- Citizens (Saugus, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Eastern Bank (Burlington, MA)
- …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... the attainment of corporate targets. + Regular in market site visits to prospect/ client businesses required. + Basic knowledge of financial institution policies… more
- WSP USA (Merrimack, NH)
- …England Planning Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. The primary need is in the New England ... market, providing technical leadership while enhancing client contacts and driving overall long-term growth of planning...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... World Insurance Associates ("World") is a unique financial services organization with a global network of...to clients + Must be willing to become each client 's trusted risk management advisor and bring… more