Top 43 Cfa Jobs in Northborough, Ma

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
13d
Principal Consultant – Utility Return on Equity & Cost of Capital Specialist
Concentric Energy Advisors, Inc. —Marlborough, MA
- $114,000 - $161,000 a year
- Full-time
- Hybrid work
- 3 years
- Organizational skills
- Senior level
- Dental insurance
- 401(k)
Quick Apply
Research Analyst
Ballentine Partners, LLC —Waltham, MA
- $85,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Disability insurance
Quick Apply
Portfolio Associate
Ballentine Partners, LLC —Waltham, MA
- $85,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
10d
Senior Financial Analyst
Dassault Systèmes —Waltham, MA
- $125,000 - $160,000 a year
- 6 years
- Office
- Finance
- Paid holidays
- Disability insurance
Financial Analyst
Computacenter —Westwood, MA
- CPA
- Mid-level
- Office
Investment Analyst
Ascensus —Newton, MA
- $60,000 - $120,000 a year
- Online Application
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Wellesley Hills, MA
- $45,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
13d
Portfolio Manager
Ballentine Partners, LLC —Waltham, MA
- $115,000 - $160,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
- Paid parental leave
- Disability insurance
Quick Apply
10d
Senior Accountant II
MutualOne Bank —Framingham, MA
- $63,549 - $97,512 a year
- Full-time
- Hybrid work
- Oracle
- CPA
- Mid-level
Quick Apply
Director of Revenue Growth Management
Cumberland Farms, Inc. —Westborough, MA
- $175,000 - $200,000 a year
- 8 hour shift
- CPA
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Principal, Private Investment Technology
Wellington Management —Needham, MA
- $120,000 - $225,000 a year
- Email
- System design
- Office
- Java
- Commuter assistance
- Health savings account
Head of Investor Relations
Novanta —Bedford, MA
- $205,700 - $307,500 a year
- Full-time
- Office
- Finance
- Analysis skills
Wealth Management Advisor
TIAA —Waltham, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Strategic Finance Manager
Tripleseat —Concord, MA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
- Commuter assistance
- Disability insurance
Quick Apply
Director, Internal Audit - Finance, Treasury & Capital
First Technology Federal Credit Union —Marlborough, MA
- $164,000 - $197,000 a year
- Email
- CPA
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
12d
Front Office Credit Risk Analyst, Officer (Onsite)
State Street —Boston, MA
- $70,000 - $118,750 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Sr. Financial Analyst – Global Functions
Thermo Fisher Scientific —Waltham, MA
- $103,100 - $154,700 a year
- Full-time
- Oracle
- CPA
- 5 years
- Commuter assistance
- Paid parental leave
12d
Director, Private Fixed Income - SLC Management
Sun Life —Wellesley Hills, MA
- Email
- Office
- Microsoft Office
- 3 years
- AD&D insurance
- Health insurance
2d
Sales Support and Effectiveness Strategist
State Street —Boston, MA
- $160,722 - $215,000 a year
- Online Application
- Hybrid work
- 7 years
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance

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Financial Advisor

TPM Placement
Worcester, MA

Quick Apply

Job Details

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

Benefits

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

Qualifications

Customer communication
Wealth management
Interpersonal skills
Financial client presentations
Research
Series 7
Bachelor's degree
Attention to detail
Customer relationship management
Data interpretation
Financial services
Productivity software
Experience practicing in the securities industry

Full Job Description

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 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 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
3-8 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: 4 years (Required)
Financial services: 4 years (Required)

License/Certification:

Series 7 (Required)
CFP (Preferred)
Series 65 (Required)

Ability to Commute:

Worcester, MA 01608 (Required)

Work Location: Hybrid remote in Worcester, MA 01608

Quick Apply

Refine Your Search

cfa jobs in northborough, ma

Financial Advisor

Principal Consultant – Utility Return on Equity & Cost of Capital Specialist

Research Analyst

Portfolio Associate

Senior Financial Analyst

Financial Analyst

Investment Analyst

Wealth Management Associate

Portfolio Manager

Senior Accountant II

Director of Revenue Growth Management

Principal, Private Investment Technology

Head of Investor Relations

Wealth Management Advisor

Strategic Finance Manager

Director, Internal Audit - Finance, Treasury & Capital

Front Office Credit Risk Analyst, Officer (Onsite)

Sr. Financial Analyst – Global Functions

Director, Private Fixed Income - SLC Management

Sales Support and Effectiveness Strategist

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