Financial Services Professional

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...

Prestigious Investment Banking Company Seeks Client Services AssociateWe are a leading investment banking firm in Boston seeking a highly skilled Client Services Associate to join our growing team. The ideal candidate will possess a Series 7 license and have a strong background in client service within the financial services industry.Key...

Key Responsibilities:As a Relationship Manager at Rockland Trust, you will be responsible for building and maintaining strong relationships with high-net-worth clients. This will involve understanding their financial goals, risk tolerance, and investment preferences, and providing personalized financial solutions and recommendations based on thorough...

Financial Operations ManagerWe are seeking a highly motivated and experienced professional to join our finance team as a Financial Operations Manager. This position offers a dynamic opportunity to contribute to our financial success with a hybrid work setup, combining remote and on-site responsibilities.Responsibilities:Oversee day-to-day operations of the...

Financial Operations ManagerWe are seeking a highly motivated and experienced professional to join our finance team as a Financial Operations Manager.This position offers a dynamic opportunity to contribute to our financial success with a hybrid work setup, combining remote and on-site responsibilities.Key Responsibilities:Oversee day-to-day operations of...

As a key member of our equity accounting team, you will play a vital role in ensuring accurate financial reporting for our portfolios. With a competitive salary range of $145,000 and a 25% bonus structure, this opportunity offers a rewarding career path for an experienced accounting professional.We are seeking a highly skilled individual with 5+ years of...

Job Summary:We are seeking a highly skilled Financial Director to join our team. As a key member of our organization, you will be responsible for providing accounting and reporting oversight for corporate entities, private equity investments, and direct real estate investments.Responsibilities:Manage corporate cash, invoice approvals, receivable collections,...

Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Professional Staffing Group. As a Senior Accountant, you will be responsible for working in all areas of the finance department and supporting the CFO in month-end close, financial tracking, analysis, processing, and reporting requirements.What We...

Financial Analyst - Property AccountingWe are seeking a detail-oriented Financial Analyst to join our Investment Management Team in Boston, MA. This role requires a Bachelor's Degree in Accounting and a minimum of 4 years of accounting-related property accounting experience. Proficiency in Microsoft Office, GSuite, and Yardi is required. The ideal candidate...

Our client, a leading organization in the industry, is seeking a highly skilled Senior Financial Analyst to join their finance department. As a key member of the team, you will be responsible for supporting the CFO in all areas of the month-end close, financial tracking, analysis, processing, and reporting requirements.The ideal candidate will possess a...

Director of Finance - A Challenging Leadership Role in Real EstateWe are seeking a highly experienced finance professional to fill the role of Director of Finance. This position offers a competitive compensation package and amazing benefits.Responsibilities:Provide oversight to the Chief Financial Officer on various tasks.Manage accounting, investor...

Financial Services Accountant OpportunityWe are seeking an experienced Accounting Professional to join our team in the Financial Services industry. The ideal candidate will have a strong background in ERP systems, preferably Oracle R12, and a minimum of 5 years of experience in a similar role.Key Responsibilities:Manage and maintain financial data and...

About the Insurance Agent PositionWe are seeking a motivated and competitive professional to work with us as an Insurance Agent at Alchemy Financial Group. As an Insurance Agent with our company, you will be responsible for selling policies to clients, handling claims, and keeping track of policy renewals. Our ideal candidate will have excellent customer...

Assistant Controller with Real Estate ExperienceWe are seeking an experienced accounting professional to join our team in Boston, MA. This role offers a competitive salary range of $150k with a 25% bonus structure.Responsibilities:Oversee assigned property and/or debt investment accounting staff.Manage the monthly closing and consolidation process.Analyze...

Lincoln Investment Career OpportunitiesAt Lincoln Investment, we are seeking a talented Financial Professional to join our team in the Greater Boston area. As a Financial Professional, you will have the opportunity to work closely with a senior Financial Professional with an existing book of clients, providing a wide range of investment and insurance...

Job DescriptionAs a seasoned sales professional, you will have the exciting opportunity to shape and deliver on a strategy to build mindshare and adoption of Amazon Web Services in the Financial Services industry. Your mission is to be the global lead for selling with Data/Analytics/AI ISV Partners in Global Financial Services, driving joint sales with these...

Financial Controller OpportunityThis non-profit organization is dedicated to aiding children and families facing trauma, abuse, or neglect. Through residential programs, it provides a secure environment for children in need, offering specialized therapeutic and clinical services, educational support, and prioritizing cultural sensitivity to positively impact...

Role OverviewEnvestnet is seeking a highly skilled Financial Services Representative to join our team. As a key member of our organization, you will play a critical role in supporting our clients and driving business growth.Key ResponsibilitiesManage client relationships and provide exceptional customer serviceCollaborate with cross-functional teams to...

About the Role:Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and develop your career in a dynamic and supportive environment.Key...

Director of Finance with Real Estate ExperienceWe are seeking a seasoned Director of Finance to lead our corporate accounting, financial reporting, and tax reporting functions. This pivotal position will also oversee the management of private equity and real estate investments. Key Responsibilities:Oversee corporate accounting, financial reporting, and tax...