Foreign Studies Advisor jobs in Massachusetts

Foreign Studies Advisor assists and advises students looking to travel abroad for studies, employment, and volunteering. Plans and leads information sessions regarding overseas opportunities, registration, credit transfer, and financial aid. Being a Foreign Studies Advisor requires a bachelor's degree. Typically reports to a manager. The Foreign Studies Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Foreign Studies Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

L
Associate Private Wealth Advisor
  • Lead Advisor, LLC
  • Westborough, MA FULL_TIME
  • Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.

    We are helping our client in Westborough, hire an Associate Private Wealth Advisor. Their full‐service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax‐efficient savings strategies, estate planning, risk management, and retirement planning.

    Associate Private Wealth Advisor Job Duties:

    • Partner with one of our Private Wealth Advisors and attend all client meetings to provide support
    • Complete diligent notes during client meetings and on the fly research
    • Schedule all existing client meetings
    • Coordinate and execute all client service and follow‐up and delegate tasks to service & planning departments
    • Collect all relevant information from clients in advance of review meetings and ensure all presentations are prepared by the service & planning teams
    • Use data gathered to create financial plans, analyses and recommendations for advisors to present to clients
    • Work with an advisor to adjust inputs and planning strategy as needed
    • Drive research and make recommendations for complex planning cases and unique scenarios
    • Be proficient in using our CRM (Client Relationship Management) system
    • Confirm client investment trades via verbal confirmation
    • Maintain client confidence and trust through zero defect work and professional, timely communications
    • Support Private Wealth Advisor in pursuing new sales and referral opportunities
    • Initiative and an ownership mentality
    • Strong written and verbal communication skills
    • Familiarity with personal financial planning topics and concepts, investments, and insurance

    The Associate Private Wealth Advisor role will be a great fit for someone who:

    • Is exacting and expects/ strives for perfection
    • Seeks a role requiring ownership and a high degree of responsibility
    • Enjoys a fast‐paced role with many moving pieces to keep track of and manage
    • Is a self‐starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished
    • Wants to be part of a driven team and fast‐paced, high‐performance environment
    • Desires a role with the ability to develop strong expertise, serve clients and provide best‐in‐ class support within a high performance team
    • Has a positive, upbeat, and can do attitude

    Qualifications:

    • Bachelor's degree required
    • Able to be in Westborough office 5x a week
    • Have SIE, Series 7 and 66 licensing through FINRA (or obtain within 9 months of employment)
    • Have Massachusetts Life and Health Insurance license (or obtain within 3 months of employment)
    • Pursuit of Certified Financial Planner (CFP®) designation is highly preferred.
    • Strong mathematical and analytical orientation
    • A high level of proficiency and comfort in Excel
    • Meticulous detail orientation (requires proofing of language and numerical work to produce client‐ ready materials)
    • Procedural work habits / exceptional organization (ability to keep track of many moving pieces and details across dozens of clients)
    • Strong work ethic/desire to get the job done right

    Salary: 60-90k base

    Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.

    Job Type: Full-time

    Pay: $60,000.00 - $90,000.00 per year

    Benefits:

    • Paid time off

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Relocate:

    • Westborough, MA: Relocate before starting work (Required)

    Work Location: In person

  • 6 Days Ago

E
Sales development representative
  • eMoney Advisor
  • Boston, MA FULL_TIME
  • Description The purpose of this position is to extend eMoney Advisor's market coverage for eMoney's products by generating new pipeline through : Executing Targeted Outbound Campaigns via phone,emaila...
  • 23 Days Ago

B
ADVISOR FOR GRADUATE PROGRAMS, Pardee School of Global Studies
  • Boston University
  • BOSTON, MA FULL_TIME
  • The Advisor for Graduate Programs is responsible for supporting graduate students success and wellbeing throughout their time at the Pardee School of Global Studies. This position plays a leadership r...
  • Just Posted

K
Client Service Associate - Westport, MA
  • Kestra Financial Independent Advisor
  • Westport, MA FULL_TIME
  • Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range ...
  • 22 Days Ago

L
Client Services Associate
  • Lead Advisor, LLC
  • Chelmsford, MA FULL_TIME
  • Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. We are helping our client, one of the largest credit unions headquartered in New Engla...
  • Just Posted

L
Investment Operations Specialist
  • Lead Advisor, LLC
  • Braintree, MA FULL_TIME
  • Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. We are helping our client in Braintree, hire an Investment Operations Specialist. Resp...
  • Just Posted

E
Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 3/28/2024 12:00:00 AM

V
Test Specialist Consultant/Expert
  • V2Soft Inc.
  • Dearborn, MI
  • V2Soft (www.v2soft.com) is a global company, headquartered out of Bloomfield Hills, Michigan, with locations in Mexico, ...
  • 3/28/2024 12:00:00 AM

E
Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 3/28/2024 12:00:00 AM

E
Financial Advisor & Consultant
  • Equitable
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 3/27/2024 12:00:00 AM

E
Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 3/27/2024 12:00:00 AM

P
Internal Advisor Consultant
  • Payden & Rygel
  • Boston, MA
  • How to apply Please send resume to: Careers@payden.com Reference: IACBOS0224-CD Subject: (Your Name, Position Title, and...
  • 3/25/2024 12:00:00 AM

H
Recruitment Consultant Role
  • Harnham
  • New York (Manhattan Financial District) $52,018 salary plus commission and bonus structure March Start Date If you enjoy...
  • 3/24/2024 12:00:00 AM

E
Sales consultant roles
  • Elizabethardencareers
  • **IN-STORE SALES** This is a wonderful opportunity to join us as a Beauty Consultant, Account Manager or Business Manage...
  • 3/24/2024 12:00:00 AM

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Foreign Studies Advisor jobs
$51,148 to $66,399