Financial Services Representative

1 week ago


Boston, United States The Moody Street Group, LLC Full time

Financial Services Representative/Financial Advisor

 

The Moody Street Group, LLC, a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. 

 

Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. 

 

 

If you would like meet with us to learn more,

Apply Now

 

Note: Securities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor.  The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.

 


 



  • New Boston, Texas, United States First Convenience Bank Full time

    We are seeking a Financial Services Representative to join our team at First Convenience Bank. In this role, you will provide exceptional customer service, handle cash transactions, and sell bank services and products.About the RoleThe Financial Services Representative will work in a high-volume sales environment, providing personalized banking solutions to...


  • Boston, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionBEGIN YOUR CAREER WITH NORTHWESTERN MUTUALAt Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and...


  • Boston, Massachusetts, United States Bank of America Full time

    OverviewWe are seeking a dedicated individual to join our team at the Bank of America South End Financial Center in Boston, Massachusetts. This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.Key Responsibilities:Accurately and efficiently process cash transactions for...


  • Boston, Massachusetts, United States SCS Financial Full time

    Firm OverviewSCS Financial is a prominent investment and wealth management firm that has been serving ultra-high net worth families, family offices, and institutional investors since 2002. We manage assets across public, alternative, and private market opportunities globally.The PositionWe are looking for a highly accomplished Director to join our client...


  • Boston, Massachusetts, United States U.S. Retirement & Benefits Partners Full time

    Company OverviewU.S. Retirement & Benefits Partners is a leading provider of employee benefits, compliance, and HR consulting services. We offer retirement solutions for both the private and public sectors, serving over three million participants nationally in the K-12, Corporate, and Government markets.We are seeking Financial Advisors to join our Partner...


  • Boston, Massachusetts, United States BNY Mellon Full time

    Company OverviewBNY Mellon is a leading financial institution with over 230 years of experience in expanding the financial markets and supporting investors throughout the investment lifecycle.We provide financial services for institutions, corporations, and individual investors, counting on the expertise of our employees across time zones and in 35 countries...


  • Boston, Massachusetts, United States Ameriprise Financial, Inc. Full time

    Business Summary: As a respected name in the financial sector, Ameriprise Financial, Inc. offers a wide range of products and services designed to meet the evolving needs of clients. In this role, you will have the opportunity to develop and maintain relationships with key stakeholders, driving revenue growth and expansion of our existing business.Key...


  • Boston, Massachusetts, United States Tufts University Full time

    Tufts University School of Dental Medicine is seeking an experienced Patient Financial Coordinator to join our Revenue Cycle Operations team. As a key member of this team, you will play a critical role in ensuring the financial success of our dental school by managing patient financial responsibilities and coordinating benefits.About the TeamThe Revenue...


  • Boston, Massachusetts, United States LPL Financial Full time

    Job ResponsibilitiesDefend Litigation and Arbitration Matters: The successful candidate will be responsible for defending LPL Financial against lawsuits and arbitration claims brought by clients, other companies, or individuals.Evaluate Legal Risk: Our ideal candidate will assess potential legal risks associated with business decisions and take proactive...


  • Boston, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Boston, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Boston, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Boston, Massachusetts, United States Henrie Agency Full time

    Establish a fulfilling career with The Henrie Agency, an esteemed Life Insurance Agency partnered with Symmetry Financial Group. Our team is dedicated to serving families in the life insurance industry, offering a unique opportunity for individuals to thrive as licensed Life Insurance Agents.About UsWe are committed to providing exceptional service and...


  • Boston, Massachusetts, United States Meimarides Group Full time

    Join us as a Financial Services Professional and take advantage of our comprehensive training program, which will equip you with the necessary skills to succeed in this role.About the RoleThis Sales Representative position offers a unique opportunity to work in the financial services industry, providing expert advice and guidance to clients.Responsibilities...


  • Boston, Massachusetts, United States Atlantic Group Full time

    Position OverviewThe Atlantic Group is hiring a Client Service Representative to manage client relationships and provide exceptional service in Boston, MA. This temporary role offers a competitive hourly rate of $24 and a hybrid schedule.Responsibilities Include:Managing client relationships and addressing day-to-day inquiries.Collaborating with internal...


  • Boston, United States KBW Financial Staffing & Recruiting Full time

    Top Financial Services client has a need for a Client Service Analyst on the Private Equity side who has high energy, likes working with internal and external clients, and has strong communication skills. Responsibilities: Responsible for managing the day-to-day inquiries of our clients. You will need to collaborate with internal teams to resolve your...


  • Boston, Massachusetts, United States Noor Staffing Group Full time

    Job DescriptionRole Overview:We are seeking a skilled Corporate Financial Services Lawyer to join our team at Noor Staffing Group. As an attorney specializing in banking and finance, you will be responsible for providing expert guidance on financial transactions, structuring agreements, and navigating regulatory compliance.About the Position:Must have at...


  • Boston, United States Atlantic Group Full time

    Job Overview - Client Service Representative (Hybrid): Become part of our client’s Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction. Compensation: $24/hour Location:...

  • Financial Advisor

    2 weeks ago


    Boston, United States Moody Street Group Full time

    The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.  The Moody Street Group,...


  • Boston, United States Modern Woodmen of America Full time

    Snap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will...