Jobs in the United States

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Added 1 min ago
Service Advisor
Sutphen Corporation
Urbana, OH
Sutphen is seeking a service advisor to support our service department in Urbana, Ohio.
Added 2 mins ago
Automotive Service Advisor Bill Estes
Asbury
Indianapolis, IN · Zionsville, IN · Brownsburg, IN · Avon, IN · Whitestown, IN · Danville, IN
Must have great customer service, phone and computer skills · Must have a valid driver's license
Added 2 mins ago
Program/Project Manager 5
Lam Research
Tualatin, OR · Tualatin
As the SPM Business Subject Matter Expert in Lam's Digital Transformation program, you'll help shape and deliver the roadmap for modernizing Lam's order fulfillment and execution…
Added 4 mins ago
Senior Digital Account Executive
RR Donnelley
Remote, United States
Account Relationship Management: Serve as a trusted advisor to clients by providing strategic oversight, delivering market insights, and ensuring flawless solution execution in partnership…
Added 5 mins ago
Technical Sales Representative - Casper, WY
VEGA Americas
Casper, WY
…Eastern WY & the Western South Dakota markets, being a trusted advisor, and providing the best products and solutions. As production processes become more complex, our customers rely on…
Added 8 mins ago
Safety Advisor
Safety Management Group, LLC
Indianapolis, IN
…that provides workplace safety consulting, training, staffing, program planning, and implementation. We offer a comprehensive benefits package that includes Medical, Dental, Vision,…
Added 8 mins ago
Senior Security Engineer
Rezilient Health
Remote, United States
Own the vulnerability management program, including scanning, prioritization, remediation tracking, and coordination of penetration tests.
Added 10 mins ago
Seasonal Advisor - Somerset
Warby Parker
Troy, MI
Parker is searching for a well-rounded Seasonal Sales Advisor to help us
Added 10 mins ago
Analyst III - Business Support Clinical
GuideWell
FL
Serves as a clinical data resource expert and trusted advisor to UM leadership and stakeholders
Added 13 mins ago
A
Associate Director, RDU IT - Business Partner, US Commercial
AstraZeneca
Boston, MA · Boston
- $124,320 to $163,170 USD / year
Serve as an IT Business Partner and trusted advisor for assigned US Commercial business areas, aligning technology, data, digital, and AI roadmaps to business priorities.
Added 14 mins ago
FB
Investment Consultant - Lincoln Center, NY
Fidelity Brokerage Services LLC
NY
- $59,000 to $74,000 USD / year
…solutions and growing relationships with a dedicated local…
Added 14 mins ago
FD
VP, Managed Platform Strategy
Fidelity Distributors Company LLC
Boston, MA
- $110,000 to $225,000 USD / year
…investment products, and advisory services into a streamlined advisor experience. FMAX supports advisors in delivering personalized investment solutions while improving operational…
Added 15 mins ago
Refined Products Rail and Truck Scheduling Advisor
Columbus, OH
Cenovus Cares: We believe in the power of purpose-driven work. Our Employee Giving and Volunteering Program, Cenovus Cares, connects our people to our purpose, inspiring action and…
Added 16 mins ago
P
Project Engineer
Pentair
North Aurora, IL
- $82,300 to $152,800 USD / year
Analyze problems, identify issues, and serve as technical advisor to the Pump Services team
Added 17 mins ago
V
Sr. Account Manager, Thermal
Vertiv
Raleigh, NC · Charleston, SC
- $165,000 to $206,000 USD / year
The Sr. Account Manager is a seasoned individual who has developed long-term relationships as a trusted advisor with a portfolio of clients, connecting with key business executives and…
Added 17 mins ago
V
Sr. Account Manager, Power
Vertiv
Anderson, SC
- $165,000 to $206,000 USD / year
The Sr. Account Manager, AC Power is a seasoned account manager who has developed long-term relationships as a trusted advisor with a portfolio of clients, connecting with key business…
Added 17 mins ago
Sales & Operations Advisor
DriveTime Car Sales, LLC
39510 LBJ Fwy Dallas, TX
The Sales and Operations Advisor focus on delivering effective customer interactions by understanding customer needs and matching them with the right vehicle, inventory, and financing…
Added 18 mins ago
AP
Associate Director, RDU IT - Business Partner, US Commercial
Alexion Pharmaceuticals Inc Company
Boston, MA
- $124,320 to $163,170 USD / year
Serve as an IT Business Partner and trusted advisor for assigned US Commercial business areas, aligning technology, data, digital, and AI roadmaps to business priorities.
Added 21 mins ago
Business Communications Senior Advisor - Pharmacy and Care Delivery
The Cigna Group
St. Louis, MO
As a Business Communications Senior Advisor, you will develop and execute communications strategies for key business priorities, initiatives, and leaders across Evernorth’s Pharmacy and…
Added 21 mins ago
Safety & Health Spec/Advisor - Combined Cycle - GA
Black & Veatch Family of Companies
Cartersville, GA
Work up to a 12 hour shift doing hard physical labor in varying temperature extremes and other outside conditions
Added 22 mins ago
Order Management System Lead
Corient Services LLC
United States
This position is required to work onsite 4 days per week · Must have unrestricted work authorization to work in the United States
Added 23 mins ago
Automotive Technician
Dewey Auto Outlet, LLC
Des Moines, IA
…treated RIGHT sound right to you? We hear you! Our PRO TECH program is built to reward your hard work, recognize your contribution and encourage development and grow your…
Added 23 mins ago
Automotive Sales Consultant - Big Star Ford
GL Pearland, LLC
Manvel, TX
Big Star Ford, a Ken Garff Automotive Dealership, is currently looking for a Sales Advisor that aligns with our core values and acts with respect, integrity, growth, humility and teamwork.
Added 23 mins ago
Academic Advisor - Woodbury
Turnbridge
Woodbury, CT
…adolescents receiving treatment at Turnbridge. The Academic Advisor works directly with each client's school district to implement an appropriate academic plan and facilitate coursework for…
Added 23 mins ago
Phlebotomist Site Lead Representative - Hospital
Quest Diagnostics
Dearborn, MI
Annual, no-cost health assessment program Blueprint for Wellness®

Closed listing

Stoneham Bank

Wealth Management Advisor Assistant

Stoneham, MA, United States

This opening has closed.

The original listing is kept below for reference.

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Posting language: English

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Original job description

Archived listing. The details below describe a past opening.

At StonehamBank, we work as a team to achieve the fundamental principles of excellence, service, and trust. Our experience has led us to what we are today, a stable institution that has progressed into the future with its own identity. Banking Opportunities Wealth Management Advisor Assistant – Stoneham, MA Part-Time 20-25 per week (hours are flexible)

Position Summary:

Assists Financial Advisors with day-to-day administration of their Wealth Management Clients such as non-deposit investment products including mutual funds, stocks, bonds, and annuities to bank and non-bank customers.

Duties and Responsibilities:

Interacts daily on the phone and in person with prospective and existing clients to manage basic inquiries.
Processes and follows up on client documentation for proper maintenance of accounts.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Assists Financial Advisors with marketing efforts.
Receives and processes securities. Receives cross-training and assists with other operational functions as required.
Ensures that their own work follows StonehamBank policies and procedures, including but not limited to Fair Lending, Know Your Customer, Bank Secrecy Act, and other applicable anti-money laundering policies.
Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of StonehamBank’s Values “SERVICE.”
Performs additional duties as requested.

Skills and Specifications:

Ability to analyze and research client account information.
Operation of standard office equipment and required software applications to produce correspondence,
Reports, electronic communication, spreadsheets, and databases.
Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
Provides an elevated level of customer service.

Minimum Qualifications (Education, Experience, and Skills):

Bachelor’s degree or equivalent work experience required. Two to five years’ relevant experience required. Strong initiative that drives results and negotiation skills to initiate, develop and secure relationships with new and existing clients. FINRA Licensing preferred: Series 6 & 66

Job Specific Competencies:

Account Management, Accuracy/Mindfulness, Confidentiality, People Skills, Investment Banking Services and Sales Skills.

Physical Demands & Work Environment:

General Office Environment. Ability to access all areas of the Montvale Avenue Office, (main floor and second floor) and all branches. Ability to use equipment necessary to maintain the efficiency of the department, i.e., PC, Fax, photocopier, calculator, and telephone. Must have the ability to effectively communicate both verbally and in written form with management, staff, co-workers, and vendors. Regularly attend outside training and seminars. Constant use of computers requires good visual abilities.

We offer a competitive compensation package including the following:

Dental Insurance Vision Insurance 401K with matching contributions Performance Incentive Plan Free Parking Paid Vacation, Sick, Holiday Wellness Programs including flu clinic Voluntary programs including supplemental Short/Long Term Disability and Cancer benefits Employee Assistance Program (legal, financial, and personal counselling) On-site and online training classes Employee Referral Incentive StonehamBank is an equal opportunity employer and makes employment decisions without regard to race, color, religion, gender, sexual orientation, age, national origin, genetic information, gender identity, disability, marital status, status as a covered veteran, or any other protected status as defined by applicable state and federal laws. EOE / M/F/Disabled/Vet Member FDIC/Member DIF

•

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Skills

Documentation
Cold calling
Securities
Know your customer
Anti-money laundering
Research
Office equipment
Electronic communication
Customer service
Negotiation
Confidentiality
Sales

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Jobs in the United States