Top 94 Wealth management advisor Jobs in Lexington, Ma

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
Entry-Level Financial Advisor
Equitable Advisors —Wellesley Hills, MA
- $31,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability 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
Financial Advisor
Leoforce —Westborough, MA
- $120,000 - $200,000 a year
- 5 years
- Office
- Business development
- Opportunities for advancement
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
11d
VP/Wealth Advisor
AllianceBernstein —Boston, MA
- $175,000 - $200,000 a year
- Full-time
- Senior level
- Communication skills
Advanced Planning Consultant
Commonwealth Financial Network —Waltham, MA
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- Public speaking
- Research
- Mid-level
- Health insurance
- 401(k)
2027 | Americas | Boston | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Boston, MA
- Full-time
- Mid-level
- 2 years
9d
Wealth Planning Associate
Royal Bank of Canada —Boston, MA
- $60,500 - $104,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Wealth Management Advisor (Boston, MA)
TIAA —Boston, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Management Advisor
TIAA —Waltham, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Associate Financial Planner
Strategies for Wealth —Boston, MA
- $90,000 - $100,000 a year
- Computer literacy
- Basic math
- Finance
Quick Apply
Wealth Advisor
Sequoia Financial Group Llc —Burlington, MA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Executive Wealth Services Advisor
Bank of America —Boston, MA
- $177,000 - $300,000 a year
- Full-time
- Microsoft Excel
- CPA
- Customer service
Financial Advisor
First Command Financial Services, Inc. —Burlington, MA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Investment Associate
M&T Bank —Boston, MA
- $34.10 - $56.83 an hour
- Full-time
- Mid-level
- Office
- Finance
Financial Services Advisor
Baystate Financial —Woburn, MA
- $80,000 - $100,000 a year
- Mid-level
- Financial services
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Wealth Consultant
Voya Financial —Boston, MA
- $106,180 - $132,720 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Goldman Sachs —Boston, MA
- $60,000 - $115,000 a year
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance

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wealth management advisor jobs near lexington, ma

Financial Advisor

The Bulfinch Group -
Needham, MA

Quick Apply

Job Details

Full-time
$36,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Opportunities for advancement
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Bachelor's degree
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Financial Advisor

The Bulfinch Group

About the job

The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and the desire to grow professionally?

Are you ready to bet on yourself, set your own pace for success, and earn an income that matches your efforts?

Then it’s time to Team Up With Us at The Bulfinch Group.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

It’s time to put yourself and your clients first. We’re looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and resources you need.

Learn how you can get the support and culture you’re looking for while achieving the vision you have for your future. Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance.

Strong Candidates…

Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development – seeking the privilege of autonomy along with the benefits of joining a dynamic organization
Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile.
Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals
Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; They are not afraid to spark up a conversation and ask for introductions

What you will be doing as a Financial Advisor…

As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

Working with clients to understand their goals, concerns, and current financial information
Analyzing information to create a plan with appropriate financial strategies, products, and services
Developing and maintaining a base of clients who value your input and guidance
Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years
Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts
Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche;
Learning industry-leading sales skills and practices as well as improving and developing existing sales skills.

Training our Financial Advisors:

At The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success. We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA. Through our unparalleled support and training, you will have access to:

Development and training—locally, virtually, and nationally—to support you as you build your practice with us
Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients
Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer-driven study groups
State of the art professional office space
Proprietary financial planning tools and cutting-edge technologies, with industry leading support and training
Leadership and career development opportunities including licensing/designation reimbursement
Must either currently obtain OR work to obtain the SIE, FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 12 months of career launch

Benefits for the Financial Advisor:

Quality people deserve to be recognized for their performance. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes:

Perks of Your Expertise:

Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals.
Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader’s Club, Chairman’s Club, Executive Club, and more. High earning potential with one of the most lucrative contracts in the business
Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
Strategic Mentorship: Engage in mentorship programs designed for senior-level advisors.
Give Back: Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
Compensation for this role is based on commission, and candidates can reasonably expect to earn between $36,000-150,000 in their first year

Qualifications for the Financial Advisor:

Must be a US citizen or permanent resident
4-year college degree
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)

The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7271588.1 Exp 11/26

Job Type: Full-time

Pay: $36,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Application Question(s):

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

Bachelor's (Required)

Ability to Commute:

Needham, MA (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in lexington, ma

Financial Advisor

Entry-Level Financial Advisor

Vice President, Fiduciary

Wealth Management Trainee (MA)

Financial Advisor

Interim Fiduciary Trust Officer

VP/Wealth Advisor

Advanced Planning Consultant

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

Wealth Planning Associate

Wealth Management Advisor (Boston, MA)

Wealth Management Advisor

Associate Financial Planner

Wealth Advisor

Executive Wealth Services Advisor

Financial Advisor

Wealth Investment Associate

Financial Services Advisor

Wealth Consultant

Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston

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