![Alera Group](https://contents.bebee.com/companies/us/alera-group/avatar-qgdsI.png)
Financial Planning and Advisor Support Specialist
3 weeks ago
Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's financial plans and other analysis documents, we would like to talk to you Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise
- High level of communication and follow-through skills
- Strong organizational skills
- Motivated and driven by reaching goals and growth
- Financial Industry knowledge/experience preferred
- Experience with MS Office and Salesforce preferred
- Ability to meet deadlines and attention to detail
- 4 Year college degree in business or finance
- Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.
- Prepare documents for upcoming review appointments with existing clients.
- Manage Salesforce data & ensure records are kept.
- Produce additional analysis reports for advisors as requested.
- Maintain accurate filing records to satisfy federal regulator requirements.
- Support the client service department with any additional tasks.
-
Financial Planning and Advisor Support Specialist
18 hours ago
Needham, Massachusetts, United States Alera Group Full timeAre you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create clients financial plans and other analysis documents, we would like to talk to you Our...
-
Financial Advisor
4 weeks ago
Needham, Massachusetts, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service...
-
Financial Advisor
2 weeks ago
Needham, Massachusetts, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service...
-
Associate Financial Advisor
4 weeks ago
Needham, Massachusetts, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...
-
Associate Financial Advisor
2 weeks ago
Needham, Massachusetts, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...
-
Associate Financial Advisor
5 hours ago
Needham Heights, Massachusetts, United States Johnson Brunetti Full timeRole: Financial Services Associate Advisor We are currently seeking a dedicated and motivated individual to join our successful team as an Associate Advisor. If you are passionate about helping clients navigate their financial goals, building lasting relationships, and providing exceptional service, we want to hear from you. About Us: Well-established and...
-
Manager, Financial Planning
3 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they...
-
Manager, Financial Planning
2 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they...
-
Manager, Financial Planning
16 hours ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they...
-
Client Service Specialist
3 weeks ago
Needham, Massachusetts, United States Alera Group Full timeAre you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you Our dynamic, fast-paced wealth...
-
Project Advisor
31 minutes ago
Needham, Massachusetts, United States 128 Plumbing, Heating, Cooling & Electric Full timeProject Advisor128 Plumbing, Heating, Cooling & ElectricNeedham, MAStart your career. Join a hardworking team for life. Thrive with a growing company.About Us:128 Plumbing, Heating, Cooling & Electric is growing and looking to add another sales member to our team. We are a service and installation company established in Wakefield that has been in business...
-
Director of Financial Aid
26 minutes ago
Needham, Massachusetts, United States Olin College of Engineering Full time***: Olin College, in Needham, MA, is a community dedicated to a transformational education and reducing inequity in and through engineering education. We seek team-oriented individuals interested in supporting a student-centered and innovative environment by excelling at their own immediate responsibilities and contributing to both the Office of Admission...
-
Senior Financial Analyst, FP&A
4 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they do.Senior...
-
Senior Financial Analyst, FP&A
2 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they do.Senior...
-
Senior Financial Analyst
2 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they do.Our...
-
Senior Financial Analyst
4 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they do.Our...
-
Administrative Specialist, Health and Human Services
2 months ago
Needham, Massachusetts, United States Town of Needham Full timeThe town of Needham seeks an energetic and motivated individual to fill the full-time position of Administrative Specialist. This position provides administrative, financial, and grant management services to Needham's Director of Health and Human Services and to the Lead Trainer/Shared Services Manager in support of the regional training hub and public...
-
Needham, Massachusetts, United States Town of Needham Full timeThe town of Needham seeks an energetic and motivated individual to fill the full-time position of Administrative Specialist. This position provides administrative, financial, and grant management services to Needham's Director of Health and Human Services and to the Lead Trainer/Shared Services Manager in support of the regional training hub and public...
-
Marketing Specialist
8 hours ago
Needham Heights, Massachusetts, United States Integrity Marketing Group Full time$30-35 / per hour, based on experience hours per week. About First American Insurance Underwriters First American Insurance Underwriters was founded more than 50 years ago in Boston, Massachusetts. Their business is focused on providing leading insurance and wealth advisors with access to financial products, creative insurance solutions, specialized...
-
Director Demand Planning Opportunities
2 weeks ago
Needham, Massachusetts, United States SharkNinja Full timeOur purpose is to positively impact people's lives every day in every home around the world We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they do.This...