Top 121 Wealth manager Jobs in Braintree, 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
Client Services Administrator (Wealth Management)
Precision Private Wealth —Wellesley Hills, MA
- $32 - $35 an hour
- Part-time
- Hybrid work
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
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Senior Financial Advisor - Hybrid
Twelve Points Wealth Management —Concord, MA
- $125,000 - $275,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Business development
- Health insurance
- Dental insurance
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12d
Senior Marketing Project Manager – Wealth Management
Daley and Associates —Boston, MA
- $55 - $65 an hour
- Contract
- Hybrid work
- 5 years
- Office
- Bachelor's degree
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3d
VP, Financial Consultant - Framingham, MA
Charles Schwab —Framingham, MA
- $75,000 - $95,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
8d
Wealth Management Trainee (MA)
Bankers Life —Middleboro, MA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
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Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
VP, Financial Consultant - Boston, MA
Charles Schwab —Boston, MA
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Interim Fiduciary Trust Officer
Beacon Hill Staffing Group —Medfield, MA
- $35 - $43 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
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Client Service Associate - Argent Wealth Management
HighTower Advisors —Waltham, MA
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
11d
Interim Fiduciary Trust Officer
Beacon Hill Staffing Group —Medfield, MA
- $35 - $43 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
10d
VP/Wealth Advisor
AllianceBernstein —Boston, MA
- $175,000 - $200,000 a year
- Full-time
- Senior level
- Communication skills
2027 | Americas | Boston | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Boston, MA
- Full-time
- Mid-level
- 2 years
8d
Private Wealth Management Wealth Management Associate
Morgan Stanley —Boston, MA
- $68,000 - $120,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Sr. Wealth Strategist
Northern Trust Corp. —Boston, MA
- $137,400 - $240,400 a year
- Full-time
- Business development
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Wealth Planning Associate
Royal Bank of Canada —Boston, MA
- $60,500 - $104,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Wealth Advisor
Aprio —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Profit sharing
- Wellness program
10d
Senior Wealth Financial Planner
CAPTRUST —Boston, MA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
11d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Boston, MA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
2027 Summer Private Equity Junior Analyst
Heritage Holding —Boston, MA
- Full-time
- Office
- Communication skills
- Entry level
Quick Apply

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Financial Advisor

Armstrong Advisory Group
Needham Heights, MA

Quick Apply

Job Details

Full-time
$70,000 - $110,000 a year

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

wealth manager jobs in braintree, ma

Financial Advisor

Client Services Administrator (Wealth Management)

Senior Financial Advisor - Hybrid

Senior Marketing Project Manager – Wealth Management

VP, Financial Consultant - Framingham, MA

Wealth Management Trainee (MA)

Wealth Management Trainee (MA)

VP, Financial Consultant - Boston, MA

Interim Fiduciary Trust Officer

Client Service Associate - Argent Wealth Management

Interim Fiduciary Trust Officer

VP/Wealth Advisor

2027 | Americas | Boston | Wealth Management, Private Wealth Management | New Associate

Private Wealth Management Wealth Management Associate

Sr. Wealth Strategist

Wealth Planning Associate

Wealth Advisor

Senior Wealth Financial Planner

Senior Wealth Advisor

2027 Summer Private Equity Junior Analyst

I want to receive the latest job alert for wealth manager in braintree, ma

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