Top 185 Finance associate Jobs in Andover Ma

Financial Planning Associate
METRO Financial Strategies —Chelmsford, MA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
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
Senior Associate, US Real Estate Debt
Fiera Capital —Boston, MA
- Full-time
- Hybrid work
- English
- Mid-level
- Office
Part Time (30 Hours) Associate Banker , Huntington Ave Branch, Boston, MA
JPMorganChase —Boston, MA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
20h
Senior Associate - Corporate Finance - Turnaround & Restructuring
Berkeley Research Group, LLC —Boston, MA
- $80,000 - $135,000 a year
- Full-time
- Microsoft Word
- CPA
- Research
3d
Senior Associate - Corporate Finance - Turnaround & Restructuring
Berkeley Research Group, LLC —Boston, MA
- $80,000 - $135,000 a year
- Full-time
- Microsoft Word
- CPA
- Research
3d
Finance Associate
Zwicker & Associates, P.C. —Andover, MA
- $23 - $25 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
1d
Financial Advisor Associate - North Andover, Massachusetts
TD Bank —North Andover, MA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Structured Finance Associate, IPP
New Leaf Energy, Inc. —Lowell, MA
- $104,430 - $121,120 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Registered Wealth Management Client Associate
Bank of America —Burlington, MA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Boston, MA
- $31,200 - $90,000 a year
- Writing skills
- Mid-level
- Office
Part-Time Financial Associate
Harvard University —Boston, MA
- Part-time
- Hybrid work
- Microsoft Word
- Mid-level
- 3 years
- Commuter assistance
- Health insurance
10d
Financial Associate II
Harvard University —Boston, MA
- Full-time
- Hybrid work
- Oracle
- 5 years
- Mid-level
- Commuter assistance
- Health insurance
10d
Associate Financial Analyst
Darling Consulting Group Inc —Newburyport, MA
- Office
- Finance
- Analysis skills
Catastrophe Risk Associate (Remote)
American Family Mutual Insurance Company —Boston, MA
- Full-time
- Remote
- Mid-level
- Communication skills
Quick Apply
Part Time (30 Hours) Associate Banker, Woburn Branch, Woburn, MA
JPMorganChase —Woburn, MA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
2d
Associate Director of Financial Aid
Merrimack College —North Andover, MA
- $82,000 - $92,000 a year
- Extended hours
- Microsoft Excel
- ERP systems
- Office
Quick Apply
BizOps Associate
Grüns —Boston, MA
- $120,000 - $135,000 a year
- Remote
- Bachelor of Science
- Mid-level
- SQL
- Paid time off
Quick Apply
1d
Financial Associate – BIDMC
Beth Israel Lahey Health —Boston, MA
- $27 - $38 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Hospital
13d

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finance associate jobs near andover ma

Financial Planning Associate

METRO Financial Strategies
Chelmsford, MA

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Retirement plan

Qualifications

Financial planning
Customer communication
CFP
Professional ethics
Financial plan development
Bachelor's degree
FINRA License
Financial services
Productivity software
Practicing in the securities industry

Full Job Description

Job Description

We are seeking a personable and detail-oriented Financial Professional to provide a wide variety of financial, analytical and support services to clients under limited supervision. We are a growing Independent Financial Advisory Office. As a Financial Planning Associate you will follow established procedures to perform standard tasks and resolve questions and problems. You will also maintain routine contact with clients and other team members to obtain, serve, clarify and provide facts and information as you project a professional image. Additional tasks of the Financial Planning Associate include:

Building relationships with clients and providing excellent customer service.

Providing office support including answering telephones, processing transferring paperwork, opening accounts, estate processing, updating cost basis, and resolving problems or inquiries Scheduling and coordinating meetings, events, and appointments. Preparing financial planning reports for client meetings. Performing banking activities, including depositing checks, sending out checks and ACH/Wires to Clients.

Calculating required client withdrawals and other analysis for financial planning purposes.

Generating custom client reporting and tax records. Entering trades with advisor instruction. Establishing, maintaining and updating files, databases, records and compliance documents.

Job Responsibilities

As a Financial Planning Associate, you will coordinate and perform a range of financial and operational support activities all to serve and support our clients.

Job Requirements

As an Financial Planning Associate, you must possess a professional and service-oriented demeanor with pleasant and business appropriate manners. Our ideal Financial Planning Associate works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with clients and the rest of the team. You much have excellent verbal communication and organization skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.

Additional requirements for the Financial Planning Associate:

Bachelor Degree, preferably in a Business major.

Business Attire

RJ and FINRA require all investment accounts be held in a RJ account for monitoring purposes

Minimum 3 year experience in financial services. Proficiency with Microsoft Office Suite to produce professional documents and document client interactions. Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines.'
'
Work Remotely

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Paid time off
Retirement plan
Vision insurance

Schedule:

Monday to Friday

Ability to commute/relocate:

Chelmsford, MA 01824: Reliably commute or planning to relocate before starting work (Required)

Experience:

Financial services: 3 years (Required)
Administration: 3 years (Required)
Financial planning: 3 years (Required)

License/Certification:

CFP (Preferred)
FINRA License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in andover ma

Financial Planning Associate

Managing Associate - Financial Advisor

Wealth Management Associate

Senior Associate, US Real Estate Debt

Part Time (30 Hours) Associate Banker , Huntington Ave Branch, Boston, MA

Senior Associate - Corporate Finance - Turnaround & Restructuring

Senior Associate - Corporate Finance - Turnaround & Restructuring

Finance Associate

Financial Advisor Associate - North Andover, Massachusetts

Structured Finance Associate, IPP

Registered Wealth Management Client Associate

Private Wealth Management Registered Client Service Associate

Part-Time Financial Associate

Financial Associate II

Associate Financial Analyst

Catastrophe Risk Associate (Remote)

Part Time (30 Hours) Associate Banker, Woburn Branch, Woburn, MA

Associate Director of Financial Aid

BizOps Associate

Financial Associate – BIDMC

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