Financial Advisor

About 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...

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 AssessmentCase Development and...

Job 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...

Unlock 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)...

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...

Financial 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...

Unlock 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...

About 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...

Join 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...

Job 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...

Join 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 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,...

Job 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 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 &...

Job 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...

Job 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...

About 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...

Unlock 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...

Unlock 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...

Job 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...