Top 257 Financial advisor Jobs in Burlington 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
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
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Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
The Bulfinch Group —Needham, MA
- $36,000 - $150,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Senior Financial Advisor, Wealth Management
Sentry Hill —Boston, MA
- $100,000 - $190,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
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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
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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
Vice President, Fiduciary
BNY —Boston, MA
- Full-time
- 6 years
- Office
- Business development
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
Entry Level Financial Representative
Rise North Capital —Nashua, NH
- $60,000 - $100,000 a year
- Full-time
- Office
- High school diploma or GED
- Financial services
- Health savings account
- Disability insurance
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
Financial Advisor
Edward Jones —Woburn, MA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
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
Financial Representative - Entry Level
New England Region - Modern Woodmen of America —Haverhill, MA
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- 3 years
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Waltham, MA
- $90,996 - $105,233 a year
- Full-time
- Hybrid work
- Background check
- Sales
- US work authorization
- Dental insurance
- Vision insurance
Quick Apply
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
5d
Financial Advisor
Edward Jones —Haverhill, MA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training

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financial advisor jobs near burlington 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 advisor jobs in burlington ma

Financial Advisor

Virtual Financial Advisor - Boston, MA

Financial Advisor - Greater Boston, MA

Financial Advisor

Financial Wellbeing Coach, Credit

Senior Financial Advisor, Wealth Management

Financial Advisor

Financial Advisor / Registered Representative / Agent

Vice President, Fiduciary

Wealth Management Trainee (MA)

Managing Associate - Financial Advisor

Entry Level Financial Representative

Financial Advisor (Flexible Hybrid Work Environment)

Financial Advisor

Interim Fiduciary Trust Officer

Financial Services Representative / Financial Advisor

Financial Representative - Entry Level

Financial Advisor

Interim Fiduciary Trust Officer

Financial Advisor

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