Current jobs related to Financial Services Associate - Wellesley, Massachusetts - Equitable Advisors

  • Financial Services Associate

    4 weeks ago

    Wellesley Hills, Massachusetts, United States SFP Wealth Full time

    Position Overview:SFP Wealth, LLC is seeking a highly motivated and detail-oriented Associate Financial Advisor to join our dynamic team and play a key role in delivering exceptional service to our Wealth Management clients. This internal position focuses on relationship management and client service, enabling the Associate Financial Advisor to collaborate...

  • Financial Planning Associate

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow your client base by developing strong relationships and providing exceptional client experiencesDesign personalized financial...

  • Financial Services Representative

    1 month ago

    Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    {"title": "Career Opportunity at Northwestern Mutual", "content": "Unlock Your Earning PotentialAs a Financial Representative at Northwestern Mutual, you will have the opportunity to build a successful career in financial services. With our industry-leading training and support, you will be equipped to deliver personalized financial solutions to your clients...

  • Financial Advisor Assistant

    1 week ago

    Wellesley Hills, Massachusetts, United States Benefit Services Incorporated Full time

    Job DescriptionAt Benefit Services Incorporated, we are seeking a highly skilled and detail-oriented Financial Advisor Assistant to join our team.Key Responsibilities:Assist the investment advisor with administering all aspects of client accounts.Act as the main contact for client inquiries and financial account action items.Interface with clients and...

  • Financial Advisor

    2 weeks ago

    Wellesley, Massachusetts, United States TD Bank Full time

    Job Title: Financial Advisor - Wellesley, MAWe are seeking a highly motivated and experienced Financial Advisor to join our team in Wellesley, MA. As a Financial Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Financial Advisor

    2 weeks ago

    Wellesley, Massachusetts, United States TD Bank Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our TD Wealth team. As a Financial Advisor, you will be responsible for providing exceptional client service and developing relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and develop tailored...

  • Client Partner Consultant

    2 weeks ago

    Wellesley, Massachusetts, United States Sun Life Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Client Partner Consultant to join our team at Sun Life Financial. As a key member of our organization, you will be responsible for delivering exceptional client service and ensuring that our clients receive the highest level of support and expertise.Key ResponsibilitiesProvide primary support to...

  • Financial Advisor

    4 days ago

    Wellesley, Massachusetts, United States TD Bank Full time

    Job DescriptionThe Transitional Financial Advisor role is a three-year program with a draw, designed for financial advisors or planners who will be selling investment management solutions and providing financial planning guidance.Key ResponsibilitiesService the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs,...

  • Senior Client Partner Consultant

    2 weeks ago

    Wellesley, Massachusetts, United States Sun Life Financial Full time

    Job Title: Senior Client Partner ConsultantAt Sun Life Financial, we're seeking a highly skilled Senior Client Partner Consultant to join our team. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key Responsibilities:Develop...

  • Senior Financial Analyst

    1 week ago

    Wellesley, Massachusetts, United States Charles River CFO Full time

    Job DescriptionCharles River CFO, Inc. is seeking an experienced accountant to join our team of high-performing professionals. This role offers 0-20 hours per week and will work remotely.As an embedded part of our client's accounting office, you will work under the Controller to support the accounting function. We're looking for an experienced accountant to...

  • Associate Director, Private Fixed Income

    1 month ago

    Wellesley, Massachusetts, United States Sun Life Full time

    Job Title: Associate Director, Private Fixed IncomeSun Life is seeking an experienced investment professional to join our Private Fixed Income team as an Associate Director. This role will be responsible for managing a portfolio of credits and working with senior team members on underwriting new investment opportunities.Key Responsibilities:Monitor and...

  • Food Service Associate

    3 weeks ago

    Wellesley, Massachusetts, United States SWRG INC Full time

    Job SummaryThe Food Runner is a key member of our restaurant team, responsible for delivering food orders to guests in a timely and courteous manner. This role requires excellent communication skills, attention to detail, and the ability to work well under pressure in a fast-paced environment.Key ResponsibilitiesDeliver food orders to guests in a timely and...

  • Food Service Associate

    4 weeks ago

    Wellesley, Massachusetts, United States California Pizza Kitchen Full time

    Take-out Server Job DescriptionAt California Pizza Kitchen, we are seeking a skilled and friendly Take-out Server to join our team.Key Responsibilities:Provide exceptional customer service and hospitality to every take-out guest.Take orders accurately and demonstrate menu knowledge.Pack orders with attention to detail and quality.Process various types of...

  • Litigation Associate

    4 weeks ago

    Wellesley, Massachusetts, United States RecruitPod Global Full time

    Job Title: Litigation AssociateWe are seeking a highly skilled and experienced Litigation Associate to join our team at RecruitPod Global. As a Litigation Associate, you will be responsible for conducting depositions, attending court conferences, drafting pleadings, interacting with clients and adjusters, and negotiating settlements.Key...

  • Litigation Associate

    4 weeks ago

    Wellesley, Massachusetts, United States RecruitPod Global Full time

    Job Title: Litigation AssociateRecruitPod Global is seeking a highly skilled Litigation Associate to join our team. As a Litigation Associate, you will be responsible for conducting depositions, attending court conferences, drafting pleadings, interacting with clients and adjusters, and negotiating settlements.Key Responsibilities:Conduct depositions and...

  • Financial Planning Specialist

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow Your Client Base by developing strong relationships, leveraging your network, and delivering exceptional client experiencesBuild...

  • Litigation Associate

    2 weeks ago

    Wellesley, Massachusetts, United States RecruitPod Global Full time

    Job Title: Litigation AssociateRecruitPod Global is seeking a highly skilled and experienced Litigation Associate to join our team. The ideal candidate will have a strong background in civil litigation and insurance defense, with a proven track record of success in the MA bar.Key Responsibilities:Conduct depositions and attend court conferencesDraft...

  • Sales Associate

    3 weeks ago

    Wellesley, Massachusetts, United States Paper Source Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Paper Source. As a Sales Associate, you will be responsible for providing exceptional customer service, creating a welcoming environment, and driving sales through effective product knowledge and recommendations.Key ResponsibilitiesEngage with customers...

  • Associate Director, Leadership Giving

    4 weeks ago

    Wellesley, Massachusetts, United States Babson College Full time

    Job Title: Associate Director, Leadership GivingThe Associate Director, Leadership Giving will play a key role in securing new donors, upgrading previous donors, and stewarding current donors at our leadership giving society level. This position will manage a portfolio of donors who have the potential to join the leadership giving society or are already...

  • Customer Service Representative

    4 days ago

    Wellesley, Massachusetts, United States TD Bank Full time

    Key Responsibilities:• Engage in needs-based conversations to offer tailored financial solutions to customers.• Process transactions for customers, including account servicing and loan payments.• Maintain the integrity of Automated Teller Machines (ATMs) and Teller Cash Dispensers (TCDs)/Teller Cash Recyclers (TCRs).• Adhere to safe deposit box...

Financial Services Associate

2 months ago

Wellesley, Massachusetts, United States Equitable Advisors Full time

Become a part of a prominent organization in the financial services sector

Equitable Advisors is on the lookout for enthusiastic individuals to take on the role of a Financial Professional. In this position, your responsibilities will include:

  • Evaluating client financial data to devise strategies and suggest suitable financial products
  • Developing and nurturing a portfolio of clients while consistently attracting new clientele
  • Offering insights and marketing financial products and services

Qualifications:

  • A college degree is preferred
  • Ability to secure necessary licenses and complete required examinations
  • Driven by results with a strong commitment to excellence
  • Exceptional communication and interpersonal skills
  • Capable of cultivating markets and maintaining client relationships

Perks:

  • Autonomy over your compensation and benefits structure
  • Extensive training and ongoing support
  • Opportunities for career advancement and access to remote working tools

About Equitable:

Established in 1859, Equitable is dedicated to assisting individuals in creating secure financial futures through innovative strategies. Step into the role of a Financial Professional and embark on your path to success.