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...

About Baystate FinancialBaystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services for over a century. Our team of over 300 professionals and 200 support staff work together to build financial plans for a wide variety of individuals and businesses.Job SummaryWe are seeking a highly motivated...

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...

Job SummaryThe Director of Financial Planning will lead the financial planning experience for Rockland Trust's Investment Management clients, overseeing investment planning, retirement planning, estate planning, tax planning, and protection planning. This role will work closely with the Relationship Management team to ensure current key clients receive a...

Job Title:Director, FP&AJob Summary:Albion Rye Associates is seeking an experienced Financial Director FP&A to lead our financial planning and analysis functions. The ideal candidate will have a strong background in finance, with experience in budgeting, forecasting, and financial reporting.Key Responsibilities:Develop and implement financial planning and...

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...

Financial Planning and Analysis LeadBrown Brothers Harriman is seeking a highly skilled Financial Planning and Analysis Lead to join our Global Controllers team supporting the Investor Services business line. As a key member of our team, you will be responsible for leading financial analysis and decision support for the Investor Services business line, via...

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...

About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our Business Unit Finance team at State Street Corporation. As a key member of our team, you will be responsible for driving strategic business planning and growth initiatives, developing insightful financial models and analytics, and influencing...

Financial Planning and Analysis (FP&A) AnalystZixi is seeking a highly skilled and motivated FP&A Analyst to join our dynamic team. In this role, you will play a critical role in providing financial insights, forecasting, budgeting, and strategic planning to support the company's rapid growth.The ideal candidate will possess strong financial modeling skills,...

About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our Business Unit Finance team at State Street Corporation. As a key member of our team, you will be responsible for driving strategic business planning and growth initiatives, developing insightful financial models and analytics, and influencing...

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 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,...

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...