- A "Do'er" - Self?motivated with a confident personality.
- Strong knowledge and interest in financial planning, investment management, and finance
- Proficiency in analyzing financial data and creating personalized strategies
- Understanding of investments and insurance products
- Excellent communication and interpersonal skills
- Ability to build trust and establish long-term relationships with clients
- Detail-oriented and strong organizational skills
- Ability to work independently and as part of a team
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Financial Planner
2 weeks ago
TD Bank Hull, United StatesJob Description · Work Location: · Hull, Quebec, CanadaHours: · 37.5Line of Business: · TD WealthPay Details: · We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Te ...
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Associate Financial Planner
6 days ago
Heritage Financial Services, LLC Westwood, United StatesAssociate Financial Planner · The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial p ...
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Bilingual Financial Planner
3 weeks ago
NYL - Patrick Piscitelli Bridgewater, United StatesJob Description · Job DescriptionSeeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. · This opportunity transcends traditional sales roles, offering a rewarding career filled with ...
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Associate Financial Planner
3 weeks ago
Heritage Financial Services, LLC Westwood, United StatesAssociate Financial Planner · The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial p ...
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Financial/Insurance Planner
1 week ago
The Sudhoff Agency Cambridge, United StatesJob Description · Job DescriptionAt The Sudhoff Agency, we are committed to every one of our agents' success. We are a family run independent insurance agency looking for team-players, who have an entrepreneurial passion, and a strong commitment to serve clients. Both full and pa ...
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Bilingual Financial Planner
3 weeks ago
NYL - Patrick Piscitelli Bridgewater, United States· Seeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. · This opportunity transcends traditional sales roles, offering a rewarding career filled with purpose and boundless growth p ...
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Bilingual Financial Planner
3 weeks ago
NYL - Patrick Piscitelli Bridgewater, United StatesSeeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. · This opportunity transcends traditional sales roles, offering a rewarding career filled with purpose and boundless growth pros ...
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Bilingual Financial Planner
5 days ago
NYL - Patrick Piscitelli Bridgewater, United States**Rewritten Job Description for a Bilingual Financial Advisor in Bridgewater, MA, US**: - Seeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. - This opportunity transcends tradition ...
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Plant Maintenance Planner
2 weeks ago
Lamb Weston Quincy, United States Full timeTitle: Plant Maintenance Planner · Location: Quincy, WA · About Lamb Weston · We love making fries almost as much as you like eating them Since the 1950's, Lamb Weston has inspired customers with food they love, trust, and share with families and friends. As a leading global manu ...
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Allocator
1 week ago
The J Group Quincy, United StatesOur Brand : · J.Jill is a premier omnichannel retailer and nationally recognized women's apparel brand committed to delighting customers with great wear-now product. The brand represents an easy, thoughtful and inspired style that reflects the confidence of remarkable women who ...
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Member Advocate
1 week ago
Blue Cross Blue Shield of Massachusetts Hingham, United StatesReady to help us transform healthcare? Bring your true colors to blue. · SCHEDULE: · For the duration of training (approximately 15 weeks) your schedule will be 9am-5pm EST. After training is completed, the schedule will shift to 10am-6pm EST. · Member Advocate · Remote work ...
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Member Advocate
2 weeks ago
Blue Cross Blue Shield of Massachusetts Hingham, United StatesReady to help us transform healthcare? Bring your true colors to blue. · SCHEDULE: · For the duration of training (approximately 15 weeks) your schedule will be 9am-5pm EST. After training is completed, the schedule will shift to 10am-6pm EST. · Member Advocate Remote work ava ...
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Financial Paraplanner
3 weeks ago
Transcend Practice Management Quincy, United StatesJob Description · Job DescriptionPARAPLANNER · Quincy, MA (in office) · Salary = $65,000 to $75,000 · The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap ...
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Merchandise Planner
5 days ago
J. Jill Quincy, United States**Merchandise Planner** · ** Quincy, MA** · **Our Brand :** · J.Jill is a premier omnichannel retailer and nationally recognized womens apparel brand committed to delighting customers with great wear-now product. The brand represents an easy, thoughtful and inspired style that ...
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Merchandise Planner
3 weeks ago
Arhaus Boston Heights, United StatesSince 1986, our mission has been simple. We design and build heirloom quality products while holding true to our commitment to use earth-friendly materials and to give back whenever possible. We are looking for someone who shares our love of story-telling and believes passionatel ...
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Merchandise Planner
3 weeks ago
Arhaus Boston Heights, United States Full timeThe Merchandise Planner is responsible for creating and maintaining monthly department and item financial plans for their assigned categories and effectively partnering with the Product Developers and Merchants on identifying and implementing strategies to achieve the approved pl ...
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Client Advisor with Mentorship
3 weeks ago
DeMarzo Offices - Northwestern Mutual Rockland, United StatesJob Description · Job DescriptionBenefits:Bonus based on performance · Company parties · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Tuition assistance · Vision insurance · Northwestern Mutual - Boston aims to be the pre-eminent financi ...
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Manager, Operations
3 weeks ago
American Freight North Logan, United States Full timeResponsibilities & Duties: · Driving Sales & Operational Execution: · Role models behaviors for all members of their assigned District Team. Owns and promotes our Code of Conduct, established standards, and responsible for developing and maintaining American Freight cultural val ...
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Planning Analyst
1 week ago
Commonwealth of Virginia Suffolk, United States Part timeJob Duties · District PIM · Support District PIM section and project development by coordinating planning efforts with land development, programming, and project development activities; provide recommendations based on highway needs assessments, long range plans and regional stu ...
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Internal Sales Consultant
1 week ago
Morgan Stanley Boston, United StatesInternal Sales Consultant Job Number: · Posting Date · :Jun 4, 2024 Primary Location · :Americas-United States of America-Massachusetts-Boston Job · :Asset/Investment ManagementEmployment Type:Full TimeJob Level:Associate Description Morgan Stanley Investment Managemen ...
Holistic Financial Planner - Hingham, United States - Commonwealth Financial Group
4 days ago
Description
Company Description
At Commonwealth Financial Group (CFG), we prioritize the success of our clients by delivering the best-in-class financial planning experience. Our personalized consulting and intuitive tools empower individuals to navigate complexities, overcome challenges, and build secure and prosperous futures. Our dynamic approach integrates personal and financial circumstances to optimize life goals and adapt to evolving lives.
Role Description
This is a full-time hybrid CAREER choice to become a Holistic Financial Planner, running your own Financial Planning Business.
As a business owner, you will be responsible for sourcing clients, providing comprehensive financial planning services, including financial goal-setting, investment management, and insurance planning. The role involves analyzing financial data, developing personalized strategies, and presenting recommendations to clients. The Holistic Wealth Planner will also collaborate with a team of professionals to ensure the delivery of exceptional client experiences.
Qualifications
Benefits
Health & Welfare Benefits (Health, Dental, Vision, Disability, Life) *
401(k) Plan with Eligibility for Company Match
Cash-Balance Pension Plan
Remote and Hybrid model (main office locations in Boston, MA, Hingham, MA, Needham, MA, Bedford NH, Burlington VT
Rewards programs including recognition events for top performers.
Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 200 Congress Street, Suite 1300, Boston, MA 02210 CRN
Financial planning services are offered only through
approved Financial Planners of MML Investors Services, LLC