Top 37 Wealth management advisor Jobs in Westborough, 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
11d
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
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Wealth Management Trainee (MA)
Bankers Life —Worcester, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor (Training and CFP Track)
Lead Advisor, LLC —Wellesley, MA
- $82,247.23 - $120,000.00 a year
- Full-time
- No experience needed
- Mid-level
- Business development
- Health insurance
- 401(k)
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13h
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
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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
5d
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing 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
Financial Planner
NYL - Boston —Westborough, MA
- $80,000 - $150,000 a year
- Computer literacy
- Finance
- Math
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor – Wealth Management
Sapers & Wallack —Newton, MA
- Email
- Hybrid work
- Customer service
- 5 years
- Office
- Profit sharing
- Health savings account
Wealth Advisor - South Boston, MA
Citizens Financial Group —South Bolton, MA
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
3d
Financial Services Advisor
Baystate Financial —Westborough, MA
- $80,000 - $100,000 a year
- Mid-level
- Financial services
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Financial Planner
Integrated Financial Partners —Worcester, MA
- From $80,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
CCR Wealth Management —Westborough, MA
- $100,000 - $150,000 a year
- Urgently hiring
- 5 years
- Business development
- Bachelor's degree
Quick Apply
Wealth Advisor - Watertown, MA
Citizens Financial Group —Watertown, MA
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Wealth Advisor - Newton Centre, MA
Citizens Financial Group —Newton, MA
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA
JPMorganChase —Framingham, MA
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
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)
Private Client Relationship Manager
Citizens Financial Group —Franklin, MA
- $83,000 - $104,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance

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wealth management advisor jobs near westborough, ma

Financial Advisor

Armstrong Advisory Group
Needham Heights, MA

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Job Details

Full-time
$70,000 - $110,000 a year
11 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

wealth management advisor jobs in westborough, ma

Financial Advisor

Financial Advisor

Wealth Management Trainee (MA)

Wealth Management Trainee (MA)

Financial Advisor (Training and CFP Track)

Interim Fiduciary Trust Officer

Interim Fiduciary Trust Officer

Registered Wealth Management Client Associate

Wealth Management Advisor

Financial Planner

Financial Advisor – Wealth Management

Wealth Advisor - South Boston, MA

Financial Services Advisor

Financial Planner

Financial Advisor

Wealth Advisor - Watertown, MA

Wealth Advisor - Newton Centre, MA

J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA

Advanced Planning Consultant

Private Client Relationship Manager

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