Financial Services Consultant
4 days ago
**Job Overview:**
We are seeking highly motivated, success-oriented individuals to join our team as Financial Services Representatives. Our representatives utilize a values-based approach and market primarily by introduction, leveraging a sophisticated training program and technical sales support.
**About Us:
The Moody Street Group, LLC is a general agency of The Companies of OneAmerica, serving diverse clientele including individuals, business owners, professionals, and families. We assist our clients in attaining financial objectives through a range of products and services that help create, accumulate, and conserve wealth.
**Estimated Salary:** $60,000 - $100,000 per year, depending on location and experience.
**Key Responsibilities:**
- Utilize a values-based approach to market financial services to clients.
- Leverage a comprehensive training program and technical sales support to achieve sales goals.
- Build and maintain relationships with clients to provide ongoing service and support.
**Benefits:**
- Competitive compensation package.
- Group benefits, including health insurance and retirement plan.
- Tuition reimbursement for professional designations and conferences at worldwide locations.
-
Financial Security Consultant
10 hours ago
Boston, Massachusetts, United States Spieldenner Financial Group Full timeWe are seeking a skilled Mortgage Protection Sales Expert to join our team at Spieldenner Financial Group.The estimated annual salary for this position is $60,000 - $80,000, based on industry standards and market research in the insurance sector.About the Role:This role involves working closely with clients to understand their financial needs and provide...
-
Financial Services Consultant
9 hours ago
Boston, Massachusetts, United States Moody Street Group Full timeThe Moody Street Group, LLC is a general agency of The Companies of OneAmerica that caters to diverse clientele including individuals, business owners, professionals, and families. Our mission is to assist clients in achieving financial objectives by providing a range of products and services that help create, accumulate, and conserve wealth.Our Financial...
-
Advanced Pre-Planning Consultant
9 hours ago
Boston, Massachusetts, United States Financial Services Company Full timeCompany OverviewAt True North Trust, we believe every person deserves peace of mind when it comes to preplanning their final farewell. Our team is dedicated to providing compassionate support and guidance to individuals and families navigating this important decision.**Key Highlights:**- Emphasize the importance of preplanning in eliminating emotional and...
-
Pre-Planning Consultant for Families
2 days ago
Boston, Massachusetts, United States Financial Services Company Full timeAbout the PositionTrue North Trust invites you to join our team as an Advanced Funeral Planning Professional. In this role, you will play a vital part in supporting families through the process of pre-planning their final farewell. Your expertise will help alleviate the emotional and financial burden associated with traditional funeral planning.You will...
-
Senior Financial Consultant
2 days ago
Boston, Massachusetts, United States Lincoln Investment Full timeAbout This OpportunityLincoln Investment is seeking a talented Financial Professional to join our team in the Greater Boston area.This role offers an excellent opportunity for career growth and development in the financial services industry.As a Financial Professional, you will have the opportunity to work closely with a senior colleague and acquire new...
-
Senior Financial Consultant
12 hours ago
Boston, Massachusetts, United States Moody Street Group Full timeCompany OverviewThe Moody Street Group, LLC is a leading general agency of OneAmerica Financial, serving diverse clients including individuals, business owners, professionals, and families. Our mission is to provide innovative financial solutions that help our clients achieve their goals.We are actively recruiting highly motivated and success-oriented...
-
Senior Financial Reporting Manager
3 weeks ago
Boston, Massachusetts, United States Creative Financial Staffing Full timeCompany Overview: Our client, a rapidly growing Real Estate Investment Trust, is seeking an experienced Senior Financial Reporting Manager to lead their SEC reporting and technical accounting functions. This is a fantastic opportunity for a highly skilled professional to join a dynamic team and contribute to the company's success.Salary: Highly competitive...
-
Financial Leadership Position in Massachusetts
3 weeks ago
Boston, Massachusetts, United States Creative Financial Staffing Full timeCreative Financial Staffing has partnered with a top local financial institution to identify a Senior Accountant. The selected candidate will join a team of experienced professionals, contributing to the growth and development of the organization.Company Overview:The financial institution is a well-established company with 10 locations throughout...
-
Financial Analyst
3 weeks ago
Boston, Massachusetts, United States Creative Financial Staffing Full timeAbout the RoleCreative Financial Staffing is partnered with a non-profit organization seeking an experienced Financial Analyst to join their accounting team as a Payroll Specialist.Company OverviewFounded over 40 years ago, this organization was established as a humanitarian branch of local government, expanding into an independent non-profit entity.The...
-
Financial Analyst Intern
9 hours ago
Boston, Massachusetts, United States Meaden & Moore Full timeAt Meaden & Moore, we offer a challenging and rewarding opportunity for an intern to join our team of experienced forensic accountants. As a Financial Analyst Intern, you will assist in conducting investigations and analyzing financial data to identify potential issues. This role is ideal for students pursuing a degree in accounting or a related field.Job...
-
Financial Services Advisor
2 days ago
Boston, Massachusetts, United States Lincoln Investment Full timeJob OverviewWe are seeking a talented Financial Services Advisor to join our team in the Greater Boston area. As a Financial Services Advisor, you will work closely with a senior Financial Professional and acquire new clients utilizing current school district 403(b) and 457 payroll slots.The successful candidate will have a strong ability to be a...
-
Financial Services Professional
10 hours ago
Boston, Massachusetts, United States Intuit Full timeJob Opportunity:Intuit is seeking a skilled Financial Services Professional to join our TurboTax Live Business team. As a key member of our team, you will be responsible for providing expert guidance and tax preparation services to our customers. You will work closely with our customers to understand their financial needs and provide tailored solutions to...
-
Financial Services Professional
2 days ago
Boston, Massachusetts, United States Northwestern Mutual Full timeJob SummaryWe are seeking a Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will work closely with clients to understand their financial goals and objectives, and provide personalized recommendations to help them achieve success.The estimated salary for this role is $80,000 - $120,000 per...
-
Financial Services Specialist
2 days ago
Boston, Massachusetts, United States Meimarides Group Full timeCompany Overview:We are a national financial services company dedicated to providing exceptional customer service and expert advice on various investment and insurance products. Our team is passionate about helping individuals and families secure their financial future.
-
Financial Services Attorney
13 hours ago
Boston, Massachusetts, United States 5 Legal Full timeCompany Overview5 Legal is a leading AmLaw firm that advises startups to established fortune 500 companies.Job DescriptionA highly qualified mid to senior-level associate is sought to join the Financial Industry Practice. The ideal candidate will have experience in public company work, registered equity offerings (IPOs and follow-on offerings), and private...
-
Financial Services Lead
2 weeks ago
Boston, Massachusetts, United States Synergy Management Group Full timeJob OverviewWe are seeking an experienced investment banker to lead a seed-stage capital raise for Synergy Management Group, a full-service consulting firm that partners with institutional investors and growing businesses. The ideal candidate will have a proven track record of successfully raising capital for early-stage companies and possess strong...
-
Financial Assistant
11 hours ago
Boston, Massachusetts, United States Peter Holtz CPA Full timeAbout UsPeter Holtz CPA has been a leader in tax planning, consulting, and accounting services for years. Our team provides exceptional accounting services to multiple clients across various industries.Job DescriptionThis full-time Accounting Technician position is available at our office. The successful candidate will work closely with our accounting team...
-
Boston, Massachusetts, United States Creative Financial Staffing Full timeCreative Financial Staffing is partnering with a renowned professional services company based in Europe, expanding its presence in Boston.As a Staff Accountant, you will be part of an award-winning team that values innovation and growth.Highlights:The company has international recognition with offices across the US and the world.This role offers...
-
Strategic Innovation Consultant
4 weeks ago
Boston, Massachusetts, United States Fidelity Investments Full timeFidelity Investments, a leading financial services company, is seeking an experienced Strategic Innovation Consultant to join their team.The ideal candidate will have 5+ years of experience in client-facing roles and excellent presentation skills. As a Strategic Innovation Consultant, you will work closely with Fidelity business units to identify innovative...
-
Financial Services Expert
2 days ago
Boston, Massachusetts, United States Meimarides Group Full timeCompany Overview\We are a leading national financial services company dedicated to delivering exceptional customer experiences through expert advice and innovative solutions.\Our team is passionate about helping individuals and families achieve their financial objectives by providing access to a comprehensive range of insurance products.\Salary: Uncapped...