Top 1826 Financial representative Jobs in Mansfield, Ma

Financial Solutions Advisor Registration Candidate - North Attleboro Financial Center
Bank of America —North Attleboro, MA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
2d
Entry Level Sales Representative
Power Home Remodeling —Boston, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Norwood, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Insurance Agent
HealthMarkets —Providence, RI
- Mid-level
- 4 years
Outside Sales Representative
Allegiance Trucks —Walpole, MA
- $60,000 a year
- Full-time
- Clean driving record
- Dealership
- Marketing
- Health insurance
- Dental insurance
Quick Apply
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
7d
Automotive Sales BDC Representative
Metrowest Hyundai —Framingham, MA
- $15 an hour
- Full-time
- Background check
- Spanish
- Dealership
- Health savings account
- Health insurance
Quick Apply
9d
Sales Representative
Power Home Remodeling —Norwood, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Brockton, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
9d
Insurance Agent
HealthMarkets —Warwick, RI
- Mid-level
- 4 years
Entry Level Sales Representative
Power Home Remodeling —Waltham, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Sales Representative
Power Home Remodeling —Taunton, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Sales Representative
Power Home Remodeling —Brockton, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
9d
Outside Sales Representative
TIMEPROOFUSA —Braintree, MA
- From $150,000 a year
- Weekends as needed
- Background check
- Mid-level
- Driver's License
- Paid training
- Health insurance
Quick Apply
12h
Sales Representative
Power Home Remodeling —Boston, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Financial Advisor - Providence, RI
Florida Financial Advisors —Cranston, RI
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Representative
DryZone Basement Systems —North Attleboro, MA
- $85,000 - $180,000 a year
- Full-time
- CRM software
- Background check
- Clean driving record
- Paid training
- Health insurance
Quick Apply
6d
HVAC In-Home Sales Representative (3-yr + HVAC Sales Required)
Pro Comfort Control A/C & Heating Installation —Ashland, MA
- $175,000 - $350,000 a year
- Full-time
- Mid-level
- Residential
- Driver's License
- Fuel card
- Health insurance
Quick Apply
3h
Entry Level Sales Representative
Ion Solar —Fall River, MA
- $75,000 - $112,000 a year
- Full-time
- Military encouraged
- In-person
- Reliable transportation
- Paid training
Quick Apply
HVAC Field Service Representative (NE) - $2,000 Sign-On Bonus
Team Horner —Boston, MA
- $28 - $32 an hour
- Overtime
- Mid-level
- 3 years
- Driver's License
- Store discount
- Wellness program
Quick Apply

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Financial Solutions Advisor Registration Candidate - North Attleboro Financial Center

Bank of America -
North Attleboro, MA

Apply Now

Job Details

Full-time
$28.85 - $33.65 an hour
2 days ago

Qualifications

Customer relationship building
High school diploma or GED
Solution selling approach

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele

Required Qualifications:

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Desired Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Schedule: Monday – Fridays and rotating Saturdays

Skills:

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial representative jobs in mansfield, ma

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HVAC Field Service Representative (NE) - $2,000 Sign-On Bonus

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