3 jobs found in Wellesley

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Wellesley, MA. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to company paid sales tools...

Washington Trust Advisors is seeking a highly motivated Wealth Associate to join our team in Wellesley, Massachusetts . This role is a critical part of our relationship management team, providing administrative and analytical support for wealth administration and investment management to assist two Wealth Advisors in our Registered Investment Advisor (RIA) division. If you have 3–5 years of experience in wealth management administrative services and are eager to grow your career in client relationship management and wealth planning, this is an excellent opportunity. You will work closely with clients and advisors, gaining exposure to all facets of wealth management. This is a foundational position for someone who values accuracy, organization, and client service and may be a good fit if you have some experience in financial services or are experienced wealth administrator. You’ll gain hands-on experience in wealth administration while building relationships with clients...