Finance Advisor Jobs in Easton, MA

Vector Private Wealth Vector Private Wealth Management LLC is a private wealth management firm founded in 2016 and located in Boston, Massachusetts. "Value Through Scale" A simple proposition: better quality at a lower cost. By leveraging the economies of flexible on-demand deployment within a deep network of resources and a disciplined focus on the client, we can offer a superior suite of services at a lower TCO relative to do-it-yourself or restrictive narrow-scope product. As a result, we deliver an ideal synthesis model: advanced wealth optimization at a lower cost. ********************************* Role Description This is a full-time hybrid role for a Private Wealth Advisor at Vector Private Wealth Management LLC. The Private Wealth Advisor will be responsible for financial planning, business relationship management, estate planning, and investments. The role is located in Boston, MA 3 days a week, with some work from home flexibility. Qualifications Financial Planning and Certified Financial Planner skills Business Relationship Management expertise Estate Planning knowledge Experience in Investments Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work independently and in a team Bachelor's degree in Finance, Economics, or related field Willingness to obtain Series 7 CFP Certified Financial Planner is a plus WORK AUTHORIZATION REQUIREMENTS: US work authorization is required Contact Information: Ashley Harris *****************************

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience • Build personalized, holistic financial plans tailored to every client's unique needs • Manage your client's financial plans to help them achieve their goals • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) • Additional income structure to support training and early development • Renewal income earned for continued client support and policy management • Bonus programs and expense allowances • Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more • Certified Financial Planner licensing support2 • Fully company-funded retirement package and pension plan • Competitive and comprehensive medical, vision, and dental plans • Life Insurance and Disability Income Insurance • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor's degree • Entrepreneurial ambitions to be a business owner • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • Proficient critical thinking skills • Strong communicator • Strong sense of motivation and drive • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4 • Unsurpassed financial strength with total company assets of $366 billion5 • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management • Fortune 500 company (June 2024) • Forbes' Best Employers for Diversity (2023) • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) • 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Financial Advisor, Mashpee, MAMashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. USA Job Function Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Essential Functions/Responsibility Statements: Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications Bachelor's Degree or equivalent work experience. 5+ years of work experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Degrees such as an MBA, CFP, CHLU or CHFC preferred. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities Thorough understanding of economic principles and compliance standards Very strong interpersonal communication skills, complemented by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to 50 pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Mashpee, MA, Mashpee Other Locations: Massachusetts-Mashpee Organization: Santander Bank N.A. Salary: $56,250 - $102,500/year

The Opportunity Unlike others in the industry Bleakley Financial Group truly focuses on their client's best interest. We are hiring a Financial Planner that will offer top services to support Bleakley's Wealth Advisor and his/her clients. Location, On-Site: Burlington, MA Title: Financial Planner As an integral part of Bleakley Financial Group, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more. Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions. Serve as first points for clients and actively participate in client and prospective client meetings. Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Manages time and resources efficiently and effectively to bring compounding value and excellence to clients. Translate clients' investment goals into meaningful business opportunities. Follow risk management practices by adhering to the company's policies and procedures. Complete ad hoc projects as needed as per direction of the Wealth Advisor. Required Qualifications: Bachelor's Degree preferably in Finance. CFP a plus. Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines. Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. Long-term investment mindset geared toward meeting client/investor expectations. Analytical thinker with ability to adapt quickly to a high growth, fast paced environment. Outstanding presentation skills and strong mindfulness to details. Licenses/Certifications, Required: Series 6, 63 or 7. Life & Health Insurance preferred or will be required to obtain within first 90 days of employment. Right to Revise: This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Hours: 8:30am-4:30pm M-F Some evenings required for client events Salary: $65,000-$70,000 Benefits: Health insurance PTO Bonuses based on performance Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

New England Private Wealth Advisors, LLC is a well-established Registered Investment Advisor (RIA) managing over $2.9 billion in assets as of 12/31/2024. We provide comprehensive wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients nationwide. Our firm fosters a team-oriented, client-focused environment with a commitment to fiduciary excellence and personalized financial planning. We are seeking a motivated, detail-oriented professional with strong communication skills and a passion for wealth management to join our successful, tight-knit team. The ideal candidate values teamwork, continuous learning, and delivering the highest standard of client care. Key Responsibilities: The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include: Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks. Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs. Working closely to support senior advisors with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks. Qualifications: Bachelor's degree and minimum 1-3 years of relevant financial services experience required. CFP certification or CFP candidacy strongly preferred. Exceptional organizational, problem-solving, and communication skills. Proficiency in Microsoft Office and adaptability to new technologies. Ability to work both independently and collaboratively in a team environment. Professionalism, integrity, and a client-first mindset are essential. Must be willing to work onsite in our Wellesley, MA office. This position is not hybrid or remote. Reliable transportation required (no public transit available). How to Apply: Please submit your resume and salary requirements to ************************.

An established private equity firm is seeking an Investor Relations Associate to join their team. This individual will be based in Boston and is tasked with supporting a diverse team of investor relations professionals in their daily efforts to maintain and expand the firm's AUM. Responsibilities: Draft responses to RFPs and DDQs from existing or prospective investors. Update marketing materials to assist client officers with successfully securing new funding for the firm's numerous strategies. Maintain the team's investor pipeline, researching investors and keeping track of investor communications. Perform market and competitor research. Respond to ad hoc internal and external inquiries. Requirements: Bachelor's degree 2 years of experience 1-3 years of experience in financial services, investment management, or investment banking.

We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We believe in the planning process and creating an in-depth, comprehensive, and uniquely tailored plan for every client that we touch. We pride ourselves on providing white glove service to our clients and incorporating care into every service we offer. Our team is small, committed, and highly collaborative. We support one another and all genuinely like each other. Additionally, our dedication to and support of our community is something we are incredibly proud of. Our firm is growing, and we are now seeking our next Financial Planner. In this role, you will develop and nurture long term relationships with clients, manage client relationships, and provide advanced financial planning and investment solutions. You will engage with prospective clients identified through our leads system and by expanding your personal network to generate new business opportunities and referrals. You will support the discovery and onboarding process with prospective and new clients, prepare for and participate in client meetings, take notes, follow up on any action items, and take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions for the client set you are managing and support other members of the advisory team in these areas. You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-income earners and high-net-worth clients. You have a high degree of empathy, and people trust you easily because you are genuine, authentic, and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail and are an extraordinary communicator. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. Responsibilities Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience Prepare agendas for client meetings and ensure timely completion of post-meeting action items Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation Collaborate with the team to deliver prompt and thorough client service Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions Develop relationships with Centers of Influence to obtain potential client referrals Actively drive new business and attract new clients to the firm Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business Maintain accurate records of client interactions and information in the CRM system Represent the firm in a positive and professional manner Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures Qualifications Bachelor's degree, preferably in finance, financial planning, or a related field required CFP designation required 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels Experience working with various custodial platforms (Schwab, Fidelity, etc.) Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar software preferred Proficient in Excel, PowerPoint, and Outlook A genuine interest in serving and caring for clients Subject matter expert in financial planning and complex client cases Excellent verbal, written, presentation, listening, and interpersonal communication skills Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems Must be organized, detail-oriented and able to manage and prioritize tasks

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Our Common Bonds: Community Support Quality Family Life Financial Security Do you want to: Grow professionally and as a person? Be in a leadership role? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives MUST HAVE TWO YEARS FULL TIME WORK EXPERIENCE. MUST BE U.S. CITIZEN OR PERMANENT RESIDENT. Learn More About Us Here

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for an entry level candidate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $24/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners? Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options. Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network. Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth. Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills. Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility. Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being. ...but that's enough about us, let's talk about you! As a Private Client Advisor, you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners. Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads. Provide expert advice on residency & citizenship planning to help clients achieve their objectives. Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks. Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey. Achieve a high success rate in converting sales leads into H&P clients. Meet and exceed annual sales targets for assigned jurisdictions. Actively expand the existing contact database to identify new opportunities for value creation. Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects. Keep detailed and effective notes on prospect and customer interactions using our CRM system. Act as a positive representative of H&P and our brand at industry events and conferences Qualifications: Undergraduate degree in business, economics, marketing, or related disciplines. Masters or advanced degrees are considered an advantage. +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment. Knowledge and experience with HNWIs is highly appreciated. Multilingual and territorial-specific experience is considered an advantage. Exceptional communication skills to engage with industry stakeholders - full English proficiency is required. Collaborative approach to build positive relationships and influence others. Excellent negotiation and persuasion skills, including tact and diplomacy. Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems. Ability to gather data and provide accurate client analysis for tailored solutions. Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

WHO WE ARE: At Harvey Performance Company, we're more than a team; we're a community. Our thriving, dynamic, and rapidly expanding organization values community, celebrates success, and fosters personal and professional growth opportunities. THE OPPORTUNITY: Reporting to the company's Director of FP&A and working in close partnership with the CFO, members of the Leadership team and cross functionally, the Financial Analyst will be a key partner and critical in achieving our strategic growth objectives. The Financial Analyst role will be responsible for identifying, analyzing, communicating, and resolving FP&A matters which could impact operating performance, as well as providing insightful financial analysis to assist in decision-making, including budgeting and financial planning. IN THIS ROLE, YOU WILL: Support the Company's management reporting on a monthly and quarterly basis. Assist with production of the monthly MD&A report and quarterly report for Company's Board of directors and banks. Help track the monthly operational reporting KPIs. Propose new KPI's to support growth objectives. Analyze and interpret financial results to determine key takeaways and recommendations for senior management. Engage in the budgeting process, forecasting, and financial planning. Support the administration of the cloud-based financial reporting and planning tool, Adaptive Planning. Implement, and drive FP&A best practices that support the business. Take part in strategic planning processes and ensure the strategic plan and value creation initiatives are converted to financial statement commitments. Support mergers and acquisition processes, including pre-acquisition due-diligence and post-acquisition integration. YOU'LL BRING: Seeking 1-3 years of experience in the FP&A function within a growth-oriented industrial, manufacturing, or distribution company. Bachelor's degree in Accounting, Finance, or data analytics related field/experience; MBA, CPA and/or CMA a plus. Experience working in public and/or private equity-owned businesses is a plus. Exposure to tracking financial KPIs in support of profitability objectives and strategic goals. Experience supporting an executable business plan to achieve quarterly, annual, and long-term investment, cash flow, and P&L objectives. The ability to create followership and lead through influence to become a trusted finance business partner to key functional leaders across the organization. Ability to operate in high-performing FP&A team and function that operates with a servant leadership mindset. Business acumen and commercially focused/driven. High analytical ability, good business judgment and problem solver. Continuous improvement mindset. WHERE YOU'LL WORK: Find yourself in the heart of Rowley, MA, where our modern facility resides. Experience the balance between vibrant professional growth at Harvey and the soothing, scenic lifestyle of this quaint town. We champion work-life harmony, inviting you to be part of our journey. You'll find the Finance Team is quite flexible supporting this position in a Hybrid nature. You'll be able to coordinate with your supervisor to create a schedule that works best for you and the team. WHAT HARVEY PROVIDES: A fun, rapid-growing environment where new opportunities are regularly made available. Opportunities for training and development, including tuition reimbursement. A comprehensive benefits package, including PTO, paid holidays, health, dental, vision insurance, and a 401k match program, along with profit sharing.

Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility for meeting your personal sales goals and you are driven to contribute to the success of the Store. You ensure an exceptional Client experience, placing the Client first and fostering valuable relationships. You foster brand loyalty and turn each Client's visit into an unforgettable luxury shopping experience. You are a reliable team player, providing continuous support to both your colleagues and management, while performing all tasks and responsibilities tied to your department. Responsibilities: · Consistently reach and exceed personal and store sales target, both on a monthly and annual basis, while elevating and assisting in business growth · Implement business strategies following the guidance of the Store Manager/Retail Manager, while staying informed about the performance of the Store · Achieve and exceed personal KPI objectives by providing outstanding customer service and ensuring the highest standards of sales quality · Deliver a superior customer service experience by surpassing their expectations, displaying in-depth knowledge of the products and Santa Maria Novella heritage and history, in accordance with the sales standards · Take initiative to maximize all cross-selling opportunities by using every product range available in the store · Place the Client first by fostering a welcoming atmosphere, offering friendly and professional assistance, and addressing all their needs and requests · Collect valuable Client information using the Company's tools (CRM) to engage with them, establish relationships, and tailor future Client development opportunities · Ensure outstanding Client satisfaction and outstanding Client service by implementing the “Brand Selling Ceremony” · Adopt and encourage the Omni Channel approach · Develop and sustain extensive knowledge of the luxury beauty and cosmetic industry by staying updated on beauty trends and monitoring industry competitors · Consistently work to stay current with information on product details, sales methods, Client Services, and Company guidelines and protocols · Handle Client inquiries, issues, and returns with professionalism and effectiveness liaising with the store manager when necessary · Collaborate and engage effectively with colleagues, promote open and constructive dialogue, to ensure a consistently outstanding experience and contribute to a positive work atmosphere · Follow security procedures in the store to ensure safety of Client, staff and merchandise · Assist in maintaining the presentation of all products in line with Santa Maria Novella's visual guidelines · Assist in the daily management of the store by keeping the understock and stock room tidy and orderly · Adhere to Company protocols for operational guidelines and stock management, including cash handling, inventory, logistics, and all primary reporting activities required by the head office, ensuring that Company policies and procedures are effectively implemented These tasks are meant to be suggestive rather than exhaustive. *** All full-time retail employees will be required to be in possession of a copy of the store keys Qualifications · Excellent written and verbal communication skills · Ability to work in a fast-paced and dynamic environment · Demonstrated skill in establishing enduring relationships with both Client and colleagues · High level of flexibility and ability to problem solve · Demonstrated capability to achieve and exceed both individual and store performance targets · Team player with interested in actively collaborating with colleagues · Familiarity with selling ceremony and Client journey/discovery process could be a plus · Strong customer service skills · Capability to work a flexible schedule according to business requirements, including evenings, weekends, and holidays · Proficiency in English is required · At least 3 years of experience in sales field; luxury retail and/or beauty preferred About Santa Maria Novella: Officina Profumo-Farmaceutica di Santa Maria Novella sets its roots back to 1221 in Florence and it is acknowledged as the oldest pharmacy in the world. Its apothecary art legacy crosses more than eight centuries and it is deeply intertwined with Florence history, personalities and social tissue in a continuously renewed alchemy of tales and wonders. The brand carries its activities in the very same places where they all began, uniquely, more than 800 years ago. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law.

Our client is a boutique financial economics consulting firm which provides a variety of services including but not limited to financial and economic analysis, research services, expert witness testimony, and consulting/advisory services. They seek a Financial Analyst to support the continued growth of their client base and work across an exciting, and thought-provoking project pipeline, with a focus in the securities litigation space. As a Financial Analyst, you'll work and communicate closely with the team conducting analyses, writing reports, critiquing work of opposing parties predominantly in the securities litigation space. Must know the language of finance and the financial marketplace. Bloomberg and/or Capital IQ competence would be a good signal that you have the toolset to succeed. The team is comprised of professionals acclaimed by the legal and academic communities and employs a collaborative approach in which Ph.D., MBA and analysts collaborate to produce deliverables of the highest quality. This is a highly visible role within a tight-knit environment; hard work, initiative and attention to detail are highly recognized and rewarded. Projects are also constantly changing from one case to the next. No day or week is exactly the same. Compensation will be commensurate with experience. We'd like to speak with you if you have: An MBA or masters in finance preferred. 5 years experience working for a forensic finance consulting firm would be ideal. Experience working with and handling large data sets Experience with Bloomberg and/or Capital IQ. Strong attention and accountability to detail are required. Strong verbal and written communication skills are needed. Securities litigation experience NOT required.

Waterstone Properties Group, Inc. is a privately owned real estate development company founded in 2005 with a diverse portfolio of properties in the United States totaling over 7 million square feet of space among more than 50 properties. We specialize in the creation of retail shopping centers, mixed-use properties, corporate headquarters, and campuses, in addition to specialized medical facilities. Waterstone, headquartered in Needham, Massachusetts, specializes in all facets of the business including development, acquisitions, leasing, tenant coordination, property management, marketing, treasury, and finance. Interested applicants are encouraged to send a cover letter, resume, and compensation expectations to careers ***************************. Waterstone is an Equal Opportunity Employer. More information about Waterstone Properties Group is available at www. Waterstonepg.com. The Role - Financial Analyst, Capital Markets Reports to: Director of Capital Markets Based in: Needham, MA, on site (sorry no relocation) Summary: The position will be responsible for supporting the Director of the department and the execution of dispositions, acquisitions, refinancing, and debt restructuring initiatives. Additionally, you will be instrumental in building and analyzing financial models to evaluate investment opportunities and optimize financial performance of the existing portfolio. Responsibilities: · Develop and manipulate financial models and other ad hoc analyses in Excel and Argus to evaluate new acquisition opportunities, hold/sell analyses, scenario modeling, business plan execution, recapitalizations, financings, and other initiatives of the Capital Markets team. · Develop an intimate knowledge of the company's properties/portfolio, corporate objectives, and portfolio business plans to help drive growth and exceed return expectations. Ongoing upkeep of internal underwriting and valuation models in Excel and Argus for periodic review by management. · Manage due diligence and closing process, responding to requests for information from internal/external parties, engaging and managing third party consultants, and organizing diligence materials in a timely and efficient manner. · Work closely and collaborate with other departments such as finance, asset management, development and leasing teams. · Produce investment memoranda, marketing materials, and reports for presentation to investment committee, third party capital groups, and lenders. · Conduct market research to analyze real estate market trends, demographics, and competitive landscapes to identify investment opportunities and risks in both new acquisitions and throughout the existing portfolio. · Manage pipeline reports and meetings, logging deals as they come in and supporting the Capital Markets team to respond in a timely manner. · Respond to internal and external requests of the Capital Markets team. · Manage bank requisition process with lenders for construction projects to ensure timely monthly capitalization and loan administration requirements are met. · High performing and goal-oriented individual with a willingness to be flexible and take on additional responsibilities depending on needs of the business. · Intellectual curiosity with the ability to think critically, challenge assumptions and contribute ideas to the organization. · Water fall analyses/promoting structures Requirements: · BS degree in finance, Real Estate or related field. · 2-3 years of experience in capital markets, real estate, finance, investment banking or related fields. · Strong understanding of financial concepts, investment analysis and real estate valuation. · Proficient at financial modeling, Excel and ARGUS, and the entire suite of Microsoft Office applications. · Analytical, quantitative and problem solving with attention to detail. · Ability to work on multiple projects and manage time and workflow. · Candidates must be self-motivated, collaborative and able to thrive in a fast-paced work environment.

Are you a recent grad willing to get your foot on the Financial Industry door? If so, Russell Tobin has the right opportunity for you! We are hiring for a respectable company in the financial market, and you can be part of it. Pay range: $24/hour on W2 Location: Boston, MA Contract 4-6 months (possible extension/perm) The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years of financial industry experience Advanced knowledge of Excel

College Financial Representatives in the internship program at Northwestern Mutual Boston are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Get licensed with your Life, Accident, and Health insurance license Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Class of May 2026 graduates Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (June 2024) Top 100 Internship Programs, Yello x WayUp (2024) 5.1+ million clients and growing2 Unsurpassed financial strength with total company assets of $366 billion3 Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of December 31, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

Financial Advisor, Mashpee, MAMashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. USA Job Function Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Essential Functions/Responsibility Statements: Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications Bachelor's Degree or equivalent work experience. 5+ years of work experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Degrees such as an MBA, CFP, CHLU or CHFC preferred. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities Thorough understanding of economic principles and compliance standards Very strong interpersonal communication skills, complemented by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to 50 pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Mashpee, MA, Mashpee Other Locations: Massachusetts-Mashpee Organization: Santander Bank N.A. Salary: $56,250 - $102,500/year