Financial Services Professional

Company DescriptionWestbrook Financial Group LLC is a full-service financial wellness and education team based in Massachusetts, United States. We empower individuals to take control of their financial health by partnering with our experienced professionals. We work with many family's hands on coaching them on ways to make & save money.Role DescriptionThis...

Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentFinancial Plan...

About the RoleWe are seeking a highly motivated and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will have the opportunity to build a successful career in financial services, working with clients to achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

About the Role:Creative Financial Staffing is seeking a dedicated Finance Associate to become an integral part of our team. This position will involve collaborating closely with the Finance Director to establish and enhance the financial processes within the organization.Why Join Us?Our firm has been a prominent player in the financial sector for over two...

Job Summary:Lifetime Recruiting Strategies is seeking a highly motivated and results-driven Financial Advisor to join our elite team of high-performing producers. As a Financial Advisor, you will be responsible for prospecting for clients, developing and maintaining long-term relationships, and providing client-centric financial solutions.Key...

Job DescriptionJob DescriptionSungage Financial originates thousands of loans each year through hundreds of solar installation partners nationwide, using our specialized and industry-leading solar finance platform. Our lean team of professionals moves quickly and adapts to the ever-changing demands of this exciting, dynamic and impactful industry. This role...

About The Select GroupThe Select Group is a leading provider of custom Managed Solutions for transformational business leaders. Our mission is to positively impact lives by enabling the voices and career opportunities of all.Job SummaryWe are seeking a high-impact sales professional to join our team as an Account Manager - Financial Services. This role will...

Job SummaryWe are seeking a highly skilled and experienced Portfolio Analyst to join our team at Moors & Cabot Inc. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing investment portfolios, and developing financial planning solutions.Key ResponsibilitiesClient Service and Portfolio...

We are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages.We work with some of the largest professional services, insurance,...

Embark on a Rewarding CareerAre you looking to begin a fulfilling career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.Role OverviewAs a...

Are you ready to embark on a rewarding career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.In this position, you will advocate for...

Creative Financial Staffing is seeking a skilled Financial Reporting Specialist to join their team in Boston. This role will involve working closely with the accounting department to ensure accurate and timely financial reporting.Why Work with Our Client?Our client is a well-established international law firm with a strong reputation in the Boston area.They...

About Sungage FinancialSungage Financial is a pioneering company in the residential solar industry, revolutionizing the way people go solar. Our mission is to provide reliable and flexible financing solutions that empower solar installers to build strong businesses while helping families save money and live more sustainably.Job SummaryWe are seeking a highly...

Position OverviewThe Corporate Finance Executive plays a pivotal role in overseeing the financial planning, analysis, and forecasting functions within the organization. This position is essential for providing insights that guide strategic decision-making and ensure the financial health of the company.Key ResponsibilitiesFinancial Insights: Deliver timely...

We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...

Position OverviewThe Corporate Finance Executive at Sungage Financial plays a pivotal role in steering the financial direction of the organization. This position involves overseeing financial planning, analysis, and forecasting (F,P&A), alongside managing internal corporate finance operations. The ideal candidate will possess not only robust technical...

We are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages. We work with some of the largest professional services, insurance,...

OverviewPLS®: People. Location. Service PLS-which stands for People - Location - Service-is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and...

Business Management, Administration and Support Global Wealth Management Job Reference #: 296439BR City: [City] Job Type: Full Time Your Role: Are you truly service-oriented? Do you know how to take care of people? We’re looking for a Service Associate to: Keep management systems up-to-date with client information. Educate clients on account services and...

Creative Financial Staffing is partnered with legal group located in Boston, MA seeking an Intern for the Fall 2024 semester. Commitment expectation is about 20 hours per week on site within regular M-F schedule.Why Work Here? Boston-based law firm that has been in business and seen growth since 1992 Report to the Accounting Manager - strong proximity and...