52 Results for

Financial Representative Jobs in Worcester, MA

Jobs

New!

Westborough, MA3 days ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA3 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Westborough, MA3 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Westborough, MA8 days ago

$80,000–$150,000 Per Year

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

New!

Littleton, MA3 days ago

Remote

We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions. At the Reineke Agency, we’re building a team of driven professionals who want more than just a job—they want ownership over their time, income, and growth.

New!

Westwood, MA6 days ago

$65,000–$70,000 Per Year

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Greater Boston, MA30+ days ago

Full-time

We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC, a general agency, of The Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families.

Wellesley, Massachusetts7 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Worchester, MA15 days ago

$65,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Wellesley, Massachusetts30+ days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Greater Boston, MA30+ days ago

Full-time

We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families.

Waltham, MA30 days ago

Customer Service: Advisors are responsible for all functions of client relationship maintenance, including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails, and proactive client outreach. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide.

Smithfield, RI23 days ago

Acts as a fiduciary, using the financial planning process to work directly with affluent and high-net-worth clients to uncover needs and provide broad-based guidance,designed to achieve theirclient's financial goals. Proactively engages in and documents marketing efforts as directed, to include outbound phone calls, emails, direct mail and other methods as appropriate.

Needham, MA13 days ago

$55,000–$155,000

Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals.

Worcester, MA23 days ago

$100,000–$125,000 Per Year

You will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm’s mission, follow up on any action items and take ownership to manage client expectations and deliverables. We are looking for a highly motivated Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions.

Johnston, RI30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Palmer, MA30+ days ago

This position may require access to export-controlled technology or software source code that is subject to export controls restrictions under the International Traffic in Arms Regulations (“ITAR”) and the Export Administration Regulations (“EAR”) and will therefore be required to meet eligibility criteria under ITAR and EAR regulations. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: regularly required to sit, speak, and listen; and frequent standing, reaching, and manual dexterity for handling equipment/ materials.

Only in, MA30+ days ago

Remote

$24–$27 Per Hour

The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. RequirementsPreferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties.

TEWKSBURY, MA30+ days ago

Remote

The successful candidate will be responsible for all Finance deliverables including: external earned value management, quarterly Estimates at Compete (EACs), Latest Revised Estimates (LREs), weekly / monthly reporting and analysis. This role will also include collaboration with Operations, Value Streams, and Program leaders for EAC inputs, monthly variance reporting to the Operations Leadership Team, and weekly inquiries into cost and labor runs.

TEWKSBURY, MA30+ days ago

_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Needham, MA30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Primary Responsibilities Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.

Worcester, MA30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Franklin, MA30+ days ago

Full-time

As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. We handle it all – from loans to checking accounts, online banking and more – you will engage customers in all areas of banking, as well as identify any financial needs they may have.

Lowell, MA30+ days ago

Full-time

Please note: Actual location may vary., RI7 days ago

Remote

Contractor

This Customer Service Representative role is a callcenter position supporting members with Social Determinants of Health (SDoH) by helping them identify and access local community resources. Position Summary: This Customer Service Representative will perform inbound and outbound calls to members that need help in finding local community resources to meet their social needs.

New!

Marlboro, MA1 day ago

Must possess excellent organization skills to provide accurate follow-up, understand inventory management, have the ability to understand the strategic direction of any Business Unit to which they provide customer service support and translate that strategic direction into tactics with their assigned customers. · Excellent phone communications and interpersonal skills with multiple functional groups including CSRs, Manufacturing, Supply Chain, Product Management, Sales and Marketing, Finance, Warehouse and Transportation personnel as well as external customer contacts.

Framingham, MA30+ days ago

Full-time

You will receive comprehensive offsite training to ensure your continued success, and your hard work will be rewarded with a competitive commission structure and potential bonuses for self-generated leads. In this role, you will leverage your proven experience in HVAC system sales, one-call close sales, and selling with financing options to drive sales and deliver outstanding customer experiences.

Wellesley, Massachusetts30+ days ago

$23.13–$31.29 Per Hour

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch, build and expand banking relationships through proactive customer outreach and customer service requests, and be responsible for the fulfillment of deposit accounts, payment solutions and digital access products. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Worcester, MA30+ days ago

$65,000–$120,000

We're hiring motivated individuals to join our team as Solar Sales Representatives, helping homeowners and small businesses access clean, affordable energy through community solar and rooftop solutions. This is a customer-facing, outside sales role focused on building relationships and helping people save on energy costs.

Lexington, MA30+ days ago

Remote

Full-time

Cutting-Edge Technology: Gain access to state-of-the-art tools designed to make your job easier—at no cost to you. If you’re looking for a career where your hard work is rewarded, your growth is supported, and your success is unlimited, we want to hear from you!

Holden, MA7 days ago

$18–$20 Per Hour
Part-time

Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.

Billerica, MA30+ days ago

Full-time

Provides exceptional service to the Bank’s customers regarding daily teller duties, servicing, new account transactions, addressing inquiries, understanding/determining needs, and resolving problems. NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).

Chelmsford, MA30+ days ago

$75,000–$80,000

The Business Development Representative requires a minimum of a High School diploma, bachelor's degree in business, healthcare, or a related field preferred and: Minimum 3 years of experience in field sales, outreach, or business development—preferably healthcare-related. Our commitment to operational excellence, ethical leadership, and transformative care has earned our company and leadership national recognition from trusted sources, including: Inc. 5000 –5th Fastest-Growing Private Company in America .

Pawtucket, RI30+ days ago

Remote

No previous sales experience required; receive comprehensive training on our products/services, sales techniques, and virtual communication tools. Focus solely on quality leads without cold calling, enabling you to focus on closing deals and maximizing your potential.

Dracut, MA15 days ago

$16–$18 Per Hour
Full-time

Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health. Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way.

Waltham, MA30+ days ago

Remote

Full-time

This is a unique work-from-home opportunity to build a rewarding career by helping clients secure their financial futures. We need a professional who is: An Exceptional Communicator: Skilled at connecting with people and explaining complex ideas remotely.

Framingham, MA8 days ago

Full-time

Greet and check in patients according to department protocols: verify identity, demographics, and insurance information; refer to a Health Benefit Advisor for invalid insurance; collect fees and maintain financial records. This team member is responsible for reception in our Primary Care Department, all functions of check-in and certain sites check-out, new patient registration, insurance verification, data entry and clerical duties.

Mansfield, Massachusetts30+ days ago

With a focus on exceptional patient service, the Dental Receptionist is the front line to patient communication, assisting the patient in the necessary administrative functions of dental care. 42 North Dental is committed to helping our supported practices provide quality dental care and exceptional patient care.

Hopkinton, Massachusetts30+ days ago

$60,000–$78,000 Per Year

Physical Requirements: Walk(Move, Traverse), Stand or Sit(Stationary position), Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position), Talk/hear(Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Repetitive Motion Function in the Job: Light work - Exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Our broad network of facilities, superior inventories, extensive value-added processing capabilities, and world-class technology enables EMJ to provide unsurpassed service to our customers.

Virtual, MA30+ days ago

$59,827–$65,000 Per Year

Founded in 2012, automotiveMastermind is a leading provider of predictive analytics and marketing automation solutions for the automotive industry and believes that technology can transform data, revealing key customer insights to accurately predict automotive sales. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf) .

Westminster, MA30+ days ago

With more than 420 hospitals across the U.S. and a team of over 11,000 dedicated professionals, including 1700+ veterinarians, we offer a unique blend of local leadership and national support that helps our hospitals thrive. Whether you're providing care in a hospital or supporting operations behind the scenes, PetVet is a place where you can grow your career, stay connected to your purpose, and make a meaningful impact.

Dracut, MA30+ days ago

Conducts Pre-Registration tasks for specified inpatients and outpatients prior to their date of service including: collects demographic, financial, and clinical information necessary for financial clearance of scheduled patients; obtains missing insurance information via patient’s family or physician offices; and completes insurance verification using online electronic verification system or contacting payor directly. Collects patient's necessary demographic and financial information from physician offices, acute-care entities, or the patients themselves, schedules services for patients, and handles referrals from primary care doctors to ensure patients are scheduled for recommended appointments/procedures, etc.

Lowell, MA30+ days ago

Worcester, MA30+ days ago

If you are currently an employee of Herc Rentals, please apply using this link: _Herc Employee Career Portal (https://performancemanager4.successfactors.com/sf/careers/jobsearch?bplte_company=hercrental&_s.crb=1vzawZHP23EM4ncylkxJuws98oCREXt5QR31bzyGQAI%253d)_. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

Billerica, MA9 days ago

$16–$18 Per Hour
Full-time

Holliston, MA30+ days ago

Full-time

If you take pride in delivering five-star service, thrive under pressure, and believe every customer interaction is an opportunity to make someone’s day — this is your next great role. We’re looking for an onsite Customer Service Representative (CSR) who understands the power of a warm welcome, a calm voice, and a well-handled call.

Lexington, MA30+ days ago

Deliver Customized Solutions: Use cutting-edge tools to create and present tailored insurance plans, including Indexed Universal Life (IUL) policies, annuities, and life insurance. You will be providing financial solutions, including Indexed Universal Life (IUL) policies, annuities, and life insurance, exclusively to individuals who have actively requested more information.

Westborough, MA14 days ago

Full-time

Financial Planning & Advisory SupportPrepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management. The Paraplanner / Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience for an established and mature client base.

Concord, MA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

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Financial Representative Jobs in Worcester, MA

Jobs

Financial Advisor (2 Openings)Jobot

Financial Advisor (CFP Preferred)Jobot

Financial AdvisorJobot

Financial AdvisorNYL - Boston

Remote Sales RepresentativeReineke Agency

Virtual Wealth Advisor - Boston, MACitizens

Financial Services RepresentativeMoody Street Group

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial RepresentativeDavis Family Financial LLC

Financial AdvisorNorthwestern Mutual

Financial AdvisorMoody Street Group

Senior Financial Advisor, House AccountsCommonwealth Financial Network

Senior Financial AdvisorNavigant Credit Union

Financial AdvisorThe Bulfinch Group

Financial AdvisorTranscend Practice Management

Private Client Financial AdvisorCitizens

Financial AnalystPalmer Foundry

Financial Aid Advisor - Military DivisionCalifornia Institute of Applied Technology

Global Supply Chain Financial Analyst - P3 - (Onsite)RTX Corporation

Operations, Supply Chain & Quality (OSQ) - Financial Analyst - P2 - (Onsite)RTX Corporation

Commercial Lines Associate Client RepresentativeWorld Insurance Associates, LLC.

Personal Lines Associate Client RepresentativeWorld Insurance Associates, LLC.

Summer Customer Information Center Representative - FranklinRockland Trust

Summer Customer Information Center Representative - LowellRockland Trust

Coordinator III - Customer Service RepresentativeApidel Technologies

Associate Customer Service RepresentativeTechDigital Corporation

Residential HVAC Sales RepresentativeWork With Your Handz

Senior Sales & Service Representative (Universal Banker)First Citizens Bank

Sales Representative – Paid Training – $65K–$120K+SalesDraft Recruiting

Remote Sales RepresentativeLegacy Harbor Advisors

Veterinary Client Service RepresentativeHolden Veterinary Clinic

Sales & Service RepresentativeNorthern Bank

Business Development RepresentativeICBD

Grow Your Career: Remote Sales Representative NeededJoseph and Young

Veterinary Client Service RepresentativeWignall Animal Hospital

Remote Customer Sales RepresentativeChristianSky Agency

Medical Service Representative IIEdward M. Kennedy Community Health Center, Inc.

Patient Care Representative42 North Dental

Outside Sales RepresentativeEarle M. Jorgensen Company

Sales Development RepresentativeS&P Global

Client Service RepresentativePetVet Care Centers

Patient Service Representative - Part-Time, Every Other Weekend - Westford Urgent CareTufts Medicine

Patient Service Representative - Part-Time, Every Other Weekend 2nd ShiftTufts Medicine

Patient Service Representative - Per DiemTufts Medicine

Territory Sales RepresentativeHerc Rentals

Veterinary Client Service RepresentativeBillerica Veterinary Hospital

Customer Service RepresentativeRodenhiser Home Services Inc

Virtual Sales RepresentativeKenneth Brown Agency

Paraplanner, Wealth AdvisorWorld Insurance Associates, LLC.

J.P. Morgan Wealth Management - Private Client Advisor - West ConcordJPMorgan Chase Bank, N.A.

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