Senior Financial Advisor

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...

WHAT YOU'LL DOThe Senior Advisor Program is a curated network of C-Suite Senior level executives, former BCG MDPs, and industry & function leaders. The program includes over 225 Senior Advisors that provide a set of experiences and resources to help BCG case teams drive transformation change, provide pragmatic credibility along with deep expertise, and...

WHAT YOU'LL DOThe Senior Advisor Program is a curated network of C-Suite Senior level executives, former BCG MDPs, and industry & function leaders. The program includes over 225 Senior Advisors that provide a set of experiences and resources to help BCG case teams drive transformation change, provide pragmatic credibility along with deep expertise, and...

WHAT YOU'LL DOThe Senior Advisor Program is a curated network of C-Suite Senior level executives, former BCG MDPs, and industry & function leaders. The program includes over 225 Senior Advisors that provide a set of experiences and resources to help BCG case teams drive transformation change, provide pragmatic credibility along with deep expertise, and...

WHAT YOU'LL DOThe Senior Advisor Program is a curated network of C-Suite Senior level executives, former BCG MDPs, and industry & function leaders. The program includes over 225 Senior Advisors that provide a set of experiences and resources to help BCG case teams drive transformation change, provide pragmatic credibility along with deep expertise, and...

Role: Senior Financial Advisor - USA (SVP/Principal) Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, and client-centric approach. With a rich history of serving high-net-worth...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the...

Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary...

Senior Accountant - $90,000 /year Our client is  looking for a Senior Accountant who will work in all areas of the finance department & support the CFO in all areas of the month-end close, financial tracking, analysis, processing, and reporting requirements. Outstanding onboarding and training program   Prepare daily cash report. - Assistance in...

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Serves as mentor for a...

Job DescriptionJob DescriptionPosition Title: Advisor to the CEOLocation: Boston Massachusetts (hybrid model)Company Overview:New Silver is a fintech company with a mission - helping to improve local communities by providing fast, convenient and flexible capital to real estate investors. We use data and technology to provide our clients with fast approvals...

GENERAL SUMMARY/ OVERVIEW STATEMENT: Under the general direction of the Mass General Brigham (MGB) Director of Patient Experience Improvement, the Senior Patient Experience Advisor will lead MGB-wide and site-based projects for the improvement of patient experience. This role will work collaboratively to develop detailed project plans, metrics, and...

DescriptionWe are offering an exciting opportunity for a Tax Advisor based in Boston, Massachusetts. The successful candidate will be joining a boutique Wealth Management firm and will play a critical role in managing comprehensive preparation of tax returns for high-value individual, fiduciary, and foundation tax clients. The role involves handling...

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,...

Job DescriptionJob DescriptionThe 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...

We are looking for an experienced Senior Financial Analyst who will play a pivotal role in driving financial planning, analysis, and reporting processes within our organization. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to provide valuable insights to support strategic decision-making. What you'll do:...

Company and Senior Accountant Overview: Our client has been recognized for the second year in a row as a "Great Place to Work" and is a specialty care management organization that has been providing clinical expertise for over 20 years. The company is growing organically and by acquisition and is seeking a qualified candidate for its Senior accountant role...

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions...

Analyze billing and accounts receivable data. Work with the billing, operations and Program Leads to enhance periodic reporting and analysis Stakeholder Communication - Serve as a liaison between business stakeholders, finance and technology teams. F Financial Analyst, Financial, Analyst, Senior, Operations, Diversity