- Edward Jones (North Dartmouth, MA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- TD Bank (Falmouth, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to… more
- Santander US (Mashpee, MA)
- Financial Advisor , Mashpee, MA Mashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or ... both excellent verbal and written communication + Superior knowledge of financial analysis, risk evaluation, loan documentation. + Motivating, developing, and… more
- Wells Fargo (Hyannis, MA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Work with the Financial Advisor in providing clients with financial advice ... meet potential new clients. + May be delegated selected responsibilities by the Financial Advisor . + This LO position has customer contact and job duties which… more
- Citizens (New Bedford, MA)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- TIAA (Hyannis, MA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- Huntington Ingalls Industries (Pocasset, MA)
- …and group goals. Essential Job Responsibilities: + Serve as the contractual business advisor and subject matter expert to all levels of the business (Business Group ... wellness resources; employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance; employee discounts; paid holidays and… more