35 financial advisor jobs at 11 companies in Concord, NH
3w
Save
Mark Applied
Hide
3w
Financial Advisor
Charlestown, New Hampshire, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Provides personalized financial advice and wealth management services.
Financial services or sales experience, financial registration or certification, professional or military progression, or a bachelor's degree or equivalent experience. SIE, Series 7, Series 66, and state insurance licenses required.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and legal US work authorization without sponsorship.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience. Requires communication, presentation, networking, organizational, and client advisory skills, background check, and U.S. work authorization.
Securities Industry Essential (SIE) Exam, Series 7, Series 66
Financial Advisor (Multiple Levels)- - North Andover, Massachusetts
North Andover, Massachusetts, United States
$72k-$108k/yrFieldFull Time
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
2+ YOERequires 2+ years providing financial advice, planning, and investment sales; SIE, Series 7, Series 63, and L&H/Series 66 credentials; consultative sales, wealth product, communication, and relationship-building skills.
Edward Jones: Offers investment management and financial planning through local branches.
3+ YOESeries 7 and Series 66 (or ability to obtain), FINRA and state insurance licenses, high school diploma required (bachelor's preferred), 3+ years securities experience preferred, strong client relationship and regulatory knowledge.
Thrivent: Member-owned fraternal benefit society offering financial and insurance services.
Bachelor's degree or equivalent experience; securities and state insurance licenses required or obtainable within 90 days; eligibility for registration in all 50 states and satisfactory background check.
Microsoft Teams, Zoom, Thrivent Planning Platform, Salesforce, MoneyGuidePro, Morningstar
Bedford or Billerica or Burlington or Concord or Wilmington or Beverly
$70k-$80k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires Series 7 and 66, or Series 63 and 65, one year of investment and financial services or sales experience, high school diploma/GED, communication, relationship-building, and regulatory diligence.
Billerica or Bedford or Burlington or Concord or Wilmington or Beverly
$70k-$80k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEHigh school diploma/GED, Series 7 and 66 or Series 63 and 65, and at least one year each in investments and financial services or goal-oriented sales. Strong client, communication, risk management, and organizational skills required.
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Bachelor’s degree or equivalent experience; FINRA Series 7/63/65/66 within 90 days; life/health license or obtained within 90 days; eligibility to register in all 50 states; satisfactory background check.
Thrivent Planning Platform, Salesforce, MoneyGuidePro, Morningstar, Microsoft Teams, Zoom
Atlantic Community Bankers Bank: Provides correspondent banking services to community financial institutions.
3+ YOEBachelor's degree, minimum 3 years relationship management or related financial services experience, Salesforce/CRM experience, strong presentation and negotiation skills, willingness to travel throughout New England.
WEI: Provider of custom IT infrastructure and integration solutions.
5+ YOEBachelor's degree in accounting, finance, business, or economics plus 5+ years in contract compliance, financial or operational analysis, risk, business operations, auditing, controls, consulting, or contract review.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.