Jobs
>
Needham

    Financial Planning and Advisor Support Specialist - Needham, United States - Alera Group

    Alera Group
    Alera Group Needham, United States

    3 weeks ago

    Default job background
    Description

    Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's financial plans and other analysis documents, we would like to talk to you Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise

    • High level of communication and follow-through skills
    • Strong organizational skills
    • Motivated and driven by reaching goals and growth
    • Financial Industry knowledge/experience preferred
    • Experience with MS Office and Salesforce preferred
    • Ability to meet deadlines and attention to detail
    • 4 Year college degree in business or finance
    • Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.
    • Prepare documents for upcoming review appointments with existing clients.
    • Manage Salesforce data & ensure records are kept.
    • Produce additional analysis reports for advisors as requested.
    • Maintain accurate filing records to satisfy federal regulator requirements.
    • Support the client service department with any additional tasks.
    We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying.
  • Riverside Community Care

    Therapeutic Support Specialist

    4 weeks ago

    Riverside Community Care Needham Heights, United States

    8/12/2021 · Therapeutic Support Specialist - DMH Flexible Support Services · Tracking Code · Job Description · ***$2,000.00 Sign-On Bonus: $1,000.00 at hire and $1,000.00 after you complete 4 months of service*** · Exciting opportunity to join Riverside Community Care as a Ther ...

  • Ascentria Care Alliance

    Support Specialist

    3 weeks ago

    Ascentria Care Alliance Waltham, United States Full time

    Job Details · Description · Support Specialist · This is a newly created role to support individuals living at home that would otherwise qualify for a residential/group home placement. The benefit specialist will provide in home supports to adults with ID/DD with the support of ...

  • The Price Center

    Direct Support Specialist

    4 days ago

    The Price Center Newton Highlands, United States

    Job Description · Job DescriptionSalary: $20/hr · Start or grow your career in Human Services today · We are filling roles in our Specialized Supports program. These positions promote the development of skill acquisition and experiential learning through community exploration. Yo ...

  • Charles River Community Health

    IT Support Specialist

    3 weeks ago

    Charles River Community Health Brighton, United States

    Job Description · Job DescriptionIT Support Specialist · CLASSIFICATION/STATUS: Non-exempt, Full Time, Temporary · IMMEDIATE SUPERVISOR: Systems Administrator – Support Supervisor · SUPERVISORY RESPONSIBILITIES: None · WHO YOU ARE: · YOUR ROLE & IMPACT · The IT Support Specialis ...

  • MathWorks

    Technical Support Specialist

    4 days ago

    MathWorks Natick, United States

    Job Summary · Job: 28070-TBHA · Location: · Department: · MathWorks staff enjoy a hybrid work-from-home model featuring both home-office flexibility as well as in-office meeting days for optimized collaboration. · As a Technical Support specialist, you will have the opportunit ...

  • Johnson Brunetti

    Financial Planning and Advisor Support Specialist

    3 weeks ago

    Johnson Brunetti Needham Heights, United States

    Financial Planning and Advisor Support Specialist · Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy work ...

  • Alera Group

    Financial Planning and Advisor Support Specialist

    2 weeks ago

    Alera Group Needham, MA, United States

    Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create clients finan ...

  • Avantor

    Lab Support Specialist

    1 week ago

    Avantor Waltham, United States Full time

    The Opportunity: · In this role, you will report to the Supervisor, Onsite Services and will work closely with the Avantor's Lab and Production Services team of over 1,500 on- and off-site expert personnel – and our customers – to perform customized, mission-based lab work and r ...

  • The Home for Little Wanderers

    Parent Support Specialist

    3 weeks ago

    The Home for Little Wanderers Roslindale, United States

    Models for and coaches parents/caregivers to lead and coordinate their Youth's care; problem-solve and advocate for themselves and their youth; and effectively partner with service providers, schools and other family-serving systems in multiple setti Support Specialist, Support, ...

  • The Home for Little Wanderers

    Parent Support Specialist

    3 days ago

    The Home for Little Wanderers Roslindale, United States

    When you join The Home for Little Wanderers, you join a team of professionals dedicated to creating better, brighter futures for kids. For over 200 years, The Home for Little Wanderers has helped build stable lives and hopeful tomorrows for vulnerable children and their families. ...

  • The Home for Little Wanderers

    Parent Support Specialist

    3 days ago

    The Home for Little Wanderers Roslindale, United States

    · When you join The Home for Little Wanderers, you join a team of professionals dedicated to creating better, brighter futures for kids. For over 200 years, The Home for Little Wanderers has helped build stable lives and hopeful tomorrows for vulnerable children and their famili ...

  • The Home for Little Wanderers

    Parent Support Specialist

    1 day ago

    The Home for Little Wanderers Roslindale, United States

    When you join The Home for Little Wanderers, you join a team of professionals dedicated to creating better, brighter futures for kids. For over 200 years, The Home for Little Wanderers has helped build stable lives and hopeful tomorrows for vulnerable children and their families. ...

  • MathWorks

    Technical Support Specialist

    2 weeks ago

    MathWorks Natick, United States

    Summary · MathWorks has a hybrid work model that enables staff members to split their time between office and home. The hybrid model provides the advantage of having both in-person time with colleagues and flexible at-home life optimizations. Learn More: · MathWorks staff enjo ...

  • Amentum

    Administrative and Technical Support Specialist

    3 weeks ago

    Amentum Norwood, United States Full time

    Amentum is seeking an Administrative and Technical Support Specialist . The AA independently accomplishes general or routine office administrative tasks. The AA should have the expertise and qualifications to accomplish moderately complex administrative tasks with minimal guidan ...

  • Delta-T Group

    Direct Support Specialist

    1 week ago

    Delta-T Group Waltham, United States

    Location: Waltham, MA 02451 · Date Posted: 6/7/2024 · Category: Residential · Education: · Delta-T Group connects professionals with client opportunities within the special education, social service, behavioral health, and disability sectors. With over 30 years in business, w ...

  • Delta-T Group

    Direct Support Specialist

    1 week ago

    Delta-T Group Waltham, United States

    Location: Waltham, MA 02451 · Date Posted: 6/5/2024 · Category: Residential · Education: · Delta-T Group connects professionals with client opportunities within the special education, social service, behavioral health, and disability sectors. With over 30 years in business, w ...

  • Avantor, Inc.

    Lab Support Specialist

    4 days ago

    Avantor, Inc. Waltham, United States

    The Opportunity:In this role, you will report to the Supervisor, Onsite Services and will work closely with the Avantors Lab and Production Services team of over 1,500 on- and off-site expert personnel and our customers to perform customized, mi Support Specialist, Support, Speci ...

  • Liaison International

    Client Support Specialist

    3 weeks ago

    Liaison International Watertown, United States

    Purpose · As an entry level Client Support Specialist, you will support our educational suite of products in a call center environment. You will be responsible for responding to clients via phone and email, manage support cases, and work with other departments in Operations to re ...

  • Delta-T Group Inc.

    Direct Support Specialist

    6 days ago

    Delta-T Group Inc. Waltham, United States

    Job Description · Job DescriptionLocation: Waltham, MA 02451Date Posted: 6/10/2024Category: ResidentialEducation: · Delta-T Group connects professionals with client opportunities within the special education, social service, behavioral health, and disability sectors. With over 30 ...

  • Eastern Industrial Automation

    Sales Support Specialist

    5 days ago

    Eastern Industrial Automation Waltham, United States

    Job Description · Job DescriptionA well established International Industrial Distributor of Mechanical, Automation, Pneumatic, Hydraulic products with a broad offering of Engineering Services and System design solutions, is seeking a highly motivated Sales Support Specialist to a ...