Wealth Management Specialist
4 days ago
We are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.
Our ValuesWe value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
Our ApproachWe strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, and market development.
Benefits and CompensationWe offer a comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our CultureWe have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our Financial Professionals come from a variety of backgrounds and share several key traits, including demonstrated patterns of success, values-driven, entrepreneurial mindset, and a knack for networking.
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Wealth Management Assistant
4 weeks ago
Wellesley, Massachusetts, United States Equitable Advisors LLC Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As an Administrative Assistant, you will play a critical role in supporting our financial professionals and providing exceptional client service.Key ResponsibilitiesAssist with paperwork processing and organizationSchedule...
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Senior Incentive and Wealth Plans Manager
2 days ago
Wellesley Hills, Massachusetts, United States Sun Life Financial Full timeJob Title: Managing Director, Incentive and Wealth PlansSLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. We are seeking a highly skilled and experienced Managing Director, Incentive and Wealth Plans to join our team.About the Role:This is a key leadership position...
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Wealth Management Client Associate
1 week ago
Wellesley Hills, Massachusetts, United States Bank of America Full timeJob Title: Wealth Management Client AssociateWe are seeking a highly skilled and motivated Wealth Management Client Associate to join our team at Bank of America. As a key member of our client service team, you will be responsible for providing exceptional support to our Financial Advisors and their clients.Key Responsibilities:Provide timely and accurate...
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Client Service Representative
4 weeks ago
Wellesley, Massachusetts, United States Bank of America Full timeAbout the RoleThis is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.As a key member of our team, you will be responsible for providing excellent client service, educating clients on our...
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Wealth Management Client Associate
4 weeks ago
Wellesley, Massachusetts, United States Bank of America Full timeAbout the RoleThis is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.As a member of our team, you will be responsible for providing excellent client service, educating clients on our banking...
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Wealth Management Lawyer
1 month ago
Wellesley, Massachusetts, United States Jobot Full timeTrust and Estate Attorney OpportunityCompany Overview: Jobot is a reputable legal firm focusing on Trust and Estate, real estate, and employment law.Why Consider Joining Us?401K with Matching ContributionsComprehensive Paid Time OffHealth, Dental, and Vision InsurancePerformance-Based BonusesJob Details:Key Responsibilities:Deliver specialized legal counsel...
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Wealth Management Attorney
4 weeks ago
Wellesley, Massachusetts, United States Jobot Full timeTrust and Estate Attorney OpportunityCompany Overview: Jobot is a reputable legal firm dedicated to Trust and Estate, real estate, and employment law services.Why Join Our Team?Comprehensive 401K plan with matching contributionsAttractive Paid Time Off policyHealth benefits including Medical, Dental, and VisionPerformance-based Bonus StructurePosition...
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Wellesley Hills, Massachusetts, United States Sun Life Financial Full timeJob SummaryWe are seeking an experienced Executive Director to lead our Incentive and Wealth Strategies team at Sun Life Financial. As a key member of our Human Resources department, you will be responsible for designing and implementing innovative compensation and benefits programs that drive employee engagement, performance, and retention.Key...
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Administrative Support Specialist
3 days ago
Wellesley, Massachusetts, United States Equitable Advisors LLC Full timeAdministrative Assistant - Financial ServicesWe are seeking an organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As an Administrative Assistant, you will provide essential support to our practice, assisting with paperwork processing, scheduling client review appointments, and providing general administrative...
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Administrative Support Specialist
1 week ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeAdministrative Assistant OpportunityWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors. As an Administrative Assistant, you will play a critical role in supporting our financial professionals and providing exceptional client service.Responsibilities:Assist with paperwork processing and...
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Administrative Support Specialist
2 weeks ago
Wellesley, Massachusetts, United States Equitable Advisors LLC Full timeAdministrative Assistant OpportunityWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As an Administrative Assistant, you will play a vital role in supporting our financial professionals and providing exceptional client service.Responsibilities:Assist with paperwork processing and...
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Holistic Financial Coach
2 days ago
Wellesley, Massachusetts, United States Equitable Advisors Full timeUnlock Your Financial PotentialAt Equitable Advisors, we believe that everyone deserves to live a fulfilling life, free from financial stress. As a Financial Professional, you will have the opportunity to help individuals and families achieve their financial goals and create a brighter future.Our MissionWe strive to deliver exceptional customer experiences,...
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Financial Advisor
2 weeks ago
Wellesley, Massachusetts, United States TD Bank Group Full timeJob DescriptionWe are seeking a highly skilled Transitional Financial Advisor to join our team at TD Bank Group. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and developing long-term relationships with our clients.Key Responsibilities:Provide personalized financial planning and investment...
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Senior Trust
1 month ago
Wellesley, Massachusetts, United States Gpac Full timeWealth Management AttorneyWe are in search of a highly qualified and seasoned Trusts and Estates Attorney to enhance our legal practice, committed to delivering exceptional legal assistance to affluent clients. This position necessitates a comprehensive knowledge of estate planning, trust management, and strategies for wealth preservation. If you are...
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Consumer Relations Specialist
2 weeks ago
Wellesley, Massachusetts, United States HireMinds Full timeAbout the RoleHireMinds is seeking a highly skilled Consumer Relations Specialist to join our team in Wellesley, MA. As a key member of our consumer relations team, you will be responsible for managing day-to-day operations, responding to consumer inquiries, and maintaining accurate records.Key ResponsibilitiesManage consumer relations management operations,...
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Accounts Receivable Specialist
1 week ago
Wellesley, Massachusetts, United States Creative Financial Staffing Full timeCreative Financial Staffing is partnering with a family-owned real estate management company to find an experienced Accounts Receivable Specialist to join their growing team.About the Opportunity:The company provides full-service property management, accounting, and financial services to residential properties, with an average client relationship of over 12...
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Consumer Relations Specialist
1 week ago
Wellesley, Massachusetts, United States HireMinds: Specialized Recruiting in Life Sciences, Marketing, F Full timeAbout the Role:We are seeking an experienced Consumer Relations Specialist to join our team at HireMinds: Specialized Recruiting in Life Sciences, Marketing, F. This is a unique opportunity to work with a global consumer brand, driving consumer satisfaction and process management.Key Responsibilities:Manage day-to-day operations relating to consumer...
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Nurse Specialist
3 weeks ago
Wellesley, Massachusetts, United States Tenet Massachusetts Full timeJob SummaryTenet Massachusetts is seeking a skilled Nurse Specialist to join our team in providing high-quality patient care. As a key member of our healthcare team, you will be responsible for delivering exceptional nursing services to patients in a psychiatric setting.Key ResponsibilitiesAssess and plan patient care to ensure optimal health...
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Clinical Nurse Program Manager
3 days ago
Wellesley, Massachusetts, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled Clinical Nurse Program Manager to join our team at Mass General Brigham. As a key member of our Simulation Center, you will be responsible for managing and coordinating clinical simulation education programs, simulation operations, and simulation-related finances and budget.As a Clinical Nurse Program Manager,...
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Strategic Incentive Leader
3 weeks ago
Wellesley Hills, Massachusetts, United States Sun Life Financial Full timeJob Title: Managing Director, IncentiveSun Life Financial is seeking a seasoned professional to lead our incentive and wealth plans, driving strategic alignment with our business objectives and fostering a culture of performance and growth.About the Role:This key leadership position will oversee the design, implementation, and administration of short-term...