Bilingual Insurance Agent/Financial Advisor - Barnstable, MA

We are looking for a Financial Advisor to help clients achieve their financial goals and provide client service that exceeds expectations. · ...

We are looking for an Associate Financial Advisor to work with our advisory team in Hyannis Massachusetts. The ideal candidate will help clients achieve their financial goals and assist senior advisors during client meetings. · Candidate must have excellent analytical organizatio ...

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standa ...

We are looking for an Associate Financial Advisor to join our team in Hyannis. As part of an advisory team, you will help clients achieve their financial goals and provide exceptional client service. · Work with the financial advisory team to actively manage client relationships, ...

Job summary: Our Hyannis office in Massachusetts is looking for an Associate Financial Advisor working as part of an advisory team and on behalf of senior advisors helps clients achieve their financial goals . Provides client service that exceeds client s expectations . Helps the ...

Sit on Investment Committee and coordinate with team on internal & external research process. · Meet regularly with current clients and potential customers regarding investment & financial solutions. · Support and help facilitate Audit and Compliance infrastructure.,Sit on Invest ...

The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. · Bachelor's Degr ...

Wealth Management Advisors at TIAA spend their time deepening relationships with established clients and growing their practice through referrals to deliver financial solutions that ignite client dreams. · We are proud that we've been recognized for being one of the world's most ...

Job summary · Wealth Management Advisors at TIAA partner with affluent clients to identify their financial goals and develop recommendations that help them work towards well-defined financial objectives. · Key Responsibilities And DutiesThe Wealth Management Advisor partners with ...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. · ...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. · ...

Join Horace Mann today and take the first step toward achieving your career and financial goals while making a meaningful impact on the educators you serve. · ...

Wealth Management Client Associate provides client service support to Financial Advisors. Key responsibilities include educating clients on banking offerings, ensuring timeliness and accuracy in client materials, · Provides excellent Client Service to the bank's clients through e ...

The Financial Planner will be the advisor responsible for creating financial plans working collaboratively with the Wealth Management account officers. · ...

The Financial Planner will be the advisor responsible for creating financial plans working collaboratively with the Wealth Management account officers and reporting to the Senior Investment Officer, Financial Planning Manager. · ...

Rockland Trust is currently seeking a Relationship Manager for our Osterville office to support clients in the Cape Cod area. · ...

Install new technology into customers' vehicles in our local Best Buy store. · Share advice, best practices and product recommendations with customers and other employees. · ...

+Job summary · The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center.++Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience · Nationwide Mortgage Licensing System (NMLS ...

Join Horace Mann: Empower Educators, Achieve Financial Success. Ready to Make a Difference? Join Horace Mann today and take the first step toward achieving your career and financial goals while making a meaningful impact on the educators you serve. · ...

The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. · ...