402 Results for

Wealth Advisor Jobs in Somerville, MA

Jobs

Boston, MA8 days ago

$100,000–$140,000 Per Year

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.

Boston, MA7 days ago

$85,000–$95,000 Per Year

Our client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. 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

$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

$120,000–$200,000 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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

New!

Boston, MA6 days ago

$150,000–$160,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Job Functions:

Prepares, reviews and processes estate tax, fiduciary income tax, and gift tax returns (forms 706, 8971, 1041 and 709 and related state filings) for the Wealth Management Group clients.

Boston, MA30+ days ago

p>Required qualifications, skills and experience:

• Record of academic and professional achievement • Four plus years of private wealth management, financial services, or related professional experience • Prior sales, fundraising, business development or investing experience preferred • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) • Demonstrated strong connectivity within an established network • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment • Exceptional client focus, business development, and relationship management skills • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships • Creative approach to problem solving and developing innovative solutions for clients • Self-motivated and able to work in an autonomous, yet collaborative environment • Commitment to excellence and a high level of integrity. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Boston, MA30+ days ago

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.

Boston, Massachusetts19 days ago

p>For California Applicants: Information on your California privacy rights can be foundhere. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Boston, MA30+ days ago

For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.. 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.

Westwood, MA30+ 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.

MA21 days ago

$65,000–$70,000 Per Year

p>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.

Danvers, MA30+ days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

Weymouth, MA30+ days ago

$105,000–$250,000 Per Year

Danvers, MA19 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

Gloucester, MA19 days ago

$105,000–$250,000 Per Year

MA30+ days ago

$105,000–$250,000 Per Year

Our Wealth Advisors 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. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Needham, Massachusetts19 days ago

p>For California Applicants: Information on your California privacy rights can be foundhere. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Boston, Massachusetts30+ days ago

$100,000–$140,000 Per Year

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Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.

New!

Boston, MA1 day ago

$80,000–$140,000 Per Year

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

Boston, Massachusetts19 days ago

To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

For California Applicants: Information on your California privacy rights can be foundhere.

MA30+ days ago

$80,000–$95,000 Per Year

p>_____.

Boston, MA30+ days ago

Full-time

Preferred qualifications, capabilities, and skills: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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

Boston, MA30+ days ago

$24,258–$81,036 Per Year

p>• Bachelors Degree preferred • Proven organizational skills with ability to prioritize and strong attention to detail • General knowledge and interest in investment services • Highly comfortable with learning new technology platforms • Strong telephone skills, proficient in Microsoft Office skills (Word, Excel, Outlook) • Excellent verbal and written communications skills.

Location: Boston, MA - 131 Clarendon St.

Principal Objective: Performs a variety of administrative, sales, and marketing support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation.

Boston, MA12 days ago

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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem.

Boston, MA30+ days ago

$106,180–$132,720 Per Year

Expectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.

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.

Boston, MA30+ days ago

Full-time

Mattapan, MA30+ days ago

Full-time

Wayland, MA30+ days ago

Full-time

New!

Andover, Massachusetts5 days ago

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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Boston, Massachusetts30+ days ago

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Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.

Medford, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Wayland, MA30+ days ago
This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Marlborough, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

MA30+ days ago
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.

Westford, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Lawrence, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Concord, MA30+ days ago
This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Boston, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Westborough, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Reading, MA30+ days ago
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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Boston, Massachusetts30+ days ago
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Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.

Boston, MA30+ days ago
$85,000–$160,000 Per Year
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Boston, Massachusetts30+ days ago
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Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Boston, MA30+ days ago
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Wellesley, MA30+ days ago
$68,000–$120,000 Per Year
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Boston, MA30+ days ago
Key responsibilities of the Wealth Management Consultant may include: • Design and implement business changes that drive industry-specific, function, and digital operating model transformation, focusing on tasks relating to people and process. • Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.

Boston, MA7 days ago
The role will partner cross-functionally with Private Wealth leadership, change management, operations, learning, product, technology, and field leaders to simplify workflows, improve usability, and strengthen business execution.
Strong knowledge of Wealth Management and Private Wealth, including advisor workflows, the client lifecycle, client needs, and practice management dynamics.

MA26 days ago
Working within an integrated platform across wealth management, valuation, and transaction partners, you will contribute to financing solutions that unlock liquidity from illiquid or complex assets while maintaining disciplined risk management, strong execution, and a consistent client experience. In this fast-paced role, you will help structure and deliver custom lending solutions across commercial real estate, unsecured lending, restricted stock and concentrated equity financing, and other specialty structures, supporting complex liquidity and financing objectives.

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Wealth Advisor Jobs in Somerville, MA

Financial Advisor (2 Openings) Jobot

Financial Advisor (CFP Preferred) Jobot

Legal Administrative Assistant – Private Wealth, Trusts & Estates Jobot

Financial Advisor Jobot

Financial Planner (Series 7/63/65/66) Jobot

Fiduciary Tax Accountant Vaco LLC

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston The Goldman Sachs Group Inc

Senior Wealth Advisor Beacon Pointe Advisors

Associate Wealth Advisor Focus Partners Wealth

Senior Wealth Advisor Beacon Pointe Advisors LLC

Virtual Wealth Advisor - Johnston, RI Citizens Financial Group Inc

Virtual Wealth Advisor - Boston, MA Citizens Financial Group Inc

Wealth Advisor - Danvers/Gloucester, MA Citizens Financial Group Inc

Wealth Advisor - Hingham/Weymouth, MA Citizens Financial Group Inc

Wealth Advisor - Danvers, MA Citizens Financial Group Inc

Wealth Advisor - Gloucester, MA Citizens Financial Group Inc

Wealth Advisor - Boston, MA Citizens Financial Group Inc

Associate Wealth Advisor Focus Partners Wealth

Associate Wealth Advisor Corient

Senior Associate Wealth Advisor Focus Financial Partners

Associate Wealth Advisor Focus Financial Partners

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA JPMorgan Chase Bank, N.A.

Wealth Advisor Administrator - Boston MA - 131 Clarendon St Berkshire Bank

Director, Wealth Advisor Choreo

Wealth Advisor Voya Financial Inc

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

J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA JPMorgan Chase Bank, N.A.

Wealth Management Advisor (Andover, MA) TIAA

Wealth Advisor Cerity Partners

J.P. Morgan Wealth Management - Private Client Advisor - Medford, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Marlborough, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Westford, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Lawrence, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - West Concord JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Boston, MA (Chinatown) JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Westborough, MA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor, Reading, MA JPMorgan Chase & Co

Senior Wealth Analyst Corient

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Boston The Goldman Sachs Group Inc

Private Wealth Management Wealth Management Associate Morgan Stanley

Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston The Goldman Sachs Group Inc

Wealth Management Associate Morgan Stanley

Wealth Management Consultant Accenture Plc

Wealth Platforms Enablement Lead -Private Wealth (Boston, NYC, or San Francisco) Citizens Financial Group Inc

J.P. Morgan Wealth Management - Vice President, Custom Lending Specialist JPMorgan Chase & Co

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