- Edward Jones (Holden, MA)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Worcester, MA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Atria Wealth Solutions (Lunenburg, MA)
- …with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers ... with our members to help them make their best financial choices and improve their financial wellness....FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- Bank of America (Worcester, MA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Worcester, MA)
- Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **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… more
- M&T Bank (Worcester, MA)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... + *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Milford Regional Medical Center (Milford, MA)
- …Statement of Purpose: Under the direction of the Director of Patient Financial Services (PFS), this individual ensures patients are appropriately financially covered ... cleared to have medical and surgical services. The Patient Financial Counselor has a direct impact on patients' well-being...well-being by providing guidance and facilitating access to vital financial programs and services. They help to analyze a… more
- JPMorgan Chase (Framingham, MA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Atria Wealth Solutions (Lunenburg, MA)
- …of any referrals. Meet and/or communicate with clients in the absence of the Financial Advisor . + Provide administrative sales support for the IPS in-branch ... requests for assistance from IPS. + Support the production of Financial Advisor (s) by answering customers questions and describing investment products and… more
- Edward Jones (Littleton, MA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Edward Jones (Groton, MA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Advocates (Framingham, MA)
- …and support in achieving strategic fiscal objectives. 2. Serve as a financial advisor , contributing to decision-making processes and providing insights into ... Service Line Controller will play a leadership role in financial planning, analysis, and reporting for a specific service...service lines, within the company. Reporting into the Chief Financial Officer they will partner with the Senior Vice… more
- Massachusetts Port Authority (Worcester, MA)
- …Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service loan ... forgiveness program for federal student loans * Professional development programs * Mentorship program * Adoption assistance * Paid parental leave * Employee assistance program * Employee recognition programs * Employee resource groups * Flexible spending… more
- Massachusetts Port Authority (Worcester, MA)
- …Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service loan ... forgiveness program for federal student loans * Professional development programs * Mentorship program * Adoption assistance * Paid parental leave * Employee assistance program * Employee recognition programs * Employee resource groups * Flexible spending… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...+ Serve as a Finance thought leader - build financial models that can predict outcomes reliably and accurately.… more
- ADP (Marlborough, MA)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- BJs Wholesale Club (Marlborough, MA)
- …addition to strong analytical skills, they must possess a high degree of business/ financial acumen and be able to develop solutions that drive business value. They ... results-focused analytics professionals. + Act as a strategic business advisor to the Operations leadership team in support of...for end user stakeholders. + Analyze vast amounts of financial , web, customer and product level data and make… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...Strong project management and process mapping skills. + Proven financial acumen. + Strong organizational and time management skills,… more
- Grifols Shared Services North America, Inc (Worcester, MA)
- …functions and departments - Manage OPEX Optimizing the Investment allocating financial resources where Grifols is provided the appropriate Return on Investment. ... processes for performance management, ensuring accountability and focus on results. - Advisor to VP/GM proactively providing versus waiting to be asked. - Good… more
- WSP USA (Worcester, MA)
- …Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and ... vision, disability, life, and retirement savings focused on providing health and financial stability throughout the employee's career. At WSP, we want to give… more