Financial Services Representative

6 days ago


Boston, United States Moody Street Group Full time
Job DescriptionJob Description

The Moody Street Group, LLC, a general agency, of The Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.  The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates.  We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. 

Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction.  We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients.  Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program.  New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry.  We offer competitive compensation.  We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

Powered by JazzHR

Vj6KxFwBRz



  • Boston, United States Marchon Partners Full time

    Job Title: Client Service RepresentativeLocation: Boston, MA – Role is onsite 100% Duration: 3 - 6+ month contract with intent of conversion to full-time Role SummaryThe client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product...

  • Client Service Representative

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Boston, United States Marchon Partners Full time

    Job Title: Client Service RepresentativeLocation: Boston, MA – Role is onsite 100% Duration: 3 - 6+ month contract with intent of conversion to full-time Role SummaryThe client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product...

  • Client Service Representative

    Found in: Appcast US C2 - 7 days ago


    Boston, United States Marchon Partners Full time

    Job Title: Client Service RepresentativeLocation: Boston, MA – Role is onsite 100% Duration: 3 - 6+ month contract with intent of conversion to full-time Role SummaryThe client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product...

  • Financial Advisor

    6 days ago


    Boston, United States Moody Street Group Full time

    Job DescriptionJob DescriptionThe Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Boston, United States Freedom Trail Financial, LLC Full time

    Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment?  Your responsibilities as a Financial Advisor will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and...

  • Financial Coordinator

    Found in: Talent US C2 - 6 days ago


    Boston, United States Bay Cove Human Services Full time

    Financial Coordinator - Family Support Services Boston, MA, USA Req #2473 Friday, April 12, 2024 Bay Cove Human Services’ mission is to partner with people to overcome challenges and realize personal potential. Bay Cove pursues this mission by providing individualized and compassionate services to people facing the challenges associated with...

  • Member Service Representative

    Found in: beBee jobs US - 1 week ago


    Boston, Massachusetts, United States Commonwealth Care Alliance Full time

    Welcome to the Latest Job Vacancies Site 2024 and at this time we would like to inform you of the Latest Job Vacancies from the Commonwealth Care Alliance with the position of Member Service Representative (remote) - Commonwealth Care Alliance which was opened this. If this job matches your qualifications, please send your application directly through our...


  • Boston, United States OM Financial Group Full time

    **Responsibilities Include**: - In collaboration with multiple Financial Advisors, lead all operational aspects of a pre-sale client experience, including preparing administrative paperwork, assisting in processing financial transactions, document requests, data management, on-going assistance of client accounts, as well as, ad-hoc projects while...

  • Associate Ii

    4 days ago


    Boston, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional financial and...


  • Boston, United States Baystate Financial Full time

    **Registered Principal for Investment Operations** Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Investment Operations Team to coordinate investment accounts openings and manage client service requests. Responsibilities for this role include but are not limited to: Investment New Accounts...

  • Member Service Representative

    Found in: beBee S US - 6 days ago


    Boston, United States Commonwealth Care Alliance Full time

    Welcome to the Latest Job Vacancies Site 2024 and at this time we would like to inform you of the Latest Job Vacancies from the Commonwealth Care Alliance with the position of Member Service Representative (remote) - Commonwealth Care Alliance which was opened this. If this job matches your qualifications, please send your application directly through our...


  • Boston, United States Bemana, LLC Full time

    Job DescriptionJob DescriptionWe are recruiting a Service Sales Representative for a large renewable energy company in the Greater Boston Area. This is a unique opportunity for someone will minimal experience in this field to learn more/train to become a sales professional. ResponsibilitiesResponsibility for the service order book through the development of...


  • Boston, United States Liberty Personnel Services, Inc. Full time

    Our client is a well-established family owned business seeking a highly motivated Controller to add to their team! Role: The Controller will be responsible for overseeing and managing the financial operations of a company. Their main role is to ensure that the company's financial processes are efficient, effective, and compliant with regulations....

  • Associate II

    Found in: beBee S US - 4 days ago


    Boston, United States JPMorgan Chase Full time

    J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We...


  • Boston, United States Financial Services Firm Full time

    My client, a reputable financial services firm located in the Financial District of Boston, MA, is currently seeking a dedicated and experienced Senior Administrative Assistant to join their esteemed administrative team. This position comes with great benefits and bonus potential as well!Responsibilities:Provide comprehensive administrative support to senior...

  • Senior Administrative Assistant

    Found in: Appcast Linkedin GBL C2 - 24 hours ago


    Boston, United States Financial Services Firm Full time

    My client, a reputable financial services firm located in the Financial District of Boston, MA, is currently seeking a dedicated and experienced Senior Administrative Assistant to join their esteemed administrative team. This position comes with great benefits and bonus potential as well!Responsibilities:Provide comprehensive administrative support to senior...

  • Senior Administrative Assistant

    Found in: Appcast US C2 - 1 day ago


    Boston, United States Financial Services Firm Full time

    My client, a reputable financial services firm located in the Financial District of Boston, MA, is currently seeking a dedicated and experienced Senior Administrative Assistant to join their esteemed administrative team. This position comes with great benefits and bonus potential as well!Responsibilities:Provide comprehensive administrative support to senior...


  • Boston, United States Vaco - Boston, MA Full time

    Job DescriptionJob DescriptionVACO Boston has partnered with a prestigious investment bank in Boston, MA who is looking for a recent college graduate to join their team.  Working in their Custodial Banking Operation these roles offer training and opportunity for growth.  We have many success stories of our candidates becoming permanent employees and...


  • Boston, United States crescentiasolutions Full time

    Job DescriptionJob DescriptionMust-Haves 1 Bachelor's degree in Accounting, Finance, or related field from four-year college or university required 2 Certified Public Accountant (CPA) required 3 At least 7 years related experienceNice-To-Haves 1 Experience with accounting software, inter-fund accounting for subsidiary entities; nonprofit accounting...

  • Financial Analyst

    6 days ago


    Boston, United States ProPivotal Staffing Full time

    Description Financial Analyst - Real Estate We are currently seeking a talented and detail-oriented Financial Analyst to join our real estate finance team. This role presents a unique opportunity to contribute to our organization's success in the dynamic field of real estate finance. Responsibilities Conduct financial analysis for real estate investment...