Financial Advisor
3 weeks ago
Citizens is seeking a skilled Banker to join our team. As a Banker, you will be the face of our branch, building lasting relationships with customers and providing trusted advice.
Key Responsibilities- Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing, and investing needs.
- Get to know customers' personal financial goals and recommend tailored solutions to help achieve them.
- Introduce customers to digital and mobile-first ways to handle banking transactions.
- Collaborate with partners in Wealth Management, Mortgage, and Business Banking to help customers with more complex financial needs.
- Make outbound calls to acquire new customers and schedule financial checkup appointments.
- Meaningful work and relationships – You'll help customers with important financial decisions that impact their lives.
- Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
- Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning, and development resources.
- Exceptional benefits – Receive comprehensive health care coverage, including medical, dental, and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
- High School degree or GED required.
- 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
- Ability to effectively ask questions and identify needs to improve the customer relationship.
- Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions.
- Demonstrated skills in using digital technology to support the delivery of business goals.
- Aptitude to problem solve and provide solutions to customer issues.
- Recognized ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
- Self-motivated, confident, and ability to multitask effectively.
- Ability to work branch hours, which can include weekends and evenings.
- Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Completion of a video interview assessment as part of the application.
- 1 year cash handling experience.
- Vietnamese speaking preferred.
- Hours per Week: 40.
- Work Schedule: Varies with branch needs and may include weekends and evenings.
-
Financial Advisor
3 weeks ago
Boston, Massachusetts, United States Baystate Financial Full timeAbout Baystate FinancialBaystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services for over a century. Our team of over 300 professionals and 200 support staff work together to build financial plans for a wide variety of individuals and businesses.Job SummaryWe are seeking a highly motivated...
-
Financial Advisor Entry-Level Position
4 days ago
Boston, Massachusetts, United States Baystate Financial Full timeUnlock 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 AssessmentCase Development and...
-
Senior Financial Advisor
1 day ago
Boston, Massachusetts, United States Edelman Financial Engines Full timeJob SummaryEdelman Financial Engines is seeking a Senior Financial Advisor to provide objective, fee-based advice and asset management to help clients build a better financial future. As a fiduciary, we prioritize our clients' best interests and do not accept financial incentives or commissions.Key ResponsibilitiesProvide outstanding financial advice and...
-
Financial Advisor
4 weeks ago
Boston, Massachusetts, United States TalentPro Recruiting Full timeUnlock Your Business PotentialAre you a seasoned financial advisor looking to take your career to the next level? Do you have a strong client portfolio and a passion for growth? We invite you to explore a unique opportunity with TalentPro Recruiting.About the Role:This is a business opportunity designed for established Registered Investment Advisors (RIAs)...
-
Financial Services Representative
3 weeks ago
Boston, Massachusetts, United States Baystate Financial Full timeUnlock 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...
-
Financial Services Professional
4 days ago
Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full timeFinancial Advisor Opportunity at Hanscom Federal Credit UnionLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Hanscom Federal Credit Union in Boston, MA, would allow you to join the Investment Program as a Financial Advisor associated with LPL...
-
Financial Services Professional
4 days ago
Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Webster Bank in Boston, MA offers a unique opportunity to join the Investment Program and build a successful business.Key Benefits:Service an existing book of business upon hireBuild a...
-
Financial Advisor for Private Clients
4 weeks ago
Boston, Massachusetts, United States SilverLion Inc Full timeAbout the RoleWe are seeking a skilled Financial Advisor to join our team at SilverLion Inc. As a key member of our private banking department, you will be responsible for providing expert advice to our individual customers.Key ResponsibilitiesDevelop and implement personalized financial plans for private clientsProvide in-depth knowledge of our bank's...
-
Financial Planner
3 weeks ago
Boston, Massachusetts, United States South Shore Retirement Services Full timeJoin Our Team as a Financial AdvisorSouth Shore Retirement Services, a leading Boston-based independent financial advisory firm, is seeking a dynamic Financial Advisor to join their team. As a key member of our advisory team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide exceptional customer service...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesProvide...
-
Financial Planner
3 weeks ago
Boston, Massachusetts, United States South Shore Retirement Services Full timeJoin Our Team as a Financial AdvisorSouth Shore Retirement Services, a reputable Boston-based independent financial advisory firm, is seeking a dynamic Financial Advisor to collaborate with their advisory team. If you thrive in client-facing roles, enjoy building long-term relationships, and provide exceptional customer service, we'd like to discuss this...
-
Senior Tax Advisor
4 weeks ago
Boston, Massachusetts, United States Jobot Full timeSenior Tax AdvisorWe are seeking a highly motivated and experienced Senior Tax Advisor to join our dynamic and fast-paced Finance team at Jobot.Key Responsibilities:Provide exceptional tax advice to high net worth (HNW) clients, ensuring their financial affairs are managed in the most tax-efficient manner.Prepare and review complex individual tax returns,...
-
Client Service Associate
4 weeks ago
Boston, Massachusetts, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesAssist Financial Advisors with client...
-
Senior Tax Advisor
4 weeks ago
Boston, Massachusetts, United States Jobot Full timeSenior Tax Advisor Job DescriptionWe are seeking a highly motivated and experienced Senior Tax Advisor to join our dynamic and fast-paced Finance team at Jobot. The successful candidate will be responsible for providing exceptional tax advice to our high net worth (HNW) clients, managing individual tax returns, and offering expert financial planning &...
-
Financial Services Associate
2 days ago
Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full timeJob OpportunityOppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Registered Client Service Associate to join their Bellevue branch office.The ideal candidate will possess excellent interpersonal and multi-tasking skills, with the ability to operate independently and as part of a small team. The successful candidate will be responsible...
-
Vice President, Product Manager
3 weeks ago
Boston, Massachusetts, United States LPL Financial Full timeJob OverviewLPL Financial is seeking a highly skilled and experienced Vice President, Product Manager to lead the development and implementation of our Market Data Platforms. As a key member of our team, you will be responsible for creating and maintaining a vision, roadmap, and product backlog for our Market Data platforms. Your goal will be to deliver the...
-
Financial Services Specialist
4 weeks ago
Boston, Massachusetts, United States Equitable Full timeAbout Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about making a positive impact on the futures of individuals and businesses.Our MissionWe strive to deliver exceptional customer experiences...
-
Financial Services Professional
3 weeks ago
Boston, Massachusetts, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorA career that offers growth, flexibility, and the chance to make a meaningful impact on others' lives is within reach.At Northwestern Mutual, financial representatives empower individuals to achieve their financial goals. They thrive in a fast-paced environment, where hard work is recognized and rewarded.As a...
-
Financial Consultant
4 weeks ago
Boston, Massachusetts, United States Lifetime Recruiting Strategies Full timeUnlock Your Financial PotentialBecome a part of a dynamic team that empowers individuals to take control of their financial futures. As a Financial Advisor with Lifetime Recruiting Strategies, you will have the opportunity to make a meaningful impact in the lives of others while achieving your own career goals.Key Responsibilities:Identify and pursue new...
-
Multifamily LIHTC Advisor
3 weeks ago
Boston, Massachusetts, United States Fannie Mae Full timeJob Title: Multifamily LIHTC AdvisorFannie Mae is seeking a highly skilled Multifamily LIHTC Advisor to join our team. As a valued contributor, you will play a critical role in advising the team on methods and processes for overseeing customer network development and customer support activities, as well as supporting customer engagement opportunities.Key...