Senior Financial Consultant
2 days ago
We are seeking a highly skilled Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, building lasting relationships, and driving business growth.
Key Responsibilities- Lead client meetings to understand their financial goals and needs, and create personalized financial plans to meet them.
- Develop and implement holistic financial strategies that combine cash flow analysis, investment management, insurance, retirement, tax, and estate planning.
- Acquire new clients through referrals, community outreach, and business development efforts.
- Collaborate with the team to achieve business targets and contribute to the firm's success.
- Bachelor's degree.
- 8+ years' experience as a Financial Advisor in a planning capacity.
- Series 65 license.
- CFP Designation, or willingness to work toward obtaining one as soon as possible.
- Excellent relationship building and communication skills.
- A track record of successful business development and client acquisition.
- Experience with financial planning software and CRM systems.
We are a holistic financial services firm based in southern New England, offering a wide range of financial planning solutions. Our culture is built on core values that drive our success, and we are looking for individuals who share our passion for delivering exceptional client service.
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Senior Financial Consultant
2 days ago
Pittsfield, Massachusetts, United States Transcend Practice Management Full timeJob OverviewWe are seeking a highly skilled Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, building lasting relationships, and driving business growth.Key ResponsibilitiesLead client meetings to understand their...
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Financial Operations Manager
4 weeks ago
Pittsfield, Massachusetts, United States Staff Financial Group Full timePosition: Accounting ManagerThe Accounting Manager is responsible for overseeing the financial operations of the organization. This includes the preparation of regular financial statements, maintaining a robust system of accounting records, and implementing a comprehensive set of controls and budgets aimed at minimizing risk, improving the accuracy of...
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Financial Operations Manager
4 weeks ago
Pittsfield, Massachusetts, United States Staff Financial Group Full timePosition: Accounting ManagerThe Accounting Manager is responsible for overseeing the financial operations of the organization. This includes the generation of regular financial reports, maintaining a robust system of accounting records, and implementing a comprehensive set of controls and budgets aimed at minimizing risk, improving the accuracy of financial...
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Senior Financial Analyst
7 days ago
Pittsfield, Massachusetts, United States Guardian Life Insurance Full timeUnlock Your Potential as a Senior Financial AnalystGuardian Life Insurance is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in analyzing complex financial data and providing expert recommendations to support business decisions.Key Responsibilities:Conduct in-depth financial...
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Senior Financial Accountant
4 weeks ago
Pittsfield, Massachusetts, United States Integritus Healthcare Full timePosition Overview:We are seeking a skilled and driven professional who is eager to apply their analytical and organizational abilities effectively. Reporting Structure:The Senior Financial Accountant will report directly to the Controller and will assist management by managing, monitoring, and reporting essential revenue metrics and financial data crucial...
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Tax Consultant Trainee
2 weeks ago
Pittsfield, Massachusetts, United States SilverTech Full timeAbout SilverTechSilverTech is a leading digital financial services firm founded in 1995. With a team of 30 experienced professionals, we provide top-notch financial services to our clients.Our MissionWe are dedicated to delivering exceptional financial solutions and building long-term relationships with our clients. Our team is passionate about staying...
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Experienced Audit Consultant
3 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeAudit SeniorJoin a reputable organization as an Audit Senior, where you will play a crucial role in delivering exceptional audit services. This firm prioritizes the well-being of its employees and clients, maintaining a competitive advantage across diverse sectors including Finance, Healthcare, Non-Profit, Professional Services, Real Estate, and Global...
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Senior Staff Accountant
4 days ago
Pittsfield, Massachusetts, United States Unistress Corp Full timeJob Title: Senior Staff AccountantWe are seeking a highly skilled Senior Staff Accountant to join our team at Unistress Corp. As a key member of our accounting team, you will play a critical role in supporting the company's strategic goals and objectives.Key Responsibilities:Prepare and execute proper billing and account reconciliationsCollect and analyze...
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Disability Claims Consultant
2 weeks ago
Pittsfield, Massachusetts, United States Guardian Life Insurance Company Full timeAbout the RoleWe are seeking a highly skilled Disability Claims Consultant to join our Individual Markets team. As a key member of our team, you will be responsible for providing exceptional customer service, analyzing policy language, and making timely decisions to achieve claim determinations.Key ResponsibilitiesWork within a team environment to provide...
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Senior Assurance Analyst
3 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeSenior Audit AssociateJoin a reputable firm as a Senior Audit Associate, where you will play a vital role in delivering exceptional audit services. This organization prioritizes its workforce and clientele, offering a competitive advantage across various sectors including Finance, Healthcare, Non-Profit, Professional Services, Real Estate, and Global...
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Senior Audit Associate
3 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeAudit SeniorJoin a reputable organization as an Audit Senior, where you will play a crucial role in delivering high-quality audit services. This firm is committed to fostering a supportive environment for its employees and clients, ensuring a competitive advantage across various sectors including Finance, Healthcare, Non-Profit, Professional Services, Real...
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Senior Staff Accountant
4 days ago
Pittsfield, Massachusetts, United States Unistress Corp Full timeJob SummaryWe are seeking a highly skilled Senior Staff Accountant to join our team at Unistress Corp. As a key member of our accounting team, you will play a critical role in supporting our company's strategic goals and objectives.Key ResponsibilitiesPrepare and execute proper billing and account reconciliationsCollect and analyze data about operational and...
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Senior Audit Associate
4 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeSenior Audit AssociateThis position is hosted by Jobot. Are you a suitable candidate? You can easily apply by clicking the 'Apply Now' button and submitting your resume.Salary: $85,000 - $110,000 per yearAbout Us:We are a family-oriented organization with deep community connections. Our fundamental values prioritize our employees and clients alike. We...
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Senior Audit Associate
4 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeSenior Audit AssociateThis opportunity is hosted by Jobot.About Us:We are a family-oriented firm located in Massachusetts, deeply rooted in our community. Our foundational values prioritize our employees and clients, believing that a people-first approach not only fosters a positive work environment but also enhances client satisfaction. Our esteemed...
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Senior Audit Associate
4 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeAudit SeniorThis position is hosted by Jobot.About Us:We are a family-oriented firm based in Massachusetts, deeply rooted in our community. Our core principles emphasize the importance of our people and our clients. We believe that prioritizing our employees not only fosters a positive work environment but also enhances our clients' experiences. Our esteemed...
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Senior Audit Associate
4 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeSenior Audit AssociateThis position is hosted by Jobot.About Us:We are a family-oriented firm with deep community connections, prioritizing our employees and clients. Our commitment to our workforce not only fosters a positive environment but also enhances our service delivery to clients. We have built a solid reputation over the years, attracting a diverse...
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Elderly Care Companion
4 weeks ago
Pittsfield, Massachusetts, United States Guardian Angel Senior Services Full timeJob OverviewGuardian Angel Senior Services is seeking dedicated individuals to provide compassionate care to elderly and disabled clients in their own homes. We value flexibility and encourage applicants to create their own schedules.Key InformationFlexible Hours: Customize your work hours to fit your lifestyle.Training Provided: No prior experience is...
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Senior Staff Accountant
4 days ago
Pittsfield, Massachusetts, United States Unistress Corp Full timeJob DescriptionWe are seeking a highly skilled and experienced Cost Accountant to join our accounting team at Unistress Corp. As a key member of our team, you will play a critical role in supporting our accounting operations and ensuring the accuracy and timeliness of our financial reporting.Key Responsibilities:Prepare and execute proper billing and account...
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Senior Tax Accountant
7 days ago
Pittsfield, Massachusetts, United States Smith, Watson & Company Full timeSmith, Watson & Company is seeking a seasoned tax accountant with at least 3-5 years' experience in public accounting. This role offers a competitive salary and benefit package commensurate with experience. Responsibilities include preparation and review of business, individual, estate, and fiduciary returns, as well as tax planning and consulting for small...
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Audit Team Leader
3 weeks ago
Pittsfield, Massachusetts, United States Jobot Full timeAudit SeniorJoin a reputable organization as an Audit Senior, where you will play a vital role in ensuring financial integrity and compliance. This firm prioritizes its workforce and clientele, offering a competitive advantage across diverse sectors including Finance, Healthcare, Non-Profit, Professional Services, Real Estate, and Global Markets. If you...