Job Description
Job Description
The Moody Street Group, LLC , a general agency, of OneAmerica Financial , 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
Powered by JazzHR
ZUjOAxoCVD
Financial Solutions Advisor - Consumer Investments - Boston West Market
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...
Financial Advisor
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area. Financial Advisor have access to the best of both worlds, a regionally focused financial institution with an engaged mem...
Merrill Financial Solutions Advisor - Wellesley Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Financial Advisor
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. What you’ll do as Financial Advisor:. Ideally, you have 2+ years of experience working as a Financial Advisor. Corebridge Financial Services has been ...
Financial Advisor - Webster Bank
This employment opportunity at Webster Bank in Boston, MA would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partners with banks to offer a complete...
Financial Advisor
Financial Services Representative/Financial Advisor. 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. Our Financial Services Sales Representatives. We are supported by a marketing staff t...
Financial Advisor
New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributi...
Financial Advisor
OVERVIEW Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, consta...
Assurance Advisor - Financial Services Office- Senior- Multiple Positions- 1501835
Assurance Advisor (Financial Services Office) (Senior) (Multiple Positions. Advise on the validity of financial statements, business-critical information or processes to companies, investors, and regulators. Supervising the planning, execution, reporting on audits of financial statements prepared in...
Merrill Financial Solutions Advisor - St Louis Metro Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...