Jobs
>
Needham Heights

    Financial Planning and Advisor Support Specialist - Needham Heights, United States - Johnson Brunetti

    Johnson Brunetti
    Johnson Brunetti Needham Heights, United States

    1 week ago

    Default job background
    Description
    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 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 Needham, MA

    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

    This position requires that you possess the following skills:


    • 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

    Responsibilities/Tasks:
    ·

    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.

    #J-18808-Ljbffr


  • The Home for Little Wanderers, Inc. 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. ...


  • Commonwealth Financial Network Waltham, United States

    Overview: · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focus ...


  • Bridges Homeward Cambridge, United States

    **This position offers a $2,000 sign on bonus 60 days after hire (must remain at the agency of 1 year)** · A great, entry level position to make a difference in the lives of individuals with disabilities · **Recognizing the value in self care and proper work · - life balance Brid ...


  • Somerville Cambridge Elder Services Somerville, United States

    **Job Title: Community Support Specialist - Spanish Fluency Preferred** · **Reports To: Community Support Services Manager** · **Department: Community Support Services** · **FLSA Status: ☐ Exempt or ☒ Non-Exempt** · **☐Union or ☒Non-Union** · **Position Summary**: · The Community ...


  • Terri Natale Waltham, United States

    Are you looking to join a team of supportive professionals who are invested in each other's success? Do you want to be part of an agency that has helped improve the lives of the children and families it has served for over 50 years? Communities United, Inc. offers generous paid t ...


  • zolon tech Walpole, United States

    Pay: $ $30.00 per hour · Schedule: · - 8 hour shift · - Monday to Friday · **Experience**: · - IT support: 5 years (required) · - Windows: 2 years (required) · Ability to Commute: · - Walpole, MA required) · Work Location: In person ...


  • Global Technology Systems Framingham, United States

    **Sales Support Specialist - Customer Relationship Management (CRM)** · **Part-time Temporary to Potential Hire | Hybrid position** · **Mobile Energy Management** · Are you seeking a part-time position hours per week) that is a mix of onsite and remote potential. · Do you have te ...

  • NEEDS Center

    Support Specialist

    2 weeks ago


    NEEDS Center Andover, United States

    The Information Technology Support Staff (ITSS) is responsible for assisting NEEDS Center users with technical issues or questions relating to computer hardware, mobile devices and software. Their duties include handling support tickets, taking phone calls or communicating with u ...

  • Professional Staffing Group

    IT Support Specialist

    2 weeks ago


    Professional Staffing Group Needham Heights, United States

    IT Support Specialist ($30-35/hr) · About the opening: · Competitive pay range of $30-35/hr. · Opportunity to provide top-notch technical support to internal customers. · Utilization of cutting-edge technology. · Responsibilities: · Provide prompt and effective customer service ...


  • Cybex Boston, United States

    **Cybex** · **Job Position - Sales Support Specialist** · **Location - Downtown Boston, MA (On Site)** · CYBEX is at the forefront of innovation, shaping the future of child safety with a keen eye on the evolving needs of modern parents. Our brand is synonymous with excellence, s ...


  • RIT Solutions Inc Boston, United States

    **Role: IT Business Support Specialist** · **Location: Boston, MA** · **Type: Fulltime** · **Salary Range is $60000 to benefits** · **Primary Purpose of Position** · Serve as the primary administrative support lead for a dynamic and collaborative IT team. **Directly manage the bu ...


  • Mentor Technical Group Boston, United States

    Mentor Technical Group (MTG) provides a comprehensive portfolio of technical support and solutions for the FDA-regulated industry. As a world leader in life science engineering and technical solutions, MTG has the knowledge and experience to ensure compliance with pharmaceutical, ...


  • Cambridge Health Alliance Cambridge, United States

    **Location**: CHA Cambridge Hospital · **Work Days**: M-F TBD; Tuesdays required · **Category**: Human and Social Services · **Department**: RISE · **Job Type**: Part Time · **Work Shift**: Day · **Hours/Week**: 20.00 · **Union**: No · **Union Name**: Non Union · Seeking a Part-T ...


  • Cambridge Health Alliance Cambridge, United States

    **Location**: CHA Cambridge Hospital · **Work Days**: M-F · **Category**: Human and Social Services · **Department**: RISE · **Job Type**: Full Time · **Work Shift**: Day · **Hours/Week**: 40.00 · **Union**: Yes · **Union Name**: CH Laborers 380 · Seeking a Supported Employment a ...


  • Off of the State Comptrollers Boston, United States

    **About the Office of the Comptroller** · The Office of the Comptroller ensures that the more than $50 billion in annual transactions authorized by the general appropriations act and supplemental appropriations are executed in accordance with all statutory requirements and record ...


  • East Boston Neighborhood Health Center Boston, United States

    **Thank you for your interest in careers at EBNHC**: · Everywhere you turn, you can feel it. There's an immeasurable level of enthusiasm at East Boston Neighborhood Health Center (EBNHC), one of the largest community health centers in the country. From the nurses and physicians o ...


  • NORTH SUFFOLK COMMUNITY SERVICES INC Boston, United States

    As a Residential Support Counselor, you will provide direct care to individuals living in a residential setting. The RSS will help individuals with daily living skills, transportation, skill-building, money management, medication administration, risk mitigation and other areas ba ...


  • Spark Shipping Boston, United States

    Here at Spark Shipping we're looking for a Customer Support Representative to join our fully remote team. We are looking for team members who are comfortable with and motivated by the opportunity to work remotely. · This role is highly technical. We focus on educating and helping ...


  • SPS Global Boston, United States

    **Come explore the Power of Possibility with a career at SPS** · We have an excellent opportunity for an experienced **Field Support Representative** to come grow with our team in **Boston, MA** This position is ideal for someone with 1+ years of relevant experience looking for a ...


  • Veson Nautical Boston, United States

    **Qualifications** · - 0-3 years software support or maritime industry experience · - Proven ability to proactively address customer concerns and exceed expectations · - Demonstrated planning and organizing skills · - Analytical thinking and attention to details · - Passion for r ...