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Wealth Advisor Development Associate

Boston,MA

945 Wealth Advisor Development Associate jobs in Boston,MA

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Financial Advisor

First Command

Burlington, MA 01803

  • Bachelor's degree
  • Military experience or affiliation
  • Proven leadership skills
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New, Posted 18 hours ago
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Associate, Financial Advisor, Boston, MA

Santander Holdings USA

Boston, MA 02109

Onsite

  • Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
  • 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
  • 1+ Years: Experience providing investment guidance and advice to clients - Required.
  • NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
  • Appropriate state insurance licenses - Required.
  • Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
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New, Posted 7 hours ago
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Advisor Loan Consultant

MassMutual

Boston, MA 02112

Onsite

  • 4+ years' experience in a client‑facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
  • 3+ years' experience working with Microsoft Excel
  • 1+ years of experience working cross‑functionally with field partners (career agents, financial advisors, RIAs, BDs, or general agencies), with a focus on relationship management
  • High School Diploma
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
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Senior Associate, Insurance Tax

KPMG

Boston, MA 02115

OnsiteUrgently HiringHealth InsuranceRetirement Benefit

  • A minimum of two years of corporate tax experience in an accounting firm, corporation or law firm
  • Bachelor's degree and sufficient credit hours to obtain a CPA certificate
  • Experience with corporate taxation, consolidations and a solid knowledge of ASC 740
  • Knowledge of insurance company taxation is preferred but equivalent corporate experience is acceptable
  • Excellent advisory and compliance skills
  • Excellent verbal and written communications skills, and the ability to articulate complex information
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Retail Sales Associate Full Time

PetSmart

East Walpole, MA 02032

~ 34 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Applicants must be over the age of 18 (except in Montana or where otherwise required by local or state law)
  • Strong written and verbal communication skills
  • Flexibility in schedule, able to work evenings, weekends, and holidays as needed
  • Ability to react under pressure and maintain composure
  • Associate required to stand, walk, climb a ladder, and use hands to handle, feel, hold, write, etc.
  • The associate frequently is required to reach with hands and arms: stoop, kneel, crouch, talk and hear
  • Specific vision abilities required by this job include depth perception
  • Associate must frequently lift and/or move up to 50 pounds and occasionally team lift and/or move more than 100 pounds
  • Exposure to live animals and their handling is common
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
  • This position is paid on a per hour basis. In no instance will PetSmart pay less than the local minimum wage
  • Part-time associates who average at least 30 hours per week (or 130 hours per month) during a designated measurement period may be eligible for medical benefits
  • This listing is not an indication that the position is currently open or available
  • This position is also eligible for benefits as described at
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New, Posted 1 day ago
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Remote Client Advisor - No Cold Calling, Warm Leads Only

Globe Life Virtual Sales

Boston, MA

RemoteFlexible Schedule

  • No Experience Required
  • No prior experience is required
  • Reliable internet and a quiet workspace
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New, Posted 1 day ago
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Incentive Connect Support Associate

Energy Solutions

Boston, MA 02110

New, Posted 4 hours ago
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Associate, Financial Crimes

KPMG

Boston, MA 02115

OnsiteHealth InsuranceRetirement Benefit

  • Minimum one year of recent experience in financial crimes (such as AML/OFAC/Anti-Bribery and Corruption (ABC)/Anti-Fraud) compliance, corporate intelligence or due diligence experience in the financial or professional services industries and/or with relevant banking/securities regulatory agencies
  • Bachelor's degree from an accredited college or university in business administration, or a related field of study
  • Understanding of common money laundering schemes as well as the AML and sanctions legal and regulatory environment, specifically the laws, regulations, and guidance promulgated under the Bank Secrecy Act (BSA), USA PATRIOT Act and Office of Foreign Assets Control (OFAC)
  • Knowledge of data analysis or database packages such as SQL, R, Python, or similar technologies
  • Ability to travel as needed
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
  • KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa
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Sales Consultant (Main Street)

TriNet

Boston, MA 02203

OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • Ability and willingness to travel to prospective clients' sites within your assigned territory.
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Retail Associate Manager, Bilingual

T-Mobile

East Boston, MA 02128

~ 9 min OnsiteChildcare AssistanceEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • High School Diploma/GED (Required)
  • At least 18 years of age
  • Legally authorized to work in the United States
  • Change Agility (Required)
  • Change Management Coaching (Required)
  • Coaching (Required)
  • Coaching Conversations (Required)
  • Communication (Required)
  • Customer Engagement (Required)
  • Customer Service (Required)
  • Engaging People (Required)
  • Escalation Resolution (Required)
  • Leadership (Required)
  • Performance Monitoring (Required)
  • Product Knowledge (Required)
  • Sales (Required)
  • Sales Performance Coaching (Required)
  • Talent Development (Required)
  • Team Coaching (Required)
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