Financial Services Professional

Unlock Your Potential as a Financial Advisor with The Bulfinch GroupAre you a motivated and results-driven individual looking to launch a successful career in financial services? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunities available at The Bulfinch Group.About the RoleAs a...

Unlock Your Financial PotentialAt The Bulfinch Group, we're dedicated to helping you achieve your financial goals. As a Financial Advisor, you'll have the opportunity to work with clients to understand their financial objectives, concerns, and current financial situation.Key Responsibilities:Develop and maintain a base of clients who value your input and...

Job OpportunityAlera Group, a leading financial services company, is seeking a highly motivated and experienced Associate Financial Advisor to join our team.We are looking for a professional who can provide exceptional client service, support our advisors, and contribute to the growth and development of our clients' relationships.The ideal candidate will...

Join Alera Group as a Financial AdvisorAt Alera Group, we're dedicated to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Assist with new client onboarding and conduct review meetings with existing...

Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group. As an Associate Financial Advisor, you will play a key role in assisting with new client onboarding, conducting review meetings with existing clients, and supporting our Advisors in growing and enhancing existing client...

Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Advisor. As an Associate Advisor, you will play a key role in assisting with new client onboarding, conducting review meetings with existing clients, and supporting our Advisors in growing and enhancing existing client...

Senior Accountant Job DescriptionFirst Help Financial is a rapidly growing company in the U.S. that provides auto loans to underserved individuals. We offer flexible financing options and tri-lingual support to make car ownership more accessible.Key Responsibilities:Prepare and review monthly investor reportsPrepare covenant and compliance reporting for...

Join Our Team as a Financial Services ProfessionalWe are seeking a highly motivated and experienced Financial Services professional to join our team at Alera Group. As an Associate Financial Consultant, you will play a key role in helping clients prepare for retirement without the responsibility of lead generation.This is an excellent opportunity to work...

Join Our Team as a Financial Services AssociateWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Alera Group. As a key member of our team, you will be responsible for providing exceptional client service and support in the preparation for retirement.Key Responsibilities:Manage client data in various internal...

Grow Your Career with Alera GroupAre you a motivated and customer-focused professional looking to advance your career in financial services? Do you enjoy working closely with clients, developing long-term relationships, and providing exceptional service and expertise? If so, we invite you to explore this exciting opportunity to join our team as an Associate...

Financial Services AssociateWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Alera Group. As a Financial Services Associate, you will play a critical role in supporting our advisors and clients with their financial needs.Key Responsibilities:Support advisors with client inquiries and new business...

Job Opportunity at First Help FinancialWe are seeking a highly skilled and bilingual Customer Service Associate to join our team at First Help Financial. As a key member of our Customer Service Department, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring a positive experience for all interactions.Key...

Job Title: Part-Time Bilingual Customer Service AssociateWe are seeking a highly skilled and bilingual customer service representative to join our team at First Help Financial. As a key member of our customer service department, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring a positive experience...

About First Help FinancialFirst Help Financial is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Our company culture is built on professionalism, teamwork, and a commitment to excellence.Job SummaryWe are seeking a highly motivated and...

Join Our Team as a Financial Advisor AssistantWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Advisor Assistant. As a key member of our team, you will play a vital role in supporting our advisors and helping clients achieve their financial goals.Key Responsibilities:Support advisors with client inquiries and...

About First Help FinancialFirst Help Financial is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Our company culture is built on professionalism, teamwork, and a commitment to excellence.Job SummaryWe are seeking a highly motivated and...

Associate Financial AdvisorWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As a key member of our team, you will play a vital role in assisting our advisors with client inquiries, processing new business, and providing exceptional client service.Key Responsibilities:Support advisors with...

Job Title: Bilingual Customer Service AssociateWe are seeking a highly motivated and customer-focused Bilingual Customer Service Associate to join our team at First Help Financial. As a Bilingual Customer Service Associate, you will be responsible for providing exceptional customer service to our clients, resolving issues, and ensuring a positive experience...

Financial Services Client Seeking Title Office ClerkWe are seeking a highly organized and detail-oriented Title Office Clerk to join our growing team in Needham. This is a fully in-office role with a Monday to Friday schedule from 9 AM to 5:30 PM. The hourly rate for this position is $19 per hour.Key Responsibilities:Provide administrative support to the...

Job Title: Part-Time Bilingual Customer Service AssociateAt First Help Financial, we're seeking a highly skilled and bilingual customer service associate to join our team. As a key member of our customer service department, you will be responsible for providing exceptional support to our customers, answering their inquiries, and resolving any issues they may...