Top 255 Financial advisor Jobs in Reading, Ma

Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
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
Financial Advisors - Career Changers encouraged to apply! Paid Training
Northwestern Mutual —Woburn, MA
- $97,000 - $132,000 a year
- Choose your own hours
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
7d
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
Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
VP, Financial Consultant - Boston, MA
Charles Schwab —Boston, MA
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
3h
Entry Level Financial Representative
Rise North Capital —Braintree, MA
- $60,000 - $100,000 a year
- Full-time
- Office
- High school diploma or GED
- Financial services
- Health savings account
- Disability insurance
Quick Apply
12d
Financial Advisor
New York Life —Waltham, MA
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative - Burlington, MA
Fidelity Investments —Burlington, MA
- $45,000 - $75,000 a year
- Full-time
- Office
- Financial services
- Entry level
- Paid training
- Loan repayment program
5d
Associate Research - Healthcare Services
Citizens Financial Group —Boston, MA
- $110,000 - $150,000 a year
- Full-time
- Background check
- Computer science
- Computer Science
- Health insurance
- Dental insurance
Wealth Planning Associate
Royal Bank of Canada —Boston, MA
- $60,500 - $104,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Wealth Advisor
Sequoia Financial Group Llc —Burlington, MA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Wealth Management Associate
Moody Street Group —Boston, MA
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Tuition reimbursement
Quick Apply
District Advisor
First Command Financial Services, Inc. —Burlington, MA
- 7 years
- Office
- Bachelor's degree
Financial Advisor
Manulife —Boston, MA
- $59,000 - $98,300 a year
- Full-time
- Bachelor's degree
- Senior level
- AD&D insurance
- Paid holidays
Wealth Consultant
Voya Financial —Boston, MA
- $106,180 - $132,720 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Associate, Financial Advisor, Peabody, MA
Santander Bank —Peabody, MA
- $61,875 - $105,000 a year
- Mid-level
- Finance
- Business development
Wealth Management Associate
Gray, Gray & Gray, LLP —Canton, MA
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Private Wealth, Investment Specialist (Boston, MA)
Citizens Financial Group —Boston, MA
- $100,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance

I want to receive the latest job alert for financial advisor in reading, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near reading, ma

Financial Wellbeing Coach, Credit

Operation Hope -
Boston, MA

Quick Apply

Job Details

Full-time
$64,000 - $67,000 a year

Qualifications

Writing skills
Word embeddings
Financial client presentations
Cultural competency
Productivity software
Workshop facilitation experience

Full Job Description

Job Description

Financial Wellbeing Coach – Credit & Money Management

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).

POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!

KEY RESPONSIBILITIES:

Financial Coaching:
- Recruit, build trust, and lead clients to achieve strategic performance objectives.
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.

Workshop Facilitation
- Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Build productive relationships with Bank Partners for shared Client relationships.
- Offer both virtual and in-person workshops as requested.

Client Relationship Management:
- Establish and maintain strong relationships with clients, fostering trust and open communication.
- Encourage clients to enroll through the client portal, available on our website.
- Coach client via Zoom, phone and in-person appointments.
- Monitor clients' progress towards financial goals through Dynamics, our client relationship software.

Resource Referral and Community Engagement
- Connect clients with relevant resources, services, and financial products that align with their goals.
- Attend community and networking events.
- Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Documentation and Reporting
- Maintain accurate and detailed records of client activities, impact, and success stories.
- Ensure all data entered has been captured in our CRM system, Dynamics.

QUALIFICATIONS

Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
Ability to meet monthly, quarterly, and annual production goals as assigned.
Multitask oriented with the ability to initiate, manage, and maintain several projects and
program relationships simultaneously.
Serve as the liaison with the partner and community.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Excellent communication and interpersonal skills.
Ability to meet deadlines and maintain effective time management.
Empathetic and patient approach in working with individuals from diverse backgrounds.

REQUIRED SKILLS AND EDUCATION

Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Self-starter with a demonstrated ability to work with minimal hands-on direction.
Empathetic and patient approach while working with individuals from diverse backgrounds.
Professional demeanor and attire will be required in this position.
This job requires personal transportation for travel within the designated market area.

PREFERRED SKILLS

Experience using Customer Relationship Management programs.
Knowledge of interpreting Credit Report information.
Experience building and maintaining financial budgets.

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Quick Apply

Refine Your Search

financial advisor jobs in reading, ma

Financial Wellbeing Coach, Credit

Financial Advisor / Registered Representative / Agent

Financial Advisors - Career Changers encouraged to apply! Paid Training

Financial Advisor

Managing Associate - Financial Advisor

Wealth Management Trainee (MA)

VP, Financial Consultant - Boston, MA

Entry Level Financial Representative

Financial Advisor

Financial Services Representative - Burlington, MA

Associate Research - Healthcare Services

Wealth Planning Associate

Wealth Advisor

Wealth Management Associate

District Advisor

Financial Advisor

Wealth Consultant

Associate, Financial Advisor, Peabody, MA

Wealth Management Associate

Private Wealth, Investment Specialist (Boston, MA)

I want to receive the latest job alert for financial advisor in reading, ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected