Senior Financial Advisor

Job DescriptionJob DescriptionJob Description: We are seeking an experienced Senior Financial Advisor to join our team and provide comprehensive financial advice to our clients. As a Senior Financial Advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing customized financial...

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Webster Bank in Boston, MA would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...

Role: Senior Financial Advisor - USA (SVP/Principal) With a rich history of serving high-net-worth individuals and institutions, we are certain of adding value to you and your clients! Your primary responsibility will be to provide comprehensive financial planning and investment management services tailored to the unique needs and objectives of each...

KLR Executive Search is pleased to collaborate with our Wealth Management division as they continue to expand their practice. KLR Wealth Management consists of a team of highly skilled experts who offer comprehensive professional services to accomplished individuals and families. They employ a consultative approach to assess clients' current financial...

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...

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...

DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural competitive advantage, but we put...

As the senior application developer, you will support technology initiatives and ongoing development efforts for the Enterprise Risk Management (ERM) business group. The role has a broad set of responsibilities covering application technology enhancements as a senior full-stack developer, troubleshooting and identifying / fixing technical challenges,...

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...

Senior Director, Financial Planning & Analysis (FP&A) page is loaded Senior Director, Financial Planning & Analysis (FP&A) Apply locations Boston time type Full time posted on Posted 29 Days Ago job requisition id R1052 Senior Director, Financial Planning & Analysis (FP&A) As the Senior Director of FP&A, you will report into the CFO and support the...

Senior Director, Financial Planning & Analysis (FP&A) If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information. As the Senior Director of FP&A, you will report into the CFO and support the development of financial strategies, budgeting, forecasting, and reporting across...

Senior Investment Strategist Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of...

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...

Senior Financial AnalystBased at Rapid7 global headquarters in Boston, the Senior Financial Analyst will serve a hybrid role acting as both a Business Partner and working on our Corporate FP&A team. The Senior Financial Analyst will serve as the primary Finance Business Partner supporting our G&A functions, while also working on financial consolidation and...

The Finance function serves both internal and external customers: colleagues within our company, client organizations, shareholders, financial institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Health Wealth and Careers Finance and will report jointly to Employee...

SENIOR FINANCIAL ANALYST Our client, a rapidly growing Boston based consumer product goods company, is looking for a Senior Financial Analyst to join their finance organization. The Senior Financial Analyst will provide FP&A and ad‐hoc reporting and analysis to support the Corporate FP&A team. The Senior Analyst will be expected to support a team that...

Senior Financial AnalystBased at Rapid7 global headquarters in Boston, the Senior Financial Analyst will serve a hybrid role acting as both a Business Partner and working on our Corporate FP&A team.  The Senior Financial Analyst will serve as the primary Finance Business Partner supporting our G&A functions, while also working on financial consolidation and...

Economists in the Compliance Risk Analysis Division (CRAD) will conduct quantitative analysis and research to support bank supervision and to advise OCC senior management on policy and regulation related to topics including consumer protection, fair lending, financial technology and financial inclusion, credit access and community reinvestment, and bank...

Creative Financial Staffing is partnered with a non-profit school based in Brookline, MA. The group is seeking an Senior Accountant to join their team. The Senior Accountant will be the CFO's right hand and will own all of the day-to-day accounting. Highlights of the Senior Accountant Opportunity: Founded almost 100 years ago, this school is both fierce in...