- Citizens (Boston, MA)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (South Hamilton, MA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Cambridge, MA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Publicis Groupe (Boston, MA)
- …truly value. **Overview** Publicis Sapient is looking for a Senior Manager - Financial Services to lead top-notch technologists to enable real business outcomes for ... our Financial Services clients. You will create impact for some...more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer… more
- Citizens (Osterville, MA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home...clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial … more
- TD Bank (Springfield, MA)
- …in various formats including but not limited to in-person or virtual Instructor-led training (ILT), eLearning, webinars, self-directed learner pathways, and ... to listen and quickly learn about various clients and become a trusted advisor on delivery learning solutions successfully + Ability to prioritize and manage… more
- Lincoln Financial (Boston, MA)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… more
- Zoom (Boston, MA)
- …a sales manager position, excels at live facilitation (both in-person and virtual ), and is adept at translating complex sales strategies into actionable, engaging ... Training to All Field Roles + Facilitate live and virtual training sessions for new hires and experienced field...and ensure field relevancy. + Serve as a trusted advisor and coach to field leaders, supporting frontline managers… more
- Citizens (Boston, MA)
- …the bank's risk appetite. You will serve as a trusted risk advisor , interfacing with business partners to drive meaningful identification and mitigation of ... Principles: A solid understanding of various risk types (eg, operational, financial , compliance, reputational) and risk management methodologies, including COSO and… more
- …cadences. **What You'll Do** **Transformation Advisory** + Serve as a trusted advisor to Heads of Service, Contact Center Directors, and Support Transformation ... + Experience in highly regulated or mission-critical environments (eg, financial services, telecom, healthcare). + Prior hands-on implementation or optimization… more