Independent Financial Advisor jobs in Burlington, MA

OverviewIf you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the RIA Solutions...

Business Solutions Advisor - Saugus Route 1 Financial Center - Saugus, MASaugus, MassachusettsTo proceed with your application, you must be at least 18 years of age.AcknowledgeRefer a friendTo proceed with your application, you must be at least 18 years of age.Acknowledge...

Join to apply for the Financial Advisor role at Landing Point .Base pay range$110,000 – $130,000 per year.Company OverviewA fast‑growing independent Registered Investment Advisor (RIA) with $1.3 billion in assets under management is seeking a Financial Advisor to join their team. The firm is dedicated to providing comprehensive financial planning and dynamic portfolio management to high net worth...

A leading financial institution in Waltham seeks Citizens Bankers to assist customers with their financial goals. The role involves providing tailored financial advice, collaborating with partners for complex needs, and delivering exceptional customer service. Ideal candidates will have a high school diploma and at least two years of sales experience. Competitive pay starting at $24.50 per hour,...

Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...

Better Health Supplies is seeking a Full-Time Member Service Advisor to join our growing team of dedicated professionals. This position offers the unique opportunity to work from the comfort of your own home while providing exceptional customer service to our members. We are a leading provider of health supplies and take pride in delivering top-notch service to our valued...

THE TEAM The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences. THE OPPORTUNITY Aritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for delivering highly elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will...

Une institution financière à Burlington, Massachusetts, recherche un conseiller de service à la clientèle pour gérer des transactions et fournir des conseils financiers. Le candidat idéal doit avoir un diplôme de lycéen et une expérience dans le service à la clientèle. Ce rôle offre des opportunités de développement professionnel et un environnement positif. Les horaires peuvent inclure des...

Join to apply for the Senior Financial Advisor role at MassMutual. 3 weeks ago Be among the first 25 applicants. About Us Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. Headquartered in Boston, MA, with 16 offices throughout New England, we specialize in financial planning, business and estate planning, retirement...

A leading financial institution is seeking a Banking Associate to join their Burlington Center team. This entry-level role involves conducting banking transactions, providing financial advice, and offering exceptional customer service. Candidates should have a high school diploma and at least one year of customer-facing experience. Opportunities for growth and skill development are emphasized, as...

Financial Advisor Position Overview We are seeking a knowledgeable and experienced Financial Advisor to provide professional financial guidance to clients. The ideal candidate will have an existing book of business and will be able to help clients achieve their financial goals through financial planning, investment strategies, and wealth management services. Key Responsibilities - Assess...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to...

A leading financial services provider in Boston is looking for a candidate to make outbound calls to financial advisors, providing education on products, qualifying prospects, and scheduling meetings. Candidates should hold a Bachelor's Degree or equivalent and possess Series 7 and Series 66 securities licenses. Strong communication and organizational skills, as well as proficiency in CRM...

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a...

A leading independent investment advisor in Waltham, MA, is seeking a Financial Advisor to contribute to financial planning and portfolio management. The ideal candidate will have a background in finance with a minimum of 5 years of experience and the necessary CFP® certification. Responsibilities include client communication, financial analysis, and opportunity identification for optimizing...

A leading financial institution is seeking a Virtual Financial Advisor to provide personalized financial strategies to affluent clients. This role involves analyzing clients' investment needs and recommending solutions while achieving sales goals. Candidates should hold active Series 7 and 66 licenses and have a strong track record in sales performance. The ability to work virtually and...

A leading financial institution in Malden is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role involves working with clients to build financial plans and recommending appropriate investment strategies. Candidates should have relevant licenses and experience in the financial services industry. This position offers a competitive hourly pay...

A leading financial services company is seeking a Financial Advisor to provide comprehensive advice and customized solutions. You will work with clients to build financial plans, recommend investment strategies, and help them achieve their financial goals. The ideal candidate has at least one year of experience in the investments industry and holds required licenses. A commitment to in-office...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive...