effectively educating clients on available banking solutions. The ideal candidate will have sales experience and...
- Bank of America is seeking a client specialist for its Everett location. The role focuses on understanding personal banking needs and providing tailored solutions to enhance clients' financial lives. You will educate clients on transaction processes and foster strong relationships...Full time
$38.25k
...Banker, Causeway Street, MA Country: United... ...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 timeContract workWork experience placementWork at officeShift workAfternoon shift- ...Ernst & Young Oman is seeking a candidate for a role focused on delivering top-notch business analysis and systems... ...business requirements into specifications, implementing solutions, and leading projects with client interaction. The ideal candidate will have a bachelor’...
- ...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...
$65k - $80k
Bank of America is looking for a Financial Advisor in Brookline, MA to provide comprehensive financial advice and customized solutions to clients. You will build tailored financial plans while recommending banking and investment strategies that meet clients’ goals. This...- 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...
$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 In this role, you'll... ...for your life's journey. Focus on your health, foster...Temporary workWork experience placementWorldwideFlexible hours- ...Senior Vice President, Fund/Client Accounting Manager... ...nearly 20% of the world's investible assets. Every day, our... ...driving transformative solutions that redefine... ...team, based in Boston MA. In this role, you'll... ...for your life's journey. Focus on your health, foster...Work experience placementWorldwideFlexible hours
$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$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$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...- ...Head Of Investment Data Solutions Data Analyst Boston, MA Asset Management JO-1811-1147 The Head of Investment... ...Solutions is responsible for Client's investment data platform. As the... ...Data Solutions will lead a team focused on providing centralized data services...
$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$65k - $80k
Overview Financial Advisor - Client Solutions role at Bank of America. Responsible... ...). Recommend banking and investment strategies aligned with client... ...Branding & Customer Focus Oral & Written Communications... ...Trapelo Rd - Waverley Square (MA 6166) Brookline - 1319 Beacon...Temporary workMonday to FridayShift workDay shift$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- ...financial needs. As a Private Client Banker in Branch Banking, you... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...and cities grow, delivering solutions to solve all their financial... ..., mortgages, auto financing, investment advice, small business loans...Immediate startAfternoon shift
$67.6k - $152.61k
...market-leading services and solutions to clients worldwide. Today, we are helping... ...transformation. Milliman invests in skills training and... ...practice, with locations in Boston MA and Burlington VT, provides... .... The team is a focused and tight-knit group, working...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workWorldwideFlexible hours$110k - $130k
...AON PLC in Burlington, MA, is seeking a Retirement Senior Actuarial Associate to engage with clients and manage projects. The ideal candidate should have 4+ years of actuarial experience, completion of multiple exams, and expertise in funding and accounting calculations...- ...Title Investment Professional (Senior Associate to VP Level) Location Boston, MA Start Date Summer 2025 Professional... ...management. 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
$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...$90k - $157.5k
...Client Manager Work locations: Burlington MA, Boston MA, Stamford CT, Clifton NJ (In office... ...workflows. Charles River focuses intently on delivering... ...serving as a trusted advisor and direct point of contact... ...awareness of the investment management market and industry...Temporary workWork at office$25 per hour
...present customers with banking solutions to meet their needs, while... ...systems. ~ Strong customer focus ~ High School Degree. Associate... ...$30.00 per hour. About Northern Bank & Trust Company Northern... ...) and LinkedIn (company/northern-bank-ma/)....Hourly payFlexible hoursNight shift$20.85 - $27 per hour
...demonstrate our core values and will focus on building long term relationship with clients and assist our customers in... ...this job. Location: Cambridge, MA Salary Range: $20.85 - $27/hr... ...network and through digital banking solutions for commercial, small business...Full timeFor contractorsVisa sponsorshipWork visaFlexible hours
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