✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Milford, MA
3 positions found
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
J
Financial Advisor (CFP Preferred)
🏢 Jobot
Salary not disclosed
Join Us! This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $125,000
- $175,000 per year A bit about us: The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor.
If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you! Why join us? Exponential Growth Full benefits Friendly Culture Job Details Position: Senior Financial Advisor Location: Westborough, MA Target Salary: up to $175k depending on experience + bonus Our client is a thriving independent wealth management firm with offices in 6 states.
We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals.
We offer a competitive salary; excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.
Who You Are Dedicated and client-focused financial professional Thrive in a team-oriented environment Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients Highly organized, proactive, solution-oriented Motivated to grow within a supportive and dynamic firm Responsibilities Cultivate relationships with prospective clients and leverage our expensive referral networks to drive business growth Develop a pipeline of new businesses through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs Qualifications 10+ years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships The ability to translate complex financial concepts into clear, actionable guidance for clients A proven track record of business development and client network expansion Bachelor’s degree from a nationally recognized institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or the ability to obtain it within a designated timeframe A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team.
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.
Each advisor is supported by a dedicated Client Service Associate (CSA).
The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.
Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events.
The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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 /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $125,000
- $175,000 per year A bit about us: The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor.
If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you! Why join us? Exponential Growth Full benefits Friendly Culture Job Details Position: Senior Financial Advisor Location: Westborough, MA Target Salary: up to $175k depending on experience + bonus Our client is a thriving independent wealth management firm with offices in 6 states.
We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals.
We offer a competitive salary; excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.
Who You Are Dedicated and client-focused financial professional Thrive in a team-oriented environment Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients Highly organized, proactive, solution-oriented Motivated to grow within a supportive and dynamic firm Responsibilities Cultivate relationships with prospective clients and leverage our expensive referral networks to drive business growth Develop a pipeline of new businesses through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs Qualifications 10+ years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships The ability to translate complex financial concepts into clear, actionable guidance for clients A proven track record of business development and client network expansion Bachelor’s degree from a nationally recognized institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or the ability to obtain it within a designated timeframe A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team.
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.
Each advisor is supported by a dedicated Client Service Associate (CSA).
The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.
Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events.
The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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 /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
J
Financial Advisor
🏢 Jobot
Salary not disclosed
This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000
- $200,000 per year A bit about us: We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care.
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.
Our client-centric philosophy blends personalized service with a holistic planning approach, covering everything from investment management to retirement, tax, insurance, and estate planning.
We believe in building lasting relationships based on trust, transparency, and results.
Beyond our commitment to clients, we’re deeply invested in creating a collaborative and rewarding work culture where talented professionals can thrive.
We also take pride in giving back—supporting the communities and charitable organizations that matter most to our team.
If you’re looking for a firm that values professional growth, teamwork, and doing what’s right for clients, we invite you to explore opportunities with us.
Why join us? Why Join This Team? Competitive compensation and comprehensive benefits package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships.
Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement.
With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals.
Who You Are A dedicated financial professional focused on delivering exceptional client service Thrive in a team-based environment and value long-term relationship building Organized, proactive, and solution-oriented Motivated to grow within a supportive and dynamic firm Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor’s degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or willingness to obtain within a designated timeframe Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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 /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $120,000
- $200,000 per year A bit about us: We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care.
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.
Our client-centric philosophy blends personalized service with a holistic planning approach, covering everything from investment management to retirement, tax, insurance, and estate planning.
We believe in building lasting relationships based on trust, transparency, and results.
Beyond our commitment to clients, we’re deeply invested in creating a collaborative and rewarding work culture where talented professionals can thrive.
We also take pride in giving back—supporting the communities and charitable organizations that matter most to our team.
If you’re looking for a firm that values professional growth, teamwork, and doing what’s right for clients, we invite you to explore opportunities with us.
Why join us? Why Join This Team? Competitive compensation and comprehensive benefits package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships.
Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement.
With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals.
Who You Are A dedicated financial professional focused on delivering exceptional client service Thrive in a team-based environment and value long-term relationship building Organized, proactive, and solution-oriented Motivated to grow within a supportive and dynamic firm Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor’s degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or willingness to obtain within a designated timeframe Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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 /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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