Financial Advisor

Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment?  Your responsibilities as a Financial Advisor will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and...

Job Description Job Description Im recruiting for a growing financial services firm who is looking to hire several experienced Financial Advisors to join their team. You can be located anywhere in the U.S. and its a 100% remote role. In order to be considered for this role, they have a few minimal requirements: You must be licensed and have experience...

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...

Work with advisors on select group of clients to assess needs, goals, and planning issues. Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client...

The Director of Fiduciary Solutions at Focus Financial Partners (‘Focus’) will be responsible for leading a rollout of trust and estate value added planning capabilities to advisors at Focus Firms. Focus has built centralized partnerships with best in class directed trust companies in South Dakota, Delaware and Tennessee. We are seeking an...

Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by...

Looking to get out of public? Looking for a better work life balance?*Please note: only local Massachusetts applicants will be considered.The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team!The Tax Advisor will assist with initiatives related to tax analysis and...

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...

Job DescriptionJob DescriptionMust-Haves 1 Bachelor's degree in Accounting, Finance, or related field from four-year college or university required 2 Certified Public Accountant (CPA) required 3 At least 7 years related experienceNice-To-Haves 1 Experience with accounting software, inter-fund accounting for subsidiary entities; nonprofit accounting...

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

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...

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

_** **_**No visa sponsorships supported** **Must Have ; BS degree in Accounting, Finance, or related field from four-year college or university required - AND - CPA - AND - Minimum 7 years related experience** **.** ***: The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company’s...

Looking to get out of public? Looking for a better work life balance? *Please note: only local Massachusetts applicants will be considered. The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team! The Tax Advisor will assist with initiatives related to tax analysis...

**Registered Principal for Investment Operations** Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Supervisory Operations Team. Responsibilities for this role include, but are not limited to: - Client File Reviews - Detached Office Inspections and Monitoring - Compliance Resource to Firm...

Job Description TECHNICAL ADVISOR – TRANSACTION ADVISORY Future Energy Overview: Driven by a global network of purpose-driven professionals who live and breathe the Power of Commitment, GHD is actively helping clients and communities navigate the complex and rapidly evolving energy transition. Due to the ongoing success of this initiative, we are...

Baystate Financial is looking for an enthusiastic and talented professional to fill the full-time position of Administrative Assistant in our Boston, MA office. Applicant must have excellent telephone and interpersonal skills, strong computer skills (Microsoft Office and Windows), organizational and time management skills and attention to detail. Must be...

An international Fitness and Sports Event company has exclusively retained Creative Financial Staffing to identify a VP of Finance ready to take the next step to a CFO position. This position is based in Boston and will be charged with building out the accounting and finance functions. Why the CFO opportunity? The Company: Founder-owned and led...