Current jobs related to Financial Advisor - Wakefield - Prudential Financial

  • Paraplanner - Financial Planning Support

    1 month ago

    Wakefield, Massachusetts, United States MP RPO Full time

    Job SummaryThe Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.The Paraplanner role is integral to the success of MP's Client financial...

  • Associate Wealth Advisor

    4 weeks ago

    Wakefield, Massachusetts, United States Charles Schwab Full time

    Role OverviewAs a key member of our Wealth Advisory team, you will play a vital role in supporting Wealth Advisors in servicing, deepening, and retaining their virtual client relationships. This position offers a unique opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational...

  • Private Client Relationship Manager

    20 hours ago

    Wakefield, United States Citizens Financial Group, Inc. Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    4 weeks ago

    Wakefield, Michigan, United States Citizens Financial Group, Inc. Full time

    About the RoleAs a Private Client Relationship Manager at Citizens Financial Group, Inc., you will play a critical role in deepening relationships with affluent and high-net-worth clients. Your primary responsibility will be to acquire, broaden, deepen, and retain these relationships through proactive engagement and exceptional client service.Key...

  • Paraplanner

    3 weeks ago

    Wakefield, United States MP: Wired for HR Full time

    JOB SUMMARY: Paraplanner - Wakefield, MA The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.Their responsibilities will revolve around...

  • Paraplanner

    3 weeks ago

    Wakefield, United States MP: Wired for HR Full time

    JOB SUMMARY: Paraplanner - Wakefield, MA The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.Their responsibilities will revolve around...

  • Paraplanner

    3 weeks ago

    wakefield, United States MP: Wired for HR Full time

    JOB SUMMARY: Paraplanner - Wakefield, MA The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.Their responsibilities will revolve around...

  • Paraplanner

    2 weeks ago

    wakefield, United States MP: Wired for HR Full time

    JOB SUMMARY: Paraplanner - Wakefield, MA The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.Their responsibilities will revolve around...

  • Branch Office Administrator

    5 days ago

    Wakefield, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Wakefield, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Tax Professional

    1 month ago

    Wakefield, Massachusetts, United States Relevante, Inc. Full time

    Job Title: Senior Tax AdvisorAbout the Role:We are seeking a highly skilled Senior Tax Advisor to join our team at Relevante, Inc. The ideal candidate will have a strong background in U.S. tax experience, with a minimum of 4 years of experience in tax consulting or public accounting.Key Responsibilities:* Provide tax consulting services to clients, including...

  • Private Client Relationship Manager, Wakefield, RI

    2 months ago

    Wakefield-Peacedale, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    2 weeks ago

    WAKEFIELD-PEACEDALE, United States Citizens Full time

    p>DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    1 week ago

    WAKEFIELD-PEACEDALE, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    1 month ago

    WAKEFIELD-PEACEDALE, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Paraplanner

    2 weeks ago

    Wakefield, MA, United States MP: Wired for HR Full time

    JOB SUMMARY: Paraplanner - Wakefield, MA The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.Their responsibilities will revolve around...

  • Branch Office Administrator

    4 weeks ago

    Wakefield, RI, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Financial Advisor

1 month ago

Wakefield, United States Prudential Financial Full time

We are looking for Experienced Advisors to join our Team

You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.

Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

· Our open architecture platform for client solutions

· Our competitive payouts

· Our practice building support

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today.

When joining Prudential Advisors, we offer

· Pension Enhancement for Top Financial Professionals

· Prudential Employee Savings Plan (PESP) - 401(k)

· Cash Balance Pension Plan

· Medical, Dental, and Vision benefits

· Robust compensation packages

· Transition support

· Practice Building programs

· Access to Prudential clients


Contact me directly to schedule a confidential conversation at Jeffrey.Beck@prudential.com


PAMR-244

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.

Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.