Financial Planning

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,...

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...

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...

Job Opportunity: Fidelity Investments is seeking a skilled Financial Consultant to join our team. About the Role: As a Financial Consultant, you will engage with clients to provide personalized financial planning and investment solutions. You will work closely with our team to understand client needs and develop tailored strategies to meet their goals. ...

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...

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...

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...

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...

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...

About the Role:We are seeking a highly skilled Financial Planning and Analysis professional to join our team at Riveron Corp. As a key member of our team, you will be responsible for executing project plans and delivering solutions across various FP&A domains, including performance visibility, financial planning, interim FP&A, and decision support.Key...

The OpportunityThe newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced program manager to support the stand-up of the new organization. In this highly visible role as the Program Manager Lead for the Financial Accounting Systems Transformation (FAST) program, you will be responsible for leading one of the largest...

Job SummaryThe Chief Financial Officer is a key member of the Department of Early Education and Care's Executive Leadership Team, reporting directly to the Chief Operating Officer. This role is responsible for directing and overseeing the work of the Department's Office of Administration and Finance, ensuring the effective and efficient operation of the...

Job OverviewTrue North Trust is seeking a compassionate and detail-oriented Advanced Funeral Planning Professional to join our team. As a key member of our team, you will play a vital role in supporting individuals and families through the process of advanced cemetery and funeral planning.Key Responsibilities:Assist families in selecting burial and funeral...

FP&A Associate RoleBeacon Hill is seeking a skilled FP&A Associate to join their team on a temporary basis. This role is slated for 3 months but could extend. You will be joining a team of two - the Director and the Manager of FP&A. In the role, you will be assisting the team with modeling, forecasting, and planning. Qualified candidates will have 5+ years...

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...