Financial Services Associate
2 weeks ago
Responsibilities:
- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Communicates solutions to clients that are best suited for their financial needs.
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
- Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
- Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
We’ll help you:
- Get training and one-on-one mentorship from managers who are invested in your success.
- Build connections to grow your network and business.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.
What we offer:
- Highly competitive commission structure designed to grow with you
- Passive income opportunities and bonus programs
- Fully paid insurance licensing
- Flexible in-office schedules once you complete training
- Progressive advancement opportunities
- Retirement savings program and more
Requirements
- Bachelor's degree in Finance, Business, or a related field.
- Strong sales or communication skills.
- Excellent interpersonal skills.
- Proven ability to build and maintain client relationships.
- Detail-oriented with strong analytical and problem-solving skills.
-
Financial Controller
3 days ago
Braintree, United States Ultra Global Business Services Full timeUnleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies. Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised on...
-
Financial Controller
4 days ago
Braintree, Massachusetts, United States Ultra Global Business Services Full timeUnleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies.Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised on...
-
Financial Controller
4 days ago
Braintree, Massachusetts, United States Ultra Global Business Services Full timeUnleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies.Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised on...
-
Financial Controller
3 days ago
Braintree, United States Ultra Global Business Services Full timeUnleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies. Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised...
-
Financial Rep
5 days ago
Braintree, 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 Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Professional Trainee
3 days ago
Braintree, 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 Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Professional Trainee
3 days ago
Braintree, United States Hiring Now! 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 Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
2 days ago
Braintree, 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...
-
Financial Representative Trainee
3 days ago
Braintree, 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...
-
Financial Representative Trainee
4 days ago
Braintree, 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...
-
Senior Program Financial Analyst
4 days ago
Braintree, United States Ultra Global Business Services Full timeUnleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies. Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised on...
-
Dining Services District Manager
3 days ago
Braintree, United States Healthcare Services Group Full timeOverview: Who We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities across the country. As one of America's Most Trustworthy Companies, we have been recognized...
-
Financial Representative Trainee
3 days ago
Braintree, 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 Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills...
-
Customer Service Associate
3 days ago
Braintree, United States PGA TOUR Superstore Full timeGolf's Happy Place! Starting at $15 an hour. At PGA TOUR Superstore, we're always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we are dedicated to hiring selfless team players from different backgrounds to influence the growth of...
-
Financial Rep Upcoming Grad
3 days ago
Braintree, 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 Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills...
-
Financial Rep Upcoming Grad
5 days ago
Braintree, 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 Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills...
-
Financial Rep Upcoming Grad
6 hours ago
Braintree, 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 Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills...
-
Financial Sales Representative
4 days ago
Braintree, United States Northwestern Mutual Full timeAs business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a...
-
Entry Level Operations Assistant
7 days ago
Braintree, United States MG Financial LLC Full timeMG Financial, LLC is a small financial advisory firm seeking an **entry level **Operations Assistant. We are located in Braintree, MA. This full-time **entry level **position works directly with all managers within the company to provide operational, administrative and back office support. A critical part of this position's responsibilities is to reconcile...
-
Braintree, United States Capital Analysts of New England Full timeJob DescriptionJob DescriptionOverview:Capital Analysts of New England is a successful wealth management firm, located in Braintree, Massachusetts. Founded in 1972, we were a forerunner of the financial planning movement and today we are one of the industry’s most innovative providers of diverse financial services. We place great value on integrity,...