Top 36 Financial advisor Jobs in Holden, Ma

Associate Financial Advisor
TPM Placement —Worcester, MA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
3d
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
TPM Placement —Worcester, MA
- $125,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Worcester, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant - Shrewsbury, MA
Fidelity Investments —Shrewsbury, MA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
9h
Financial Professional/Fast Track Management
New York Life —Massachusetts
- $65,000 - $200,000 a year
- Full-time
- Remote
- Sales
- Recruiting
- Master of Business Administration
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor - Western MA Market
Bank of America —Worcester, MA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Planning Associate
Carl P. Sherr & Co. —Worcester, MA
- Email
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Planner
NYL - Boston —Westborough, MA
- $80,000 - $150,000 a year
- Customer service
- Computer literacy
- Finance
- Disability insurance
- Health insurance
Quick Apply
5d
Associate Financial Advisor
Transcend Practice Management —Worcester, MA
- $100,000 - $125,000 a year
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
3d
Wealth Advisor - South Boston, MA
Citizens Financial Group —South Bolton, MA
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
Financial Advisor
CCR Wealth Management —Westborough, MA
- $100,000 - $150,000 a year
- Urgently hiring
- 5 years
- Business development
- Bachelor's degree
Quick Apply
Financial Services Advisor
Baystate Financial —Westborough, MA
- $80,000 - $100,000 a year
- Mid-level
- Financial services
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Worcester, Massachusetts
TD Bank —Worcester, MA
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Paid time off
7h
Licensed Financial Advisor - Life & Health Insurance
NYL - Boston —Westborough, MA
- $50,000 - $150,000 a year
- Mid-level
- Financial services
- Disability insurance
- Health insurance
Quick Apply
Trust Administrator
Fletcher Tilton P.C. —Worcester, MA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Financial Solutions Advisor Registration Candidate - Ashland Financial Center
Bank of America —Ashland, MA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
9d
J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA
JPMorganChase —Framingham, MA
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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financial advisor jobs near holden, ma

Associate Financial Advisor

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$100,000 - $125,000 a year
3 days ago

Benefits

Paid training
Health insurance
401(k)
401(k) matching
Retirement plan

Qualifications

Customer communication
Wealth management
Financial client presentations
Research
Financial analysis
Bachelor's degree
Data interpretation
Financial services
Series 65
Experience practicing in the securities industry

Full Job Description

Associate Financial Advisor

Location: Worcester, MA

Compensation: $100,000 to $125,000 + bonus

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families and institutions. As a close knit team, we foster a culture where our employee contributions matter, ideas are valued and work directly supports the success of our clients and team.

We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our client’s fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are looking for a highly motivated Associate Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions. There is tremendous room for growth for the right candidate! A successful candidate will value building meaningful relationships with clients and assisting them in their financial investment needs.

Some of the top qualities that we seek in new team members include:

● A sincere commitment to both client and team success

● Reliability, integrity, and resilience

● Exceptional communication skills, both written and verbal

● Detail oriented

● Strong communication skills

● Autonomous self-starter

● Excellent interpersonal skills

● Careful listening skills

● Comfortable working in a fast-paced, feedback-driven environment

● Professional demeanor and a team player

As an Associate Financial Advisor, you will nurture our strong and consistent referral streams and service our existing clients while deepening those relationships. You will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm’s mission, follow up on any action items and take ownership to manage client expectations and deliverables.

In your new role, you can expect to:

● Monitor and cultivate incoming warm leads from our highly productive referral networks.

● Conduct periodic reviews, track changes in client’s financial situations, analyze plan performance, and recommend strategy adjustments.

● Assist lead advisors by conducting client research and preparing for meetings.

● Deliver an exceptional client experience and build deep client relationships.

● Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives.

● Interview clients to assess income, expenses, risk tolerance, and goals.

● Prepare financial plans and coordinate with the investment committee.

● An interest in investment strategy is welcomed, though this role is not responsible for making investment decisions.

● Adhere to regulatory standards and the firm’s compliance policies, maintaining high ethical standards and client confidentiality.

● Work closely with the client service team and participate in coaching from lead advisors to develop client acquisition and advisory skills.

● Schedule client appointments, address client inquiries and handle follow-up tasks.

Qualifications for this role include:

● Bachelor's Degree from an accredited college or university

● Series 66 or 65 required, CFP or CFA a plus

● 3-5 years in a similar role

● Proficiency with computer programs, including Microsoft Office Suite

● Familiarity with Schwab, Advyzon, and RightCapital is a plus

● Strong analytical skills

● Exceptional listening, verbal, and written communication skills

● Ability to manage multiple projects and deadlines, with keen attention to detail

● Comfortable with presentations and client-facing interactions

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Pay: $100,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid training
Retirement plan

Education:

Bachelor's (Required)

Experience:

Wealth management: 3 years (Required)
Financial services: 3 years (Required)

License/Certification:

CFP (Preferred)
Series 65 (Required)

Ability to Commute:

Worcester, MA 01604 (Required)

Work Location: Hybrid remote in Worcester, MA 01604

Quick Apply

Refine Your Search

financial advisor jobs in holden, ma

Associate Financial Advisor

Financial Advisor (Flexible Hybrid Work Environment)

Financial Advisor

Wealth Management Trainee (MA)

Financial Consultant - Shrewsbury, MA

Financial Professional/Fast Track Management

Financial Solutions Advisor - Western MA Market

Financial Planning Associate

Registered Wealth Management Client Associate

Financial Planner

Associate Financial Advisor

Wealth Advisor - South Boston, MA

Financial Advisor

Financial Services Advisor

Financial Advisor - Worcester, Massachusetts

Licensed Financial Advisor - Life & Health Insurance

Trust Administrator

Financial Solutions Advisor Registration Candidate - Ashland Financial Center

J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA

Relationship Manager – Private Wealth & Tax Solutions

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