Associate Financial Advisor
Finance representative job in Dartmouth, MA
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 461 Faunce Corner Road,Suite 1, North Dartmouth, MA
This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $75400.00
Hiring Maximum: $80200.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Finance Associate / Cost Accounting
Finance representative job in Bristol, RI
About the Company
We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us.
As we scale production and expand operations, we're building out our finance function - and that's where you come in.
About the Role
As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems.
This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company.
What You'll Do
Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs.
Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements.
Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting.
Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting.
Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups.
Contribute to financial models for pricing, proposals, and project forecasting.
Help design and implement scalable financial processes and ERP tools as the company grows.
Ensure compliance with internal controls and support audit preparation.
Support processes related to DCAA compliance and government contracting as the company expands into defense programs.
What You Bring
Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred.
Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment).
Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus.
Technical Skills:
Strong knowledge of cost accounting principles and GAAP.
Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling).
Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar).
Strong understanding of manufacturing processes, BOMs, Routings and inventory control.
Soft Skills:
Entrepreneurial mindset and eagerness to build from the ground up.
Analytical, detail-oriented, and comfortable in a fast-moving environment.
Excellent communication and collaboration skills across technical and non-technical teams.
Why Join Us
Be part of a pioneering team in autonomous marine technology.
Help shape the finance and cost accounting systems for a growing startup.
Career growth opportunities as we scale - potential to move into senior finance or operations roles.
A mission-driven, innovative culture that values initiative, curiosity, and collaboration.
Compensation package
Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO
Equal Opportunity Statement
Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
M&A and Project Finance Associate
Finance representative job in Boston, MA
We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships
Key Responsibilities
Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects.
Conduct valuation, cash flow projections, and scenario/sensitivity analyses.
Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector.
Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams.
Prepare presentations, memos, and investment packages for internal approvals and decision-making.
Support the structuring and execution of debt and tax equity financings under senior team guidance.
Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making.
Help track and organize documentation for transactions and financing processes.
Qualifications
Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus).
2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred).
Strong technical skills in financial modeling, valuation, and Excel-based analysis.
Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing.
Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus
What we offer
Steady job in an international company
Professional growth in fast developing team experienced in the field of renewable energy
Hybrid working model
Flexible working hours
Day off on your birthday
Benefits package:
Private medical care
Sharing the costs of professional training & courses
401 (k)
📩 Apply now and help us power a cleaner tomorrow.
Private Client Financial Advisor
Finance representative job in Weston, MA
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. 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.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit
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Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. 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. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
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. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyTrader - Biodiesel
Finance representative job in Waltham, MA
We're hiring a Trader, Biodiesel. As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global in Biodiesel. The role will also include commercial analysis for new trading / supply assets, in both terms of new businesses and M&A opportunities. Ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand basis trading, locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Strong knowledge of rail logistics and current government policies as it relates to the product. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
For over 90 years Global Partners LP has been delivering the energy our communities need to grow, move, and thrive. From Alltown Fresh, with its innovative chef-led creations and guest-focused retail experience, to our vast network of over 50 liquid energy terminals across the eastern seaboard and beyond, Global Partner's integrated network of businesses delivers value day-in and day-out to our guests and customers across the US. At Global Partners we embrace the future, investing in the energy transition with initiatives like GlobalGLO and supporting the communities in which we operate with our charitable work.
We're excited for the next 90 years at Global Partners and what innovative new ideas we can bring to our guests and customers in the future. We're looking for passionate people with great ideas to contribute to our company's future. If you're motivated by what's next, Global Partners can provide you the opportunities to push your career to the next level.
The Types of “Energy” You Bring
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Effective verbal and written communication skills
Willingness and desire to learn new skills and take on new responsibilities
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
“Gauges” of Responsibility
Daily ownership and profitability of Bio-diesel and renewable diesel book of business and includes responsibility to procure the most cost-effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate term sales, rack deals, etc.
Find and implement any ways to make changes to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply on acquisitions and larger projects.
“Fuel” for You
Coins! We offer competitive salaries and opportunities for growth. We mean it! We have an amazing Talent Development Team who create trainings for growth and job development.
Health + Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
Give Back! We believe in community support. We know everyone gives in their own way, that's why we offer paid volunteer time-off to you to help an organization of your choice.
The "GPS" of our Interview Process
First thing's first, if you're interested in the role, please apply.
A talent acquisition team member will review your resume in partnership with the hiring manager. If your experience would lend to this opportunity a recruiter will contact, you.
We conduct in-person and virtual interviews and provide additional interview information or other items needed at that time.
Qualifications
5+ years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel a significant plus
Education Requirement
Bachelor's degree in business, Finance or Accounting
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
We value passion and potential. If you are enthusiastic about a position and think you can make a meaningful impact, we encourage you to apply even if you don't check every box. We embrace different perspectives, backgrounds and experiences.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Auto-ApplyInvestment Banking- United States - 2026 ReEntry Program
Finance representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyCramer Future Opportunities
Finance representative job in Norwood, MA
Job Description
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
US Equity Trader
Finance representative job in Boston, MA
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the "business" of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
* Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
* Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
* Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
* Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
* Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
* Remaining informed of new product developments.
* Fostering new trading relationships and leveraging existing relationships.
* Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
* Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
* Ability to work quickly and accurately in a fast-paced, dynamic environment.
* Demonstrate a high degree of accuracy in his/her work.
* Work well in a team oriented environment.
* Strong organizational and communication skills.
* Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
* Strong analytical skills and an ability to apply those skills in a highly practical fashion.
* An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
* Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
* Strong quantitative skills, programming experience would be additive.
* A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
* Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
* Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Auto-ApplyQuant Trader
Finance representative job in Boston, MA
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian.
Position Overview:
As a member of the Trading Desk, you will work directly with Quantitative Developers, Researchers, and the Systematic Credit Portfolio Managers. In addition to trading for Acadian's credit portfolios, you will be researching, developing, deploying, and monitoring cutting edge pricing models and strategies. Acadian's credit capabilities focus on credit long-short, high-yield, and investment-grade corporate bonds. Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.
What You'll Do:
Act as a facilitator for the placement of cash and synthetic trades for the suite of systematic strategies
Contribute to research which improves the pricing model and execution methodology
Gain in-depth knowledge of transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements
Contribute to the development of the systematic order management framework/workflow, including execution management and transaction cost analysis
We're Looking for Teammates With:
A Bachelor's degree in STEM, statistics, or mathematics
10+ years of work experience trading corporate bonds (domestic and international) and credit derivatives; experience trading other fixed income securities a plus
Firm understanding of credit market structure and familiarity with a wide range of implementation strategies
Experience with quantitative/systematic strategies within Credit Markets
Strong Python programming
Working expertise with OMS/EMS platforms (Charles River, TSImagine, MarketAxess, TradeWeb, etc)
World-class analytical skills and the ability to clearly articulate the approach, process, and results in verbal, graphical and written form
Willingness and ability to work in a collegial, results-oriented environment - must be a strong team player
Interest in following financial markets and a strong quantitative orientation for investing
Drive to deliver on high value projects and a roll up your sleeves attitude
The base salary range for this role is $180,000- $230,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings.
To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************.
Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.
Auto-ApplyFinancial Services Representative
Finance representative job in Boston, MA
Industry: Financial Services | Wealth Management | Insurance
Are you ready to step into a high-paying industry where your growth potential is truly exponential? We're looking for driven, motivated individuals to join our team as Financial Services Representatives.
This is more than just a career - it's a vehicle to build the life you want. You'll have the flexibility to go as fast or as steady as you choose, with no income caps and a clear path to leadership and long-term success.
Why Join Us?
Unlimited earning potential - You control your income based on the effort you put in
Incredible culture - Supportive, growth-minded, and fun team environment
Flexibility - Create your own schedule and work-life balance
Professional growth - Access to world-class training, mentorship, and resources
High demand industry - Build a career in financial services, one of the most stable and lucrative industries
What You'll Do
• Educate and guide clients on financial strategies that protect and grow their wealth
• Build lasting relationships by helping individuals and families achieve financial security
• Access cutting-edge tools, mentorship, and leadership development programs
• Set your own pace with where you want to be
What We're Looking For
• Ambitious, self-motivated, and coachable individuals
• Strong communication and people skills
• A desire to build long-term success in financial services
• Life & Health Producer License (preferred) OR willingness to obtain one with our guidance
Compensation
This is a performance-based role with uncapped earning potential. Our top representatives earn six figures and beyond their first year.
If you're ready to create a career with exponential growth, financial freedom, and an incredible culture, apply today.
Auto-ApplyFinancial Services Representative
Finance representative job in Boston, MA
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. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.
The Moody Street Group, LLC
, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. 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.
Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new
Financial Services Sales Representatives
with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance representative job in Mansfield Center, CT
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hiring Bonus up to $1,000
Group Life and Disability Insurance Benefits
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Work Schedule & Location
This position is an in office 34 hour per week position. Office locations are in Mansfield, CT and Hebron, CT. The selected candidate will normally work four days per week. Occasional evening and weekend work is required to meet operational needs and production requirements.
Requirements
Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Experience in a variety of computer applications, particularly Windows
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to effectively relate to a customer
Ability to execute a detailed business plan
Experience in marketing financial products
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Life and Health license (must be able to obtain)
Series 6 and 63 (must be able to obtain)
Courses on ethical and customer centered sales practices will be required
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Financial Service Representative
Finance representative job in Boston, MA
Residency Requirement
Employees must be Boston residents on their date of hire and for the duration of their
employment subject to BWSC policies and collective bargaining agreements.
Provides a variety of financial functions, as well as administrative support for the Finance department within the Commission; performs general accounting work, budgeting, accounts payable, accounts receivable administrative, and all other related duties for all financial activities.
Responsibilities
Essential Functions:
(The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.)
Reviews automatic meter reading reports, analyzes consumption trends, and calculates adjustments as needed. Reviews and processes adjustments to accounts.
Research disputed matters on accounts to determine necessary adjustments and abatements. Notifies customers of adjustments and abatement results. Enters adjustments in computerized billing system.
Processes lien applications and schedules sale readings with customers.
Coordinates investigations with revenue protection department. Calculates, processes and files Lien Certificates.
Processes approved discount applications.
Provides booth coverage and security. Researches and resolves water and sewer account issues. Reviews and resolves questions received from Customer Service or Collections regarding refunds, transfers and payment applications.
Communicates with bank representatives to request copies, credit memos, debit memos and resolve bank errors. Downloads online payment files and maintains online payment journal.
Interacts with customers and other employees to properly process payments.
Assists in training of other staff.
Reviews credit balances for refund and transfer approval. Accepts cash and check payments from customers at cash booth. Trains new cashiers and ensure procedures are followed.
Processes non-purchase order and purchase order invoices; prepares purchase order invoices payment by matching to corresponding PO paperwork and proper approvals.
Resolves all internal/external inquiries; assists supervisor in reconciliations and journal entries as necessary.
Reviews the meter reading error warning list and makes necessary corrections.
Reviews and accepts or rejects the billing register prior to bills being printed.
Prepares bills and postage summary for mail house.
Opens/closes/prints work orders for field investigations or meter and MTU replacements.
Prepares, copies, files, sends, and handles customer response to various types of notices and letters regarding access to meters, consumption and termination of water service.
Maintains various files and logs, including hard copies, scanned files, and digital photos.
Dispatches and logs calls for field employees.
Scans and processes W-9 forms as required and tracks new vendor addresses.
Receives, sorts, opens and redistributes mail. Records deposits and prepares total daily reports. Processes returned payments and communicate with customer if necessary. Cashes out at end of shift and prepares armored car pickup.
Performs special projects and related duties as assigned.
Performs similar or related work as required, directed or as situation dictates.
Qualifications
Recommended Minimum Qualifications:
Education, Training and Experience:
High School Diploma or equivalent required; Associate's Degree in Accounting or related field preferred. One to two (1 - 2) years of experience in Customer Service or Accounting, preferably in the public sector dealing with local government. Any equivalent combination of education, training, and experience.
Knowledge, Ability and Skill:
Knowledge:
Basic knowledge of various accounting, Accounts Receivable, Accounts Payable, and Collections functions; familiarity with BWSC regulations and related requirements, practices and terminology; thorough knowledge of departmental operations; familiarity with accounting principles and procedures; working knowledge of software applications; experience with General Journal entries preferred.
Ability:
Communicate effectively and tactfully with staff and the public; compose correspondence; prioritize and complete multiple tasks at one time with frequent interruptions; think analytically; operate a computer with intermediate skills using software programs for word processing, database, spreadsheets and other software as required by the position; maintain and create spreadsheets and records; use automated accounting systems.
Skill:
Excellent customer service skills; strong organizational skills; strong analytical skills; skills in all of the above listed tools and equipment.
Physical Requirements:
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is frequently required to sit, communicate, and hear, is occasionally required to walk, and must be able to handle or feel objects, tools, or controls and reach with hands and arms. The employee must occasionally lift and/or move objects weighing up to 10 pounds. Vision and hearing at or correctable to normal ranges. This position requires the ability to operate a keyboard and calculator at efficient speed.
Supervision:
Supervision Scope:
This position performs various duties requiring a thorough knowledge of departmental operations and the ability to complete assigned tasks according to established procedures and protocol.
Supervision Received:
Works under the general direction of the department manager, generally sets own daily work plan; escalates questions or issues as necessary to supervisor.
Supervision Given:
None.
Job Environment:
Work is performed in an office environment. Majority of work is performed in a moderately quiet work environment.
Operates computer, printer, telephone, copier, fax machine and all other standard office equipment.
Makes frequent contact with other departments, the general public and auditors.
Errors could result in delay or loss of service, and have potential legal and/or financial repercussions.
Affirmative Action/Equal Employment Opportunity Employer
Auto-ApplyBanker Trainee
Finance representative job in Worcester, MA
Overview It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate. Responsibilities
Customer ExperienceDevelops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.
Operational ExcellenceEnsures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
TeamworkIs an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
CredibilityFollows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
Decision MakingUnderstands and complies with Bank policies and procedures. Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately.
MiscellaneousPerforms functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements Education
High School Diploma or its equivalent is required
Associate's Degree or some college is preferred
Work Experience
6-12 months of cash handling or customer service related experience is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Expected Pay Range The expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
Auto-ApplyVirtual Financial Advisor
Finance representative job in Boston, MA
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
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 Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. 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. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
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. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyUS Equity Trader
Finance representative job in Boston, MA
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
Remaining informed of new product developments.
Fostering new trading relationships and leveraging existing relationships.
Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
Ability to work quickly and accurately in a fast-paced, dynamic environment.
Demonstrate a high degree of accuracy in his/her work.
Work well in a team oriented environment.
Strong organizational and communication skills.
Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
Strong analytical skills and an ability to apply those skills in a highly practical fashion.
An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
Strong quantitative skills, programming experience would be additive.
A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Auto-ApplyPrivate Client Banker (New Build) Southborough, MA
Finance representative job in Southborough, MA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Southborough,MA $22.50 - $30.29 / hour
Banker II
Finance representative job in Maynard, MA
It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Responsibilities
Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals.
Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
High School Diploma or its equivalent is Required
some college
Work Experience
1-2 years Banker or similar customer service-related experience within banking is Required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.
Licenses and Certifications
Must attain designation of Notary Public within 6 months. Required
Expected Pay Range The expected annual pay range for this role is $37,927 to $54,024. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Auto-ApplyPrivate Client Banker (New Build) Pembroke. MA
Finance representative job in Pembroke, MA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Pembroke,MA $22.50 - $30.29 / hour
Banker Trainee
Finance representative job in Maynard, MA
Overview It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate. Responsibilities
Customer Experience
Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate.
Operational Excellence
Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services. Stays informed of and adheres to alerts, procedures and policies.
Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork
Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility
Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals.
Decision Making
Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Brings requests for exceptions to branch supervisors as appropriate.
Miscellaneous
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
High School Diploma or its equivalent is Required
Associate's Degree or some college is Preferred
Work Experience
6-12 months of cash handling or customer service related experience is Required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Expected Pay Range The expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
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