Financial Solutions Advisor
4 weeks ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
We believe both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Responsibilities:- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triangles client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
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Financial Services Representative
3 weeks ago
Medford, Massachusetts, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...
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Sales Development Representative
4 weeks ago
Medford, Massachusetts, United States Financial Recovery Technologies Full timeJob OverviewFinancial Recovery Technologies is a leading provider of innovative solutions for the financial industry. We are seeking a highly motivated and results-driven Sales Development Representative to join our team.Key Responsibilities:Conduct high-volume prospecting to generate qualified leads and meet sales targets.Collaborate with the sales...
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Physical Therapy Assistant
4 weeks ago
Medford, Massachusetts, United States Therapy Solutions Full timePhysical Therapy Assistant**About the Role**We are seeking a full-time Physical Therapist Assistant (PTA) to join our team at Therapy Solutions. As a PTA, you will work closely with our licensed Physical Therapists to implement and execute patient treatment plans. Your primary responsibility will be to provide high-quality patient care, communicate...
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Insurance Sales Representative
3 weeks ago
Medford, Massachusetts, United States New York Life Nassau-Suffolk Region Full timeOur mission at New York Life Nassau-Suffolk Region is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term....
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Travel Allied Healthcare Professional
3 weeks ago
Medford, Massachusetts, United States TotalMed Staffing Full timeWe are seeking an experienced Physical Therapist for a travel allied healthcare position in a dynamic setting. TotalMed Staffing offers flexible staffing solutions, including per diem, local contract, and travel nursing opportunities.About TotalMed Staffing:We find the right solution that meets your requirements for pay, benefits, employer support, or...
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Nurse Care Coordinator
3 weeks ago
Medford, Massachusetts, United States Therapy Solutions Full timeJob Summary:We are seeking a skilled and compassionate Licensed Practical Nurse (LPN) to join our team at Avamere Three Fountains. As a LPN, you will play a vital role in providing high-quality care to our residents, working collaboratively with our nursing staff and support personnel to ensure the best possible outcomes.Responsibilities:Complete accurate...
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Customer Service Representative
4 weeks ago
Medford, Massachusetts, United States Tufts University Full timeJob Summary:The Tufts University Financial Services Operations Team is seeking a highly skilled and customer-focused individual to provide front-line support to faculty, staff, and students. As a Financial Operations Support Specialist, you will be responsible for delivering exceptional customer service, resolving complex issues, and contributing to the...
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Customer Service Representative
3 weeks ago
Medford, Massachusetts, United States Tufts University Full timeJob Summary:The Tufts University Financial Services Operations Team is seeking a highly skilled and customer-focused individual to provide front-line support to faculty, staff, and students. As a Financial Operations Support Specialist, you will be responsible for delivering exceptional customer service, resolving complex issues, and contributing to the...
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Clinical Manager
4 weeks ago
Medford, Massachusetts, United States Mass General Brigham Full timeJob SummaryDeliver high-quality, safe, and cost-effective patient services through management of a highly functioning interdisciplinary clinical team.Ensure regulatory and organizational policies and standards are met.Proactively contribute to achievement of clinical, administrative, and financial goals.Key ResponsibilitiesManage staff assignments,...
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Bakery Team Member
3 weeks ago
Medford, Massachusetts, United States Wegmans Food Markets Full timeAbout the Role:We are seeking a skilled Bakery Team Member to join our overnight team. As a key member of our bakery department, you will play a vital role in supporting our daytime operations by producing high-quality bakery items for our customers.Key Responsibilities:Produce a high-quality product for our customersApproach and educate customers on meal...
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Assistant Branch Operation Manager
3 weeks ago
Medford, Massachusetts, United States Suffolk Credit Union Full timeRole Overview:The Floating Assistant Branch Manager will provide coverage for branch management or supervisory staff during absences, overseeing day-to-day branch operations on an interim basis, and as directed.This role involves supervising and coaching branch employees while enhancing member services satisfaction. Additionally, the position manages the...
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Floating Branch Manager
3 weeks ago
Medford, Massachusetts, United States Suffolk Credit Union Full timeRole Overview:The Floating Assistant Branch Manager will provide coverage for branch management or supervisory staff during absences, overseeing day-to-day branch operations on an interim basis, and as directed.This role involves supervising and coaching branch employees while enhancing member services satisfaction. Additionally, the position manages the...
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Marketing Sales Director
3 weeks ago
Medford, Massachusetts, United States Sinclair Broadcast Group Full timeJob SummaryWe are seeking a highly skilled Marketing Sales Manager to lead our sales team in achieving local sales goals. The ideal candidate will have a strong background in cross-platform marketing solutions and sales methodologies, with the ability to work under pressure and meet tight deadlines.Key Responsibilities Lead client development activities and...
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Nurse Director
3 weeks ago
Medford, Massachusetts, United States Mass General Brigham Full timeNurse Director Job SummaryMass General Brigham is seeking a highly skilled Nurse Director to lead our nursing team in Brighton. As a key member of our leadership team, you will be responsible for overseeing the delivery of high-quality patient care and ensuring the success of our nursing department.Key Responsibilities:Maintain 24-hour accountability for...
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Client Service Administrator
10 hours ago
Medford, United States Advisor Employee Services Full timeClient Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Medford, OR is seeking...
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Client Service Administrator
6 days ago
Medford, United States Advisor Employee Services Full timeClient Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Medford, OR is seeking...
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Small Business Financial Solutions Specialist
1 month ago
Medford, Oregon, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through our comprehensive small business financial solutions.We are seeking a highly motivated and experienced professional to join our team as a Small Business Financial Solutions Specialist. In this role, you will be responsible for providing expert...
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Tax Advisor
4 weeks ago
Medford, Oregon, United States H&R Block Full timeJob Title: Block Advisors Tax AdvisorAt H&R Block, we're seeking a skilled Tax Advisor to join our team. As a Tax Advisor, you'll play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...
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Consumer Loan Sales Representative
3 weeks ago
Medford, Oregon, United States OneMain Financial Full timeEmpowering Customers through Financial SolutionsAt OneMain Financial, we're seeking a skilled Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.In this...
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Financial Rep – Upcoming Grad
6 days ago
Medford, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
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Consumer Loan Sales Specialist
5 days ago
Medford, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...
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Consumer Loan Sales Specialist
4 days ago
Medford, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...
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Consumer Loan Sales Specialist
1 day ago
Medford, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.In the RoleDeliver results related to individual and branch sales...
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Consumer Loan Sales Specialist
4 weeks ago
Medford, Oregon, United States OneMain Financial Full timeAt OneMain, we're looking for a Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you'll empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.You'll learn the lending and servicing business at OneMain, allowing you to grow your career. Your...
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Financial Representative Trainee
5 days ago
Medford, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...
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Financial Representative Trainee
1 week ago
Medford, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re...
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Consumer Loan Sales Specialist
4 weeks ago
MEDFORD, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...
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Consumer Loan Sales Specialist
5 days ago
Medford, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. Do you have the skills to fill this role Read the...
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Sales Advisor
2 weeks ago
Medford, OR, United States Smart Consulting Solutions Inc Full timeDiscover the enchantment of Smart Consulting Solutions within our stores, where our dedicated team brings the magic to life. As a Retail Sales Associate, you play a crucial role in providing exceptional customer service, curating memorable shopping experiences, and achieving stellar sales outcomes. A full-time position with Smart Consulting Solutions ...
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Client Services Administrator
4 days ago
Medford, United States Bright Lake Wealth Management Full timeClient Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Medford, OR is seeking...
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Client Services Administrator
6 days ago
Medford, United States Bright Lake Wealth Management Full timeClient Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Medford, OR is seeking...
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Client Services Administrator
6 days ago
medford, United States Bright Lake Wealth Management Full timeClient Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Medford, OR is seeking...
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Client Services Administrator
6 days ago
medford, United States Bright Lake Wealth Management Full timeClient Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Medford, OR is seeking...
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Customer Service Representative
2 months ago
Medford, United States Tufts University Full timeOverview: The TSS (Tufts Support Services) organization delivers administrative and transactional services to schools and central units across the universitys four campuses. Activities that are common across the many central divisions and schools have been consolidated, allowing expert teams to provide exemplary support to faculty and staff. Tufts Support...