Financial advisor jobs in Needham, MA and nearby (80 jobs)

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Boston, MA

5+ years of experience as a Financial Advisor or Wealth Advisor

Wealth Advisor- Existing Clients | No Prospecting

Claire Myers Consulting

Wellesley, MA

They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.

Associate Financial Advisor

Claire Myers Consulting

Woburn, MA

Life & Health Insurance license required · Series 7 license required

Financial Advisor Team Leader

M&T Securities

Boston, MA

• $103,900 to $173,100 USD / year

Lead a team of Financial Advisors serving clients across M&T's New England market, including Boston, New Hampshire and Vermont. This role is responsible for coaching and developing…

Wealth Advisor

M&T Securities

Boston, MA

State Life/Variable Insurance License required

Internal Strategic Financial Consultant

Massachusetts Mutual Life Insurance Co.

Boston, MA

In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services

Financial Advisor (Multiple Levels) - Lowell, Massachusetts

TD Bank, N.A.

Lowell, MA

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment…

Financial Advisor

First Command Financial Services, Inc.

Burlington, MA

If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your…

Sr. Family Office Financial Planner

RWA Wealth Partners LLC

Boston, MA

The Sr. Family Office Financial Planner will have a well-developed understanding of the wealth management industry and will have a passion for financial planning, client engagement and high…

Financial Advisor

Grimes & Company Wealth Management LLC

Westborough, MA

• $110,000 to $200,000 USD / year

Series 65 license required or ability to obtain within the required timeframe

FINANCIAL ADVISOR

Direct Staffing Inc

Cambridge, MA

Looking for a Financial Advisor that would relate to the membership base for MIT Federal Credit Union. Consultative approach to Financial Planning.

Certified Financial Planner/Consultant

Make Your Move

Reading, MA

Must have experience with financial planning software (E-money, Money guide) as well as investment analysis software (Morningstar, etc.)

Financial Advisor - Retirement Plans

CAPTRUST

Boston, MA

Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST!

Wealth Advisor

EP Wealth Advisors

Norwood, MA

• $40,000 to $120,000 USD / year

The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding…

Investment Specialist, Multi Asset Solutions

WMC Wellington Management Company LLP

Boston, MA

Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular…

Wealth Advisor

TIAA

Waltham, MA

• $80,000 to $95,000 USD / year

Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape…

Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability

Markel Service Inc.

Boston, MA

Investigate, negotiate and settle complex primary and excess policy professional liability claims for lawyers, accountants and financial advisors insureds.

Financial Advisor

Modera Wealth Management

Westwood, MA · Boston, MA

We are looking for a Financial Advisor in Westwood/Boston, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class…

Retirement Financial Advisor

Company 19 - John Hancock Life Insurance Company (U.S.A.)

Boston, MA

…while helping clients achieve their retirement, investment, and financial planning goals. Unlike many financial advisor roles that require extensive cold calling and self-generated…

Financial Consultant - Burlington, MA

Fidelity Brokerage Services LLC

Burlington, MA

• $60,000 to $75,000 USD / year

Insurance license required

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice President - Boston

Campus

Boston, MA

Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full…

Wealth Advisor

Aprio

Boston, MA

• $150,000 to $250,000 USD / year

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while advising families on building, preserving and managing their wealth. At Aprio, we provide…

Financial Advisor

CCR Wealth Management

Lynn, MA

CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear…

Financial Advisor

CCR Wealth Management

Westborough, MA

CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear…

Commercial Financial Consultant-Lowell/New Hampshire

Rockland Trust

Lowell, MA

Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in…