SB Financial Services Manager jobs in Plymouth, MA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

B
Financial Planner - Wealth Manager
  • Baystate Financial
  • Plymouth, MA FULL_TIME
  • Why Choose Baystate Financial for Your Career Path?

    In today's intricate industry, there is a demand for a diverse set of specialized skills that only a few financial professionals possess individually. Baystate Financial recognizes the importance of prioritizing YOU as the client and offers the necessary product and sales support to optimize your time spent with clients.

    As a financial professional at Baystate Financial, your main focus will revolve around comprehensive financial planning, encompassing investments, insurance, and addressing your clients' entire financial landscape. You will develop tailored financial plans that cater to each client's specific needs, considering potential life changes and evolving financial requirements. Additionally, you will assist clients in implementing recommended financial strategies, such as life insurance, savings plans, mutual funds, and other relevant products.

    What you get!

    • No experience is needed, we will fully train you with a road-to-success roadmap. We will reimburse you for any study materials and licensing.
    • Potential earnings; If you follow the roadmap you can potentially earn anywhere from $80,000 - $100,000 annually

    This is an in-office position, so candidates must be local to Plymouth, Massachusetts.

    WEBSITE

    http://baystatefinancial.com

    SOCIAL MEDIA

    https://www.linkedin.com/company/baystate-financial-services

    Compensation:

    $80,000 - $100,000 at plan commission

    Responsibilities:

    • Client Acquisition and Marketing
    • Discovery
    • Case Development and Analysis
    • Financial Plan Presentation
    • Implementation
    • Ongoing Service

    Qualifications:

    • A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred

    About Company


    The culture at Baystate Financial is a simple one - we're a customer-centric, full-service financial firm. Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses. At Baystate Financial, our team is the very fabric of our firm. This is a place where bright, motivated individuals can make an impact, contributing in meaningful ways to what we are – and who we are – as a firm. Join Us!

  • 20 Days Ago

S
New Business Processor - Financial Services
  • SHP Financial Inc.
  • Plymouth, MA FULL_TIME
  • 5. GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients a...
  • 4 Days Ago

U
Financial Controller
  • Ultra Global Business Services
  • Braintree, MA FULL_TIME
  • Unleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies.Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delive...
  • 21 Days Ago

A
Financial Analyst
  • Axelon Services Corporation
  • Norwell, MA FULL_TIME
  • Job Title : Financial Analyst Location : Norwell, MA Job Summary: Billing Specialist to assist with all aspects of AR functions within the Finance team. Responsibilities & Duties: Accounts Receivable ...
  • 9 Days Ago

F
Financial Services Representative
  • Fidelity Investments
  • Scituate, MA FULL_TIME
  • Job Description : Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then j...
  • 21 Days Ago

P
Director, Financial Planning and Analysis
  • P32HS Point32Health Services Inc
  • Canton, MA FULL_TIME
  • Who We Are Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 SB Financial Services Manager jobs found in Plymouth, MA area

C
Accounts Payable
  • Complete Staffing Solutions, Inc.
  • Canton, MA
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 3/28/2024 12:00:00 AM

B
Financial Planner - Wealth Advisor
  • Baystate Financial
  • Plymouth, MA
  • Why Choose Baystate Financial for Your Career Path? In today's intricate industry, there is a demand for a diverse set o...
  • 3/28/2024 12:00:00 AM

P
Equity Research Analyst
  • Planet Professional
  • Boston, MA
  • Job Title: Equity Research Analyst Job Location: Boston, MA (financial district) Onsite daily Industry: Investment firm ...
  • 3/28/2024 12:00:00 AM

D
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Brockton, MA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Brockton, MA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Brockton, MA
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 3/27/2024 12:00:00 AM

D
Supervisory Internal Revenue Agent, Temp NTE 1yr, MNBE, MNBMP (9 Month Roster)
  • Department Of The Treasury
  • Brockton, MA
  • Duties WHAT IS THE TEGE (Tax Exempt/Government Entities)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

B
Senior Financial Advisor
  • Baystate Financial
  • Marshfield, MA
  • Job description Elevating your Practice with Baystate Financial! Job description: Looking to elevate your practice? Bays...
  • 3/26/2024 12:00:00 AM

The latitude of Plymouth is 41.95833 and its longitude is −70.66778. According to the United States Census Bureau, the town has a total area of 134.0 sq mi (347 km2), of which 96.5 sq mi (250 km2) is land, and 37.5 sq mi (97 km2) (28%) is water. With the largest land area of any municipality in Massachusetts, Plymouth consists of several neighborhoods and geographical sections. Larger localities in the town include Plymouth Center, North, West and South Plymouth, Manomet, Cedarville, and Saquish Neck. Plymouth makes up the entire western shore of Cape Cod Bay. It is bordered on land by Bourne ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$182,322 to $248,362
Plymouth, Massachusetts area prices
were up 1.6% from a year ago

SB Financial Services Manager in Atlanta, GA
On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
February 17, 2020
SB Financial Services Manager in Pittsfield, MA
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 22, 2020
SB Financial Services Manager in Abilene, TX
Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
February 24, 2020