22 banking advisor jobs at 8 companies in Boxborough, MA
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Personal Banking Advisor
Weymouth, Massachusetts, United States
$20-$22/hr OnsiteFull Time
High school diploma or equivalent; electronic banking channel experience preferred. Requires effective communication, business and financial analysis, computer use, and occasional travel and lifting.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay
2mo
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Relationship Advisor II- Life Science/Healthcare Banking
Boston, Massachusetts, United States
$67k-$90k/yr HybridFull Time
1+ YOEBachelor's degree with 1 year banking/financial services or HS/GED with 5 years experience. Strong communication, organizational, time-management, and teamwork skills; knowledge of KYC/BSA/AML processes.
1mo
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Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
3+ YOEUndergraduate degree preferred; 3+ years customer-facing sales in investment/private banking/wealth/real estate; experience with HNW clients, CRM and Microsoft Office; strong communication, negotiation, research, and multilingual skills advantageous.
Microsoft Office, CRM
3w
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
2mo
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Member Relationship Advisor I - (Universal Banker)
Woonsocket, Rhode Island, United States
OnsiteFull Time
High school diploma/GED required; strong verbal/written communication, Microsoft Office and internet proficiency, customer service and sales orientation; ability to multitask, lift 25 lbs, and travel within the credit union footprint. Banking experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, CuneXus
2mo
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Senior Home Lending Advisor - Medway MA - Medway Branch
Medway, Massachusetts, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending and retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC guidelines, local real estate market knowledge, excellent communication, NMLS registration required.
NMLS, Windows
1mo
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Financial Solutions Advisor Registration Candidate - Concord Center Financial Center
Concord, Massachusetts, United States
$29-$34/hr OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, make referrals, recommend banking and investment solutions; obtain required industry licenses and SAFE Act registration; high school diploma required.
2mo
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Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yr HybridFull Time
6+ YOE6+ years financial services experience (or Bachelor's), including 4+ years lending transaction management; FINRA Series 7 required/obtainable within 90 days; strong transaction leadership, advisor-facing communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Degreed
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Senior Audit Manager, Wealth Management
New York City or Chicago or Boston
$120k-$150k/yr HybridFull Time
10+ YOEBachelor's degree in accounting, finance, or related field; 10+ years of progressive audit experience including internal audit in a large U.S. bank, wealth manager, or registered investment advisor; wealth management risk expertise and leadership skills.
Microsoft Office
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