- Citizens (North Attleboro, MA)
- …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending...and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion… more
- Atria Wealth Solutions (Lunenburg, MA)
- Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. ... and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team...+ 11+ paid holidays + 401(k) that includes a Safe Harbor Match of up to 4%. + Tuition… more