Associate Financial Advisor - Hyannis, 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 ...

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, ...

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're looking for experienced financial professionals to join our team. · We are among the strongest and most respected financial companies in America today, · ranking #65 on the 2017 Fortune 100 list. · Highly self-motivated and self-disciplined with the ability to work effectiv ...

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 ...

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. · ...

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 and reporting to the Senior Investment Officer, Financial Planning Manager. · ...

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

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

+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 ...

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business. · ...

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. · ...

Provides strategic leadership and oversight of system-wide general accounting functions related to revenue, reimbursement, and internal and external financial reporting across all Cape Cod Healthcare (CCHC) hospitals and entities. · ...

Serve as a trusted advisor to customers focusing on building strong long-lasting relationships by understanding their financial needs and goals. · Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing ...

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. · ...