242
financial consultant jobs in Boston, MA
Digital Federal Credit Union / DCU —Waltham, MA
Work with branch and credit union staff to identify referral candidates. Communicate daily with clients providing trade settlement information, coordinating the…
Estimated: $71.2K - $90.2K a year
New York Life Insurance Company & NYLIFE Securities —Boston, MA
In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients…
Estimated: $65,000 - $150,000 a year
Quick Apply
Thrivent —Boston, MA
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Up to $150,000 a year
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The Bulfinch Group —Needham, MA
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses). Proprietary financial planning tools and cutting-edge…
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New York Life Insurance Company —Waltham, MA
Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to…
Estimated: $90,000 - $300,000 a year
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Citizens —Boston, MA
The successful Private Wealth High Net Worth Senior Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc…
Northwestern Mutual —Woburn, MA
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$80,000 - $200,000 a year
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3d
Northwestern Mutual —Boston, MA
Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$70,000 - $110,000 a year
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Raymond James Financial —Boston, MA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
Estimated: $46.6K - $59K a year
Communities For People, Inc —Boston, MA
Depending on the program, must complete MAP (Medication Administration Program) certification within 3 months of hire date. $500 on 6-month anniversary.
Estimated: $19.00 - $19.50 an hour
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The Bulfinch Group —Needham Heights, MA
This is an exciting role, perfect for an aspiring financial professional who wants to learn in a fast-paced environment and grow their own skills.
$70,000 - $80,000 a year
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Express Employment Professionals —Newton, MA
Strong track record of building your own book of business and generating new clients. Help clients with cash flow management. Close on wealth management leads.
$100,000 a year
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Marjon Advisors —Boston, MA
Bachelor's degree in Accounting, Finance, or a related field. Manage processes for financial forecasting, budgets and consolidation and reporting to the Company…
Estimated: $50 - $65 an hour
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5h
Communities For People, Inc —Boston, MA
*Must have valid driver’s license and vehicle*. Master’s in social work or related field. Assist LIFE Program staff to develop individualized behavior…
Estimated: $55,000 - $70,000 a year
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Northwestern Mutual —Boston, MA
BS degree in Finance or related field. Assess client’s overall financial picture, understand their needs and develop a solid financial plan.
$97,000 - $110,000 a year
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TPM Placement —Needham Heights, MA
Bachelor’s degree in finance, business, or a related field; FPQP® or CFP® designation is a plus. Create and maintain accurate financial plans using eMoney and…
Estimated: $75,000 - $85,000 a year
Quick Apply
3d
Northwestern Mutual —Woburn, MA
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$80,000 - $100,000 a year
Quick Apply
10d
Forthright Capital Partners —Boston, MA
Series 65/66 license (Preferred). Must obtain non-resident license in one of the following states: FL, NJ, IL, MI, OH, MN, MA, WA, CT, PA, TX, VA, GA, AZ, or NY…
Estimated: $95,000 - $130,000 a year
Quick Apply
Rise North Capital —Braintree, MA
We will provide you with the tools and teach you the skill sets you need* to succeed in building and maintaining client relationships, as well as the leadership…
Estimated: $57,600 - $115,000 a year
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Northwestern Mutual —Woburn, MA
Analyze securities and financial market trends. Spread the word about important financial issues. Work Location: Hybrid remote in Woburn, MA 01801.
$80,000 - $200,000 a year
Quick Apply
10d
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