Top 525 Financial services Jobs in Framingham, Ma

Financial Advisor
Armstrong Advisory Group —Needham Heights, MA
- $70,000 - $110,000 a year
- 8 hour shift
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
11d
Senior Banker III
Middlesex Savings Bank —Wayland, MA
- $45,122 - $74,451 a year
- Extended hours
- Sales
- Computer literacy
- Basic math
Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Treasury Services Officer
North Easton Savings Bank —South Easton, MA
- $77,000 - $100,000 a year
- Full-time
- Marketing
- 5 years
- Mid-level
6d
Financial Advisor
New York Life —Westborough, MA
- $82,956.06 - $150,000.00 a year
- Full-time
- Bilingual
- No experience needed
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Sales & Service Representative
AAA Northeast —Franklin, MA
- $22.55 - $26.00 an hour
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- Wellness program
- Health insurance
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Citizens Banker
Citizens Financial Group —Sudbury, MA
- $25.00 - $31.25 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Relationship Banker - Framingham / Marlborough Area
Bank of America —Framingham, MA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Financial Service Representative
Boston Water and Sewer Commission —Boston, MA
- $1,180.00 - $1,442.31 a week
- Full-time
- Word processing
- Computer literacy
- Research
Banker I
Middlesex Savings Bank —Natick, MA
- $37,927 - $54,024 a year
- Extended hours
- Sales
- Computer literacy
- Basic math
Finance and Asset Management
Freedom Financial —Foxborough, MA
- $60,000 - $72,000 a year
- Part-time
- Hybrid work
- Mid-level
- Analysis skills
- Continuous improvement
- Referral program
- Retirement plan
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Partnership Manager
Keurig Dr Pepper —Burlington, MA
- $96,800 - $130,000 a year
- Email
- Sales
- Bachelor's degree
- Travel
- Mileage reimbursement
- Paid parental leave
13d
Student Financial Services Administrator
Bentley University —Waltham, MA
- $21.33 - $33.33 an hour
- Overtime
- Writing skills
- Mid-level
- Office
- Paid time off
- Work from home
Relationship Manager (Alternative Investments)
Computershare —Canton, MA
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Free parking
- Work from home
Wealth Planning Analyst
Rockefeller Capital Management —Boston, MA
- $75,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
- Health insurance
- Retirement plan
12d
Loan Officer
Ross Mortgage Co Inc —Westborough, MA
- Full-time
- Entry level
Quick Apply
Business Banking Specialist
First Citizens Bank —Wellesley, MA
- $94,673 - $110,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED

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financial services jobs near framingham, ma

Financial Advisor

Armstrong Advisory Group
Needham Heights, MA

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Job Details

Full-time
$70,000 - $110,000 a year
11 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
401(k) matching
Life insurance
Retirement plan

Qualifications

Financial planning software
Customer communication
Financial sales
CFP
Interpersonal skills
Financial plan development
Microsoft Office
Sales presentations
Bachelor's degree
Attention to detail
Sales management systems proficiency
Organizational skills
CRM system proficiency
Life & Health Insurance License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Job Summary

Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. Initially this is a support role with a fast-track opportunity to grow into a Senior Financial Advisor position within 5 years. Individual will work with the Senior Financial Advisor to provide investment and financial planning advice, to meet the needs of existing and new clients. Candidate should expect to work with financial planning software, build tailored portfolios, maintain contact and service clients, and handle associated paperwork and other administrative tasks. The candidate should be highly professional, motivated to learn and advance, be detail oriented and able to work independently, as well as part of the team. The ideal candidate will be committed to high quality customer service and be self- motivated. Corporate office is located in Needham, MA and same-day travel throughout New England (primarily Massachusetts and Rhode Island) will be required.

Administrative

Prepare new account paperwork and open accounts.
Process completed paperwork and ensure all applications, documents, forms are accurate and complete.
Prepare meeting agendas, reports, and materials for client review meetings.
Data entry into Financial Planning software
Handle incoming client calls and requests for money movements, etc.
Manage, research, and resolve client service requests.
Handle sensitive and confidential information with maximum discretion.

Client Interaction

Meet with clients alongside Senior Advisor to provide advice during meetings.
Apply company investment strategies and fiduciary management standards to meet the needs of prospect and client accounts.
Hold client meetings including taking on prospective clients and handling client reviews.
Maintain contact with clients and help them to understand their investments.
Provide ongoing education to clients on investments and various financial planning topics.

Requirements Include:

Three or more years in the financial service industry with a strong understanding of the economy, markets, and financial planning principles.
Progress towards or completed CFP designation.
Bachelor’s degree from accredited four-year institution.
Organization skills with acute attention to detail.
Series 65 (or acceptable equivalent), Life, Accident and Health License.
Experience using financial planning software.
Competent in MS Office and Salesforce or other CRM software.
Excellent interpersonal skills and pleasant, positive demeanor.
Must be able to work independently as well as with a team.
Ability to multi-task in a fast-paced environment.
Strong written and verbal communication skills.
Sales and presentation experience.

About The Armstrong Advisory Group

AAG is an independent financial advisory company that manages over $1.8 billion in assets and provides wealth management for over 1,500 families, individuals, and businesses.

Please send your resume and cover letter to:

Lois Ashe, Human Resources [email protected]

Armstrong Advisory Group – SEC Registered Investment Advisor

Job Type: Full-time

Benefits:

401(k)
401(k) match
Health insurance
Flexible spending account
Dental insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Profit sharing after 3 calendar years of service

Physical setting: Office

Schedule: 8 hour shift Monday to Friday

Experience:

Financial services: 3 years (Preferred)

Work Location: In person

Job Type: Full-time

Pay: $70,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in framingham, ma

Financial Advisor

Senior Banker III

Financial Wellbeing Coach, Credit

Financial Advisor (Flexible Hybrid Work Environment)

Treasury Services Officer

Financial Advisor

Financial Sales & Service Representative

Wealth Management Trainee (MA)

Citizens Banker

Relationship Banker - Framingham / Marlborough Area

Financial Service Representative

Banker I

Finance and Asset Management

Registered Wealth Management Client Associate

Partnership Manager

Student Financial Services Administrator

Relationship Manager (Alternative Investments)

Wealth Planning Analyst

Loan Officer

Business Banking Specialist

I want to receive the latest job alert for financial services in framingham, ma

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