Top 252 Financial planner Jobs in Concord, Ma

Vice President, Fiduciary
BNY —Boston, MA
- Full-time
- 6 years
- Office
- Business development
11d
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 / 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 Advisor
Harborline Wealth Advisors —Southborough, MA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
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
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
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 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 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
Financial Advisor
New York Life —Waltham, MA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Paid training
- Health 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
13d
Financial Advisor
Harborline Wealth Advisors —Windham, NH
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Advisors - Career Changers encouraged to apply! Paid Training
Northwestern Mutual —Middleton, MA
- $97,000 - $132,000 a year
- Choose your own hours
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Financial Advisor- Career Changers encouraged to apply
Northwestern Mutual —Boston, MA
- $100,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Fast Track to Management Financial Advisor
New York Life —Andover, MA
- $110,000 - $200,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Paid training
- Health insurance
Quick Apply
8d
Trust Officer
MassMutual —Boston, MA
- $90,500 - $118,700 a year
- Background check
- 3 years
- High school diploma or GED
- Commuter assistance
- Paid holidays
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry Level Financial Representative
Rise North Capital —Braintree, MA
- $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
New York Life —Waltham, MA
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply

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financial planner jobs near concord, ma

Vice President, Fiduciary

BNY -
Boston, MA

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Job Details

Full-time
11 days ago

Qualifications

Business development management
Customer relationship building
Business development
Business development within finance
Account management
Legal compliance
Financial compliance
Wills, trusts & estate law

Full Job Description

We’re seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Boston, MA.

In this role, you’ll make an impact in the following ways:

Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities.
Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors.
Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards.
Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates.
Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth.
Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters.
Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed.

To be successful in this role, we’re seeking the following:

Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
6+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships.
Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable.
Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors.
Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities.
JD, CTFA or CFP strongly preferred; additional professional designations are a plus.
No direct reports; provides guidance and mentorship as needed.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Apply Now

Refine Your Search

financial planner jobs in concord, ma

Vice President, Fiduciary

Financial Advisor - Greater Boston, MA

Financial Advisor / Registered Representative / Agent

Financial Advisor

Virtual Financial Advisor - Boston, MA

Financial Wellbeing Coach, Credit

Registered Investment Advisor

Financial Services Representative / Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Interim Fiduciary Trust Officer

Financial Advisor

Financial Advisors - Career Changers encouraged to apply! Paid Training

Financial Advisor- Career Changers encouraged to apply

Fast Track to Management Financial Advisor

Trust Officer

Wealth Management Trainee (MA)

Entry Level Financial Representative

Financial Advisor

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