Financial Advisor

6 days ago


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

The 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 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

ZUjOAxoCVD


  • 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...

  • Senior Financial Advisor

    Found in: Jooble US O C2 - 2 weeks ago


    Boston, MA, United States Maetz Consulting, LLC Full time

    Job Description Job Description Im recruiting for a growing financial services firm who is looking to hire several experienced Financial Advisors to join their team. You can be located anywhere in the U.S. and its a 100% remote role. In order to be considered for this role, they have a few minimal requirements: You must be licensed and have experience...


  • Boston, United States Fanning Personnel Full time

    Work with advisors on select group of clients to assess needs, goals, and planning issues. Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client...

  • VP, Financial Partnerships

    Found in: Jooble US O C2 - 2 weeks ago


    Boston, MA, United States Focus Financial Partners Inc Full time

    The Director of Fiduciary Solutions at Focus Financial Partners (‘Focus’) will be responsible for leading a rollout of trust and estate value added planning capabilities to advisors at Focus Firms. Focus has built centralized partnerships with best in class directed trust companies in South Dakota, Delaware and Tennessee. We are seeking an...


  • Boston, United States MASSMUTUAL Full time

    Responsible for the development and execution of key strategies to grow the Financial Planning Organization’s footprint in the field, and across the enterprise. Work across the Advice and Financial Planning & Practice Management team to drive simplification and enable capabilities that drive High Net Worth Client Acquisition, Net Flows, and growth through...

  • Financial Professional

    Found in: Talent US C2 - 6 days ago


    Boston, United States Equitable Full time

    Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by...

  • Advisor to the CEO

    7 days ago


    Boston, United States New Silver Full time

    Job DescriptionJob DescriptionPosition Title: Advisor to the CEOLocation: Boston Massachusetts (hybrid model)Company Overview:New Silver is a fintech company with a mission - helping to improve local communities by providing fast, convenient and flexible capital to real estate investors. We use data and technology to provide our clients with fast approvals...

  • Advisor to the CEO

    6 days ago


    Boston, United States New Silver Full time

    Job DescriptionJob DescriptionPosition Title: Advisor to the CEOLocation: Boston Massachusetts (hybrid model)Company Overview:New Silver is a fintech company with a mission - helping to improve local communities by providing fast, convenient and flexible capital to real estate investors. We use data and technology to provide our clients with fast approvals...

  • Tax Advisor

    2 days ago


    Boston, United States Loring Wolcott & Coolidge Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....


  • 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...


  • Boston, United States CareerBuilder Full time

    J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize...


  • Boston, United States uAspire Full time

    ***: uAspire College Affordability Advisors work directly with youth to help them navigate the process of finding and financing an affordable path to college. Advisors receive in-depth training on college affordability to successfully support students. Our College Affordability Advisors are either assigned to multiple schools to work with high school seniors...

  • Tax Advisor

    2 weeks ago


    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

  • Tax Advisor

    5 days ago


    Boston, United States Loring Wolcott & Coolidge Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

  • Tax Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....


  • Boston, United States JN Salinas Full time

    _** **_**No visa sponsorships supported** **Must Have ; BS degree in Accounting, Finance, or related field from four-year college or university required - AND - CPA - AND - Minimum 7 years related experience** **.** ***: The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company’s...


  • 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...

  • Tax Advisor

    2 days ago


    Boston, United States Atlantic Group Full time

    Looking to get out of public? Looking for a better work life balance? *Please note: only local Massachusetts applicants will be considered. The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team! The Tax Advisor will assist with initiatives related to tax analysis...


  • 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 Supervisory Operations Team. Responsibilities for this role include, but are not limited to: - Client File Reviews - Detached Office Inspections and Monitoring - Compliance Resource to Firm...


  • Boston, United States Baystate Financial Full time

    Baystate Financial is looking for an enthusiastic and talented professional to fill the full-time position of Administrative Assistant in our Boston, MA office. Applicant must have excellent telephone and interpersonal skills, strong computer skills (Microsoft Office and Windows), organizational and time management skills and attention to detail. Must be...