Senior Financial Advisor

Job SummaryEdelman Financial Engines is seeking a Senior Financial Advisor to provide objective, fee-based advice and asset management to help clients build a better financial future. As a fiduciary, we prioritize our clients' best interests and do not accept financial incentives or commissions.Key ResponsibilitiesProvide outstanding financial advice and...

Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentCase Development and...

At Baystate Financial, we're looking for a skilled Entry-Level Financial Advisor to join our team. As a comprehensive financial planning specialist, you'll work closely with clients to understand their financial goals and develop customized plans to help them achieve success.Your primary focus will be on creating financial plans that cover investments,...

Job SummaryCitizens Financial Group, Inc. is seeking a skilled Private Wealth Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and support to our senior bankers. Your primary focus will be on managing the day-to-day activities of the senior banker's book of...

Job SummaryThe Senior Financial Reporting Manager will play a key role in ensuring the accuracy and efficiency of our financial reporting processes. This includes working closely with our external audit and tax advisors to meet company objectives, as well as leading our internal financial reporting efforts. The ideal candidate will have a strong background...

Financial Advisor OpportunityAt LPL Financial Holdings, Inc., we are seeking a skilled Financial Advisor to join our team at Hanscom Federal Credit Union in Boston, MA. As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to Hanscom Federal Credit Union...

Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Leggat McCall Properties. As a key member of our finance department, you will be responsible for overseeing a multifaceted portfolio of construction projects, including all related accounting, reporting, and analysis.Key Responsibilities:Oversee project accounting,...

Financial Advisor Opportunity at Hanscom Federal Credit UnionLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Hanscom Federal Credit Union in Boston, MA, would allow you to join the Investment Program as a Financial Advisor associated with LPL...

Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to finance combines creative problem-solving with a commitment to excellence, empowering you to challenge the status quo and drive positive change in the industry.As a Senior Manager, Wealth Advisor within...

About the Role:This is a unique opportunity for seasoned financial advisors to grow their business with support from TalentPro Recruiting. As a Financial Advisor or Wealth Advisor, you will provide comprehensive financial planning and investment management services to clients across the U.S. Your clients will range from individuals looking to grow their...

Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Webster Bank in Boston, MA offers a unique opportunity to join the Investment Program and build a successful business.Key Benefits:Service an existing book of business upon hireBuild a...

Job DescriptionBecome a part of a leading financial services company and embark on a rewarding career as a Financial Representative with Northwestern Mutual. Our team of professionals is dedicated to helping clients achieve their financial goals and objectives.As a Financial Representative, you will have the opportunity to develop strong relationships with...

About the Opportunity:This is a unique and ongoing recruitment opportunity for seasoned financial advisors looking to make their next move. As a seasoned financial advisor, you will provide comprehensive financial planning and investment management services to clients across the U.S.Your clients will range from individuals looking to grow their savings, plan...

Citizens Private Bank is seeking a highly skilled Wealth Management Advisor to join its team. As a key member of the bank's wealth management division, this individual will be responsible for delivering comprehensive financial solutions to ultra-high net worth (UHNW) clients.The ideal candidate will have a strong background in wealth management, with a focus...

Job Summary: We are seeking a highly skilled Senior Financial Reporting Manager - CPA to lead our financial reporting, external audit, and tax services. The ideal candidate will have 7 years of experience and a strong background in financial management.Key Responsibilities:Manage all aspects of financial reporting, external audit, and tax services.Lead daily...

About the RoleThe Snyk FP&A Team is seeking a highly skilled Senior Financial Planning and Analysis Business Partner to join our high-impact team. As a trusted advisor to senior leadership, you will leverage your financial expertise to shape strategic investments, analyze growth metrics, and drive efficient operations.Key ResponsibilitiesCollaborate with...

Wealth Management OpportunityCitizens Private Bank is seeking a talented Wealth Strategist for Ultra-High Net Worth Clients to join our team. As a key member of our wealth management team, you will work closely with a Senior Wealth Advisor to deliver comprehensive financial solutions to our Ultra-High Net Worth (UHNW) clients.Key Responsibilities:Client...

About the RoleWe are seeking a highly skilled Senior FP&A Business Partner to join our high-impact team at Snyk. As a trusted advisor to senior leadership, you will wield financial expertise to shape strategic investments, analyze growth metrics, and drive efficient operations.Key ResponsibilitiesCollaborate with senior leaders to develop and manage annual...

Job Summary:As a Senior Financial Reporting Manager - CPA, you will be responsible for managing all aspects of the hospital financial reporting, external audit, and tax services. This includes leading the daily activities in the financial reporting, external audit, and tax areas to ensure the completion of the annual external audit plan in conjunction with...

Role Overview:As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.You will be empowered to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds,...