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Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Boston West Market Brookline, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts; Waban, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

YEAR

Bank of America Corp

Financial Solutions Advisor - Boston West Market

Our new, state-of-the-art medford facility features 37 service bays, a growing customer base, and the capacity to become one of new englands leading toyota service operations. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type and years and experience within the industry, education, etc.

Asbury Automotive Group Inc

Automotive Service Advisor - Toyota Boston

Unlike many financial advisor roles that require extensive cold calling and self-generated prospecting, our advisors are supported with a steady flow of qualified client opportunities, allowing them to focus on what they do best: providing advice, deepening relationships, and delivering exceptional client outcomes. Serve as a vital member of our employee-channel, phone-based team, providing financial education, Investment guidance, and perform financial planning to existing IRA clients and referrals from other service centers.

Manulife

Retirement Financial Advisor

Our teams bring this belief to life by delivering exceptional hospitality, creating personalized shopping experiences, and helping customers discover products that transform the way they sleep. The annual base salary range for this role is $19 to $22 ( new hires are typically brought into the organization between the minimum to midpoint of the salary range posted depending on qualifications, internal equity, and the budgeted amount for the role ).

HOUR

Boll & Branch

Retail Client Advisor - Part Time

BreezyHR

In this role, youll be a trusted advisor to enterprise customers, working alongside our commercial teams to shape solutions that bring together SAP EHS, regulatory content, 3E Generate, and emerging AI-enabled capabilities. At 3E, were looking for a Senior Solutions Advisor who can connect deep technical knowledge with customer needs, helping businesses navigate evolving regulations, optimize their compliance processes, and get greater value from their technology investments.

3E Company

Senior Solutions Advisor (SAP EH&S)

This role delivers individualized and group-based career and life design advising to undergraduate and graduate students while ensuring students pursuing internships and co-op experiences are well prepared, properly documented, and effectively supported throughout their experience. The Part-Time Career & Co-op Advisor provides holistic career advising and supports the implementation and growth of BSU's Co-op Pilot Program by advising participating students, coordinating program logistics, and fostering employer partnerships.

Bridgewater State University

Co-op Advisor - Part-Time

Our teams bring this belief to life by delivering exceptional hospitality, creating personalized shopping experiences, and helping customers discover products that transform the way they sleep. The annual base salary range for this role is $20 to $26 ( new hires are typically brought into the organization between the minimum to midpoint of the salary range posted depending on qualifications, internal equity, and the budgeted amount for the role ).

Retail Client Advisor

Work closely with Cradle customers, ranging from medium-sized biotechs to global biopharma leaders, to: Advise on identifying protein optimisation projects within their portfolios that are best suited to the Cradle platform. As part of this role, you’ll assist customers in mapping their program goals and data to Cradle’s capabilities, using our machine learning platform, and maximising the value and impact of our protein optimisation software.

Cradle

Scientific Advisor, Antibodies

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This Beauty Advisor Job Is For You, If You Enjoy: Inspiring customers to express their individual beauty by providing them with a complete shopping experience, including enthusiastic, helpful assistance and product knowledge of Beauty Products. Beauty Advisor Key Responsibilities: Advise customers on the use of Fragrances and products (L'Oreal, Estee Lauder, Clarins, Chanel, Dior).

Avolta

Hudson Beauty Advisor

The pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well as keep customers apprised of work progress.

Camping World

Service Advisor

We are seeking a high-performing In-Home Sales Advisor to help homeowners solve drain and sewer issues through permanent pipe rehabilitation solutions including epoxy coating and CIPP lining. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Sila Services

Drain/Sewer Sales Advisor

Ensure the delivery of Health, Safety and Environmental training to meet the location's learning and development plans and to support the Greencore Way principle of keeping people healthy and safe, working with the compliance training team to ensure all training needs and identified, suitable and conducted. Maintain the sites management systems and processes including suitable and sufficient investigation of accidents as required to identify solutions and remedial actions along with management of the incident recording system to meet with statutory requirements, ensuring the reporting of injuries, diseases and dangerous occurrences to meet statutory obligations.

Greencore Group Plc

SHE Advisor

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.

Beacon Pointe Advisors

Senior Wealth Advisor

Assignments may include reviewing and redlining a commercial agreement, evaluating the profitability of a customer or solution offering, coordinating a customer compliance response, validating an OEM rebate payment, developing management reporting, or supporting a cross-functional business initiative. Five or more years of progressively responsible experience in contract-compliance auditing, financial analysis, operational auditing, risk management, business operations, internal controls, consulting, commercial contract review, or a related field.

Worldcom Exchange, Inc

Strategic Business Operations Advisor

jobdiva

The shop only runs as fast as the parts counter, and we're looking for someone detail-oriented and team-minded to help keep technicians moving, orders accurate, and customers taken care of. • Experience at a parts counter, in inventory, or in a similar automotive parts role is preferred, but we'll consider strong candidates from retail, inventory, or warehouse backgrounds who are ready to learn the automotive side.

Pride Motor Group

Automotive Parts Advisor

Accurately document nursing student advisement meetings and documents in Starfish, a platform used for advising; Work collaboratively with key stakeholders to communicate, complete tasks, and provide input on systems in an efficient and effective manner to best support students in all stages of the program; Meet with at-risk students (e.g., conditional admits, students on academic warning or probation, etc.) to provide academic counseling and support; Assist with proctoring ATI exams when assigned by Director of Direct Entry MSN FNP Program, Provide students with preemptive guidance on acclimating to their program and building supportive personal environments and best practices to facilitate their student success; and. roles requiring extensive student contact, or positions that entail a high level of customer service management); Background or prior experience with data entry and/or management; Proven ability in developing strong relationships through a variety of means (including remote engagement) and experience in professional coaching/advising others required; Excellent oral and written communication skills; Strong and demonstrated proficiency with Google Suite (Google Sheets, Gmail, Google Docs, Google Drive), Microsoft Office, and presentation software (Zoom, Google Meet), with a particular emphasis on spreadsheets and data entry/analysis; The ability to effectively work with multiple databases and student platforms; and.

Simmons University

Academic Advisor & Student Data Specialist, Pre-licensure Nursing

This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.

Markel Group Inc

Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability

FULL_TIME

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.

Alera Group

Servicing Financial Advisor - Boston area

[AW]-iCims

As a Senior Technical Advisor, you will provide strategic and technical leadership to project teams, support major pursuits and client engagements, strengthen technical excellence across the practice, and help shape the future of WSP''s Water and Wastewater business. WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location.

WSP Global Inc

Senior Technical Advisor

In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships. We are seeking a Financial Advisor to help clients across the Greater Boston market achieve their financial goals through advice-based investment and insurance solutions tailored to their unique needs.

Customer Advisor Jobs in Somerville, MA

Financial Solutions Advisor - Boston West Market Bank of America Corp

Automotive Service Advisor - Toyota Boston Asbury Automotive Group Inc

Retirement Financial Advisor Manulife

Retail Client Advisor - Part Time Boll & Branch

Senior Solutions Advisor (SAP EH&S) 3E Company

Co-op Advisor - Part-Time Bridgewater State University

Retail Client Advisor Boll & Branch

Scientific Advisor, Antibodies Cradle

Hudson Beauty Advisor Avolta

Service Advisor Camping World

Drain/Sewer Sales Advisor Sila Services

SHE Advisor Greencore Group Plc

Senior Wealth Advisor Beacon Pointe Advisors

Strategic Business Operations Advisor Worldcom Exchange, Inc

Automotive Parts Advisor Pride Motor Group

Academic Advisor & Student Data Specialist, Pre-licensure Nursing Simmons University

Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability Markel Group Inc

Servicing Financial Advisor - Boston area Alera Group

Senior Technical Advisor WSP Global Inc

Financial Advisor M&T Bank Corp

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