- Citizens (New Bedford, MA)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Berkshire Bank (Lenox, MA)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
- Wayfair (Boston, MA)
- …We're seeking a highly analytical, passionate, self-motivated individual to join our Category Management team. In this role, you will be dedicated to delivering a ... and negotiate pricing and inventory. You will be responsible for growing sales while improving profitability, as well as identifying new business opportunities… more
- Principal Financial Group (Boston, MA)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- Eastern Bank (Dedham, MA)
- …the success of these endeavors. Through tested techniques, directly engages the branch's management team and platform staff in sales and service coaching ... An office of this size typically has a senior assistant manager who assumes responsibility for managing the daily...+ Takes a lead role among peers in project management , regional sales and service events, general… more
- Berkshire Bank (Westfield, MA)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... - 31 Court St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing… more