Financial Planning Specialist

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,...

Financial Advisor OpportunitySouth Shore Retirement Services, a leading Boston-based independent financial advisory firm, is seeking a skilled Financial Advisor to join their dynamic team. As a key member of the advisory team, you will work closely with clients to develop long-term relationships, provide superior customer service, and execute trades, build...

Financial Advisor RoleSouth Shore Retirement Services is a leading Boston-based independent financial advisory firm seeking a skilled financial advisor to join their dynamic team. The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to build long-term relationships with clients.Key...

South Shore Retirement Services is a successful Boston-based independent financial advisory firm seeking a dynamic Financial Advisor to work closely with their advisory team.This role involves managing the existing client book, executing trades, building financial plans, and meeting with existing clients to review their current financial plan.The ideal...

Role OverviewFidelity Investments is seeking a skilled Financial Planning Analyst to join our Financial Solutions team. As a key member of this team, you will play a vital role in developing the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients.Key ResponsibilitiesConducting...

Job OverviewAt Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you'll play a crucial role in helping clients achieve their financial goals.Your primary focus will be on comprehensive financial planning, ranging from investments to insurance, and helping clients with...

The Senior Financial Planning Director will lead the financial planning experience for Rockland Trust's Investment Management clients.The areas of oversight will include investment planning, retirement planning, estate planning, tax planning, and protection planning.The Director will work with the Relationship Management team to ensure current key clients in...

Job Summary:As a Financial Planning and Analysis Manager at Cardinal Health, you will be responsible for managing the North America Supply Chain Finance Team for the Medical Segment. This team supports replenishment distribution centers with spend exceeding $400M.You will provide analytical and business decision support to Director of Finance, North America...

Financial Planning & Analysis LeadBrown Brothers Harriman is currently recruiting a Financial Planning & Analysis Lead to join our Global Controllers team supporting the Investor Services business line.In this role, you will be a true business partner with strong data, analytical, and presentation skills who can support decision making through proactive,...

Financial Operations SpecialistAt The Home for Little Wanderers, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for analyzing billing and accounts receivable data, working closely with the billing, operations, and program leads to enhance periodic reporting...

Job SummaryAs the Assistant Director of Financial Operations at Boston University, you will lead the monitoring and maintenance of the University's unrestricted budget, as well as position budgets, in the University's central Budget & Planning office. You will oversee the budgeting, planning, and analysis completed within the office for all academic,...

About the RoleZixi is seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. As a key member of our finance team, you will play a critical role in providing financial insights, forecasting, budgeting, and strategic planning to support the company's rapid growth.ResponsibilitiesDevelop and maintain...

At Marriott, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and integrity of our financial records.Key Responsibilities:Verify and reconcile financial transactions to ensure accuracy and compliance with company policies.Classify,...

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...

Role OverviewAs a Senior Financial Advisor at Edelman Financial Engines, you will play a vital role in helping our clients achieve their financial goals. With a focus on providing objective, fee-based advice and asset management, you will be responsible for delivering exceptional financial guidance to our clients. Key Responsibilities• Serve the client's...

About the role: Financial Planning SpecialistNational Wealth Management firm is seeking a Financial Planning Specialist to join the Relationship Management team. This is a great opportunity for an individual with a CFP designation or in process, looking for a new challenge with unlimited growth potential.The ideal candidate will have a Bachelor's degree in...

Environmental Planning SpecialistAt Bowman, we are seeking an experienced Environmental Planning Specialist to join our team in New England. As an Environmental Planning Specialist, you will be responsible for performing a variety of environmental professional planning-related activities, including transportation, residential, commercial, and land...

Financial Planning and Analysis (FP&A) Role at ZixiZixi is seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) professional to join our dynamic team. As a key member of our finance organization, you will play a critical role in providing financial insights, forecasting, budgeting, and strategic planning to support the company's...

Financial Reporting Role at Safety InsuranceSafety Insurance is seeking a skilled Financial Reporting Specialist to join our team. As a key member of our Financial Reporting Group, you will be responsible for preparing and reviewing financial statements, general ledger entries, and account reconciliations. Your expertise in GAAP and statutory accounting will...

Job SummaryWe are seeking a highly motivated Long-Term Disability Claims Specialist to join our claims organization. As an LTD Claims Specialist, you will manage a workload of Long-Term Disability claims independently in accordance with established procedures and guidelines.Key ResponsibilitiesConduct initial and ongoing interviews with claimants, obtaining...