Top 155 Financial services representative / financial advisor Jobs in Boston Ma

Client Onboarding Specialist (Series 7)
Loomis Sayles & Company —Boston, MA
- $85,000 - $120,000 a year
- Extended hours
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Financial Advisor
Moody Street Group —Boston, MA
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Tuition reimbursement
Quick Apply
Field Representative - SIS
Skanska USA —Boston, MA
- $84,180 - $126,040 a year
- Full-time
- Background check
- Construction site
- Customer service
- Dental insurance
- 401(k)
Admissions Representative
National Aviation Academy —Concord, MA
- $55,000 - $60,000 a year
- Weekends as needed
- Background check
- Inventory management
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Registered Investment Advisor
Driscolls Recruiting —Braintree, MA
- $90,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Client Executive, Commercial Real Estate
The Baldwin Group —Boston, MA
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel
5d
F&I Manager - Volvo of Norwood
Asbury —Norwood, MA
- $150,000 - $250,000 a year
- Full-time
- Dealership
- Marketing
- Pass drug screening
- Paid training
- Paid parental leave
Quick Apply
Wealth Management Associate
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Office
- Health insurance
- Dental insurance
Mail Operations Representative
Ascensus —Newton, MA
- Online Application
- Mid-level
- Office
- Financial services
9d
Insurance Agent - Full Training Provided!
Aflac —Danvers, MA
- Full-time
- Leadership
- Entry level
- Under 1 year
- On-the-job training
- Life insurance
Quick Apply
12d
College Counselor, Leave (December 2026-April 2027)
Buckingham Browne Nichols School —Cambridge, MA
- $80,000 - $100,000 a year
- Weekends as needed
- School experience
- Writing skills
- Research
- Commuter assistance
- Disability insurance
Quick Apply
Academic Services Specialist/Advising - Quincy College
Quincy College —Quincy, MA
- Weekends as needed
- Mid-level
- Office
- Master's degree
Client Service Associate, The Wealth Office
Fiducient Advisors —Boston, MA
- $65,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid time off
- Cell phone reimbursement
Financial Aid & Student Accounts Advisor
Benjamin Franklin Cummings Institute of Technology —Boston, MA
- Monday to Friday
- Ability to walk for extended periods
- Mid-level
- Office
Quick Apply
Financial Advisor
Manulife —Boston, MA
- $59,000 - $98,300 a year
- Full-time
- Bachelor's degree
- Senior level
- AD&D insurance
- Paid holidays
Vocational Case Manager - Boston / Springfield, MA
Paradigm Corp —Boston, MA
- $69,000 - $92,500 a year
- Full-time
- Hybrid work
- Experience working with individuals with disabilities
- Computer literacy
- Bachelor of Science
- Mileage reimbursement
- Health savings account

I want to receive the latest job alert for financial services representative / financial advisor in boston ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services representative / financial advisor jobs near boston ma

Client Onboarding Specialist (Series 7)

Loomis Sayles & Company -
Boston, MA

Apply Now

Job Details

Full-time
$85,000 - $120,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Work from home

Qualifications

Customer communication
Employee relationship building
Series 7
Stakeholder relationship building

Full Job Description

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $434.6 billion in assets under management (as of 30 June 2026) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role
With a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill throughout the intake process. The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a successful and welcoming client relationship, including with financial intermediaries, high net worth dual contract accounts, and institutional separate accounts.

Working directly with clients and their representatives, the Client Intake Specialist will be responsible for the successful end-to-end onboarding of new accounts. The Client Intake Specialist will ensure all onboarding requirements are completed accurately and timely, including documentation and anti-money laundering/know your customer (AML/KYC) initial reviews. The Client Intake Specialist will work collaboratively with both internal and external parties, and will take initiative to resolve outstanding items, ensuring Loomis Sayles meets client expectations and deadlines. In addition, this role will collaborate with and provide backup to the AML/KYC team and will seek out and participate in broader onboarding team initiatives.

Job Responsibilities

As the primary point of contact, provide white-glove, end-to-end onboarding service to new clients, delivering a responsive and service-oriented client experience.
Working as a liaison and central point of coordination for all responsible groups within the company, while helping clients and internal partners understand requirements and next steps.
With consistent communication throughout the process, partner with Sales, Relationship Management, Client Administration, Legal & Compliance, Operations, the Investment Teams and other internal stakeholders to deliver coordinated, high-quality support to clients and business partners.
Maintain accurate client and account onboarding information across internal systems to track the onboarding progress, supporting a seamless and dependable service experience for clients and internal stakeholders.
With professionalism, clarity, and attention to detail and service, specific tasks include:
Facilitate review of investment agreements, guidelines, fee schedules, complete AML/KYC reviews and due diligence requirements for new and existing accounts
Coordinate transfers in kind, amendments and changes to existing accounts
Manage derivative trading agreement set up
Review KYC documents and manage the AML process for new accounts
Respond to AML due diligence requests from brokers and custodians
Coordinate Markit system uploads
Manage Bloomberg LEI updates and annual LEI registration renewals

Qualifications & Education Requirements

Bachelor’s degree or appropriate equivalent experience
Series 7 License – REQUIRED, NO EXCEPTIONS
At least five years of financial industry experience preferred

Experience and Knowledge
Experience in working in the investment industry with institutional clients, financial advisors, high-net-worth clients and/or financial intermediaries, with demonstrated familiarity with investment products as well as industry and contract terminology.

Skills and Competencies

Client focused mindset with strong service orientation and a can-do attitude
Excellent communication skills (written and spoken)
Ability to build effective relationships with internal and external stakeholders (at all levels of client and firm)
Demonstrated process and procedure orientation with the ability to prioritize and multitask several competing high priority projects simultaneously with a sense of urgency
Exceptional organizational skills with a high level of attention to detail and follow up
Proven ability to work independently and to take initiative
Intellectual curiosity and willingness to learn
Dependability, flexibility and willingness to work extended hours when needed

Additional Requirements
The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $85,000 - $120,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Global Benefit Statement:
At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:
Health & Welfare: Medical, dental, and supplemental health plans
Retirement Savings
Paid Time Off
Company-Provided Leave Benefits
Life and Disability Insurance
Work/Life and Wellness Resources
Locally Relevant Perks and Programs
EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Apply Now

Refine Your Search

financial services representative / financial advisor jobs in boston ma

Client Onboarding Specialist (Series 7)

Financial Advisor

Field Representative - SIS

Admissions Representative

Financial Advisor / Registered Representative / Agent

Financial Services Representative / Financial Advisor

Registered Investment Advisor

Financial Services Professional - Hybrid Remote (MA)

Wealth Management Trainee (MA)

Client Executive, Commercial Real Estate

F&I Manager - Volvo of Norwood

Wealth Management Associate

Mail Operations Representative

Insurance Agent - Full Training Provided!

College Counselor, Leave (December 2026-April 2027)

Academic Services Specialist/Advising - Quincy College

Client Service Associate, The Wealth Office

Financial Aid & Student Accounts Advisor

Financial Advisor

Vocational Case Manager - Boston / Springfield, MA

I want to receive the latest job alert for financial services representative / financial advisor in boston ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected