Financial Services Professional

About Equitable Advisors LLCAt Equitable Advisors LLC, we are committed to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is dedicated to providing personalized financial services and products that address the evolving needs of our clients.Our MissionWe strive to...

Account Manager Position OverviewWe are seeking a skilled and experienced Account Manager to join our team at the Master of Finance program at a prestigious university. As an Account Manager, you will be responsible for maintaining relationships with recruiters at the analyst level and ensuring a strong program-to-leading financial institution link. This...

Account Manager - Financial Services OpportunityWe are seeking an experienced Account Manager to join our team at a prestigious university. This role involves managing relationships with recruiters at the analyst level, ensuring a strong program-to-leading financial institution link. The ideal candidate will have a combination of experience in financial...

About the RoleVaco Boston has partnered with a leading Financial Services/Asset Management Firm to identify talented candidates for a career in the Financial Services and Asset Management Industry. This role offers a unique opportunity to work closely with the trading desk and back office operations, providing a strong level of exposure and experience.Key...

Job Summary: We are seeking a highly skilled Financial Administrator to provide comprehensive financial and administrative support to designated members and their research teams at Planet Professional.Key Responsibilities:Develop and submit proposals for sponsored research.Manage all financial accounts related to assigned staff.Provide administrative...

Job Summary:We are seeking a highly skilled Financial Administrator to provide comprehensive financial and administrative support to designated faculty members and their research teams at Planet Professional.Key Responsibilities:Assist faculty in developing and submitting proposals for sponsored research.Manage all financial accounts related to assigned...

Job Title: Financial Reporting SpecialistJob Description: As a key member of the Lincoln Financial Group team, this position involves preparing, analyzing, and reporting on activities related to Statutory accounting principles and standards, and financial statements.Responsibilities include participating in accounting close activities, preparing financial...

Company OverviewLPL Financial is a leading independent broker-dealer, dedicated to providing an integrated platform of proprietary technology, brokerage, and investment advisor services.We believe that objective financial guidance is a fundamental need for everyone. Our mission is to empower our advisors to deliver exceptional client experiences, while...

Job Title: Financial Services CoordinatorLocation:Job Type: HybridCompany Overview:Fanning Personnel is a reputable wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

Job Title: Financial AssociateQuantech Services is seeking a highly skilled Financial Associate to join our team. As a key member of our financial team, you will be responsible for providing financial management and accounting support to our clients.Key Responsibilities:Apply knowledge of financial management and accounting functions to gather, analyze, and...

As a key member of our team at PMG, Inc., you will learn the scope of assurance and process improvement services we provide to our global clients. You will implement business risk management processes and provide assurance regarding their effectiveness. You can apply your product, process, or technology expertise to perform functional analyses of middle...

Join Our Tax Services TeamWe are seeking a highly skilled Tax Services Leader to join our team at Withum. As a Tax Services Leader, you will play a key role in ensuring the accuracy and timeliness of tax reporting obligations for our clients in the financial services industry.Key Responsibilities:Lead tax engagements for financial services clients, including...

Client Advisor Services AssociateSCS Financial is seeking a highly organized and detail-focused Client Advisor Services Associate to join our Client Advisor Services team. As a key member of this team, you will play a critical role in supporting client relationships, maintaining accurate client information, and facilitating various firmwide support...

Financial Planning SpecialistSouth Shore Retirement Services is a reputable Boston-based independent financial advisory firm seeking a skilled Financial Planning Specialist to join their dynamic team. As a key member of the advisory team, you will work closely with clients to develop and implement customized financial plans, providing expert advice on...

Job SummaryThe Senior Investor Services Analyst is a key member of the Gen II operations team, responsible for providing Investor Services functions to sponsors and client service teams. This role requires meticulous attention to detail, strong time management, and organizational skills to thrive in a fast-paced, deadline-driven environment.Key...

Job DescriptionRockland Trust is seeking a skilled Relationship Manager to join our Investment Management Group in Boston. The ideal candidate will have a strong background in financial services and excellent communication skills.Key Responsibilities:Develop and maintain relationships with high-net-worth clients, understanding their financial goals and risk...

Job SummaryThe Senior Financial Planning and Analysis (FP&A) professional will be responsible for preparing and communicating accurate and timely financial reports, analyses, forecasting, and planning. This role will work closely with senior management and play an active role in influencing financial and operational decisions.Key ResponsibilitiesProvides...

Join Our TeamWithum is a forward-thinking, technology-driven advisory and accounting firm. Our Tax Services Team is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.Key Responsibilities:Communicating and working directly with high...

**About the Role**We are seeking an experienced Cloud Financial Services Sales Strategist to help shape and deliver on a strategy to build mindshare and adoption of Amazon Web Services in the Financial Services industry. This is an exciting opportunity to work with a talented team and contribute to the growth of Amazon Web Services.**Key...

About the RoleEscalon Services, Inc. is seeking a seasoned Chief Financial Officer to join our executive leadership team. As a key member of the team, you will partner with the Chief Executive Officer to communicate and execute the company's strategic vision. The ideal candidate will have a strong track record of leading and continuously improving the...