Top 2142 Financial representative Jobs in Newton 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
7d
Sales Representative
Xponential Fitness —Wellesley, MA
- Part-time
- Computer literacy
- English
- Travel
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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
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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
Distributor Sales Representative
Costa Fruit and Produce Company —Boston, MA
- $75,000 - $100,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Dental insurance
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Insurance Sales Agent - Marlborough
First Technology Federal Credit Union —Marlborough, MA
- $34,800 a year
- Email
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
2d
Outside Sales Representative
Coastal Consultants —Braintree, MA
- From $70,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Paid training
- Mileage reimbursement
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Licensed Insurance Agent (P&C Licensed)
GEICO Local Office | Burlington, MA —Burlington, MA
- $65,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
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1d
Outside Sales Representative – $75K–$100K+ Potential
Summit Growth Group —Boston, MA
- $55,000 - $120,000 a year
- Contract
- Background check
- Pass drug screening
- English
- Professional development assistance
- Flexible schedule
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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 / 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
Outside Sales Representative
American Standard Home Services —Boston, MA
- $96,000 - $250,000 a year
- Weekends as needed
- Background check
- Pass drug screening
- Mid-level
- Flexible schedule
Quick Apply
Residential Sales Representative
Confidential —Norwood, MA
- From $70,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Outlook
- Travel reimbursement
- 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
Hybrid Insurance Agent- Saugus
AAA Northeast —Saugus, MA
- From $26.95 an hour
- Full-time
- Hybrid work
- Customer service
- Research
- Mid-level
- Disability insurance
- Health insurance
6h
Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
3d
Outside Sales Representative
Allegiance Trucks —Walpole, MA
- $60,000 a year
- Full-time
- Clean driving record
- Dealership
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Principal Solution Architect, Financial Services/CBS
Bain & Co. —Boston, MA
- $168,500 - $234,500 a year
- Full-time
- Azure
- 11+ years
- Office
- Wellness program
- Paid holidays
Quick Apply
Sales Representative + Sign-on Bonus
DaBella —Middleton, MA
- $70,000 - $90,000 a year
- Full-time
- Spanish
- Driver's License
- Travel
- Paid training
- Mileage reimbursement
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 representative jobs near newton ma

Financial Advisor

Armstrong Advisory Group
Needham Heights, MA

Quick Apply

Job Details

Full-time
$70,000 - $110,000 a year
7 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 representative jobs in newton ma

Financial Advisor

Sales Representative

Financial Advisor - Greater Boston, MA

Automotive Sales BDC Representative

Distributor Sales Representative

Insurance Sales Agent - Marlborough

Outside Sales Representative

Licensed Insurance Agent (P&C Licensed)

Outside Sales Representative – $75K–$100K+ Potential

Virtual Financial Advisor - Boston, MA

Financial Advisor / Registered Representative / Agent

Outside Sales Representative

Residential Sales Representative

Financial Advisor (Flexible Hybrid Work Environment)

Hybrid Insurance Agent- Saugus

Senior Client Service Associate

Outside Sales Representative

Principal Solution Architect, Financial Services/CBS

Sales Representative + Sign-on Bonus

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

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