3 finance jobs found in Wellesley

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...

We are seeking experienced  Mortgage Originators in MA to join our lending team based in Wellesley, MA.  Washington Trust offers our mortgage professionals a comprehensive product menu, an expansive portfolio lending program and rapid turn-around from a great Operations team, which truly differentiates us from the competition.   We are looking for independent, dynamic, and energetic sales-oriented professionals. Mortgage Loan Originators need proficient mortgage industry knowledge in order to originate loans and develop realtor and business contacts.  This position is focused on outside sales and may be located in MA, NH, RI or CT.   Additional requirements include: Outside sales mortgage origination experience with a proven record of developing networks, attracting new clients, and sales delivery.  In-depth knowledge of the mortgage industry, products, lending practices and guidelines Ability to grow through referral networks to a minimum...

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...