Current jobs related to Associate Wealth Advisor - Wellesley - New England Private Wealth Advisors, LLC
-
Wealth Management Client Associate
2 days ago
Wellesley, Massachusetts, United States Bank of America Full timeAbout the RoleThis is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.As a member of our team, you will be responsible for providing excellent client service, educating clients on our banking...
-
J.P. Morgan Advisors
3 weeks ago
Wellesley, United States JPMorgan Chase Full timeThe Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global...
-
Wealth Management Assistant
5 hours ago
Wellesley, Massachusetts, United States Equitable Advisors LLC Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As an Administrative Assistant, you will play a critical role in supporting our financial professionals and providing exceptional client service.Key ResponsibilitiesAssist with paperwork processing and organizationSchedule...
-
Client Associate/Registered Client Associate
3 weeks ago
Wellesley, United States RBC Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
-
Client Service Representative
2 days ago
Wellesley, Massachusetts, United States Bank of America Full timeAbout the RoleThis is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.As a key member of our team, you will be responsible for providing excellent client service, educating clients on our...
-
Merrill Financial Solutions Advisor
3 weeks ago
Wellesley, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Merrill Financial Solutions Advisor
2 months ago
Wellesley, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Financial Services Associate
3 days ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeExplore a rewarding career in the financial services sectorEquitable Advisors is on the lookout for enthusiastic individuals to step into the role of a Financial Professional. In this capacity, your responsibilities will include:Evaluating client financial data to formulate strategies and suggest suitable financial productsDeveloping and nurturing a...
-
Financial Services Associate
1 week ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeExplore a rewarding career in the financial services sectorEquitable Advisors is on the lookout for enthusiastic individuals to take on the role of a Financial Professional. In this position, your responsibilities will include:Evaluating client financial data to formulate strategies and suggest financial solutionsDeveloping and nurturing a portfolio of...
-
Financial Services Associate
3 days ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeOverview:Equitable Advisors is in search of enthusiastic individuals to take on the role of a Financial Professional. This position offers an opportunity to engage with clients and provide tailored financial solutions.Key Responsibilities:Evaluate client financial data to devise strategies and suggest appropriate financial products.Establish and nurture a...
-
Financial Services Associate
1 week ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeOverview:Equitable Advisors is on the lookout for enthusiastic individuals to step into the role of a Financial Professional. This position offers a unique opportunity to engage with clients and assist them in achieving their financial goals.Key Responsibilities:Evaluate client financial data to devise strategies and suggest appropriate financial...
-
Business Development Associate
2 months ago
Wellesley, United States Talent Masters Full timeJob DescriptionJob Description Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided!Join an exciting 100% commission-based sales role with unlimited sales earnings potential!*Must reside locally for initial in-office training at our Wellesley, MA office and have flexible/hybrid work options afterward*Talent...
-
Client Advocate Associate
3 months ago
Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full timeJob DescriptionJob DescriptionJob Description: Deland, Gibson always seeks to provide industry leading customer service through risk reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate...
-
Client Advocate Associate
3 months ago
Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full timeJob DescriptionJob DescriptionDeland, Gibson always seeks to provide industry-leading customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate Associate plays a...
-
Associate Coach for Women's Golf Program
1 week ago
Wellesley, Massachusetts, United States Babson College Full timePOSITION SUMMARYThe Associate Coach for the Women's Golf Program plays a vital role within the Athletics and Recreation Department. This position involves a range of responsibilities that support the head coach and contribute to the overall success of the program.KEY RESPONSIBILITIESCollaborates closely with the head coach to oversee all facets of the...
-
Financial Services Associate
1 week ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeOverview:Equitable Advisors is on the lookout for enthusiastic individuals eager to embark on a career in the financial services sector.Role Responsibilities:Evaluate client financial data to formulate strategies and suggest suitable financial solutions.Develop and nurture a client portfolio while consistently seeking new client opportunities.Offer tailored...
-
Financial Services Associate
1 week ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeBecome a part of a prominent organization in the financial services sectorEquitable Advisors is on the lookout for enthusiastic individuals to take on the role of a Financial Professional. In this position, your responsibilities will include:Evaluating client financial data to devise strategies and suggest suitable financial productsDeveloping and nurturing...
-
Customer Relations Associate
1 week ago
Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full timePosition OverviewAt Deland, Gibson Insurance Associates Inc., we are committed to delivering exceptional customer service through proactive measures aimed at minimizing our clients' Total Cost of Risk.Our approach involves educating and collaborating with clients to develop a comprehensive Risk Management and Insurance Strategy that effectively reduces their...
-
Associate Coach, Women's Basketball Program
1 week ago
Wellesley, Massachusetts, United States Babson College Full timePosition OverviewThe Associate Coach for the Women's Basketball Program plays a vital role within the Department of Athletics and Recreation. This position encompasses various responsibilities as designated by the Assistant Vice President for Athletics and Athletic Advancement or their representative.Key ResponsibilitiesWorks closely with the head coach to...
-
Financial Representative Trainee
3 weeks ago
Wellesley, United States Mutual of Omaha Full timeFinancial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
![New England Private Wealth Advisors, LLC](https://media.trabajo.org/img/noimg.jpg)
Associate Wealth Advisor
1 month ago
New England Private Wealth Advisors, LLC is a large, established RIA with current assets in excess of $2.5 billion under management. Our wealth management firm has a growing base of fee-only HNW clients who we serve on a continuous basis. We nurture relationships by working closely with clients and guiding them through their financial lives. We pride ourselves on our team-oriented environment, collaborative approach and high-touch client service capabilities. While we are based in New England, we serve clients across the United States.
We are seeking a motivated, passionate professional with exceptional people and communication skills to join our financial planning and investment advisory team. The ideal candidate for this position wants to be part of a successful, tight-knit wealth management team and is dedicated to continuing development of their financial planning and investment management skills. Commitment to being a fiduciary and providing the highest standard of client care are essential.
The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include:
- Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks.
- Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs.
- Working closely to support senior advisor with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks.
Desired Skills and Experience
A successful candidate will be hard working, detail oriented, highly organized and a problem solver with strong communication skills. Proficiency with Microsoft Office and the ability to adapt to new technology and procedures are crucial. The candidate should enjoy working in a team environment but also must be self-motivated and able to work independently. Highest degree of professionalism, integrity and honesty required. A good work ethic, sense of humor and positive attitude are essential.
The candidate should have a four-year degree and 1-3 years of relevant experience is preferred. You must have reliable transportation as there is no public transportation near our office.
PLEASE SUBMIT RESUME AND SALARY REQUIREMENTS TO RECRUITING@NEPWEALTH.COM