Financial Services Consultant

Job OverviewWe are seeking an entry-level Financial Services Consultant to join our team in Boston, MA or Hoboken, NJ. As a consultant, you will work on federal and state income tax, sales and use tax, and property tax outsourcing engagements.Key ResponsibilitiesConduct research and provide data management support for clientsWork with Fortune 500 and middle...

We are seeking a skilled Mortgage Protection Sales Expert to join our team at Spieldenner Financial Group.The estimated annual salary for this position is $60,000 - $80,000, based on industry standards and market research in the insurance sector.About the Role:This role involves working closely with clients to understand their financial needs and provide...

**Job Overview:**We are seeking highly motivated, success-oriented individuals to join our team as Financial Services Representatives. Our representatives utilize a values-based approach and market primarily by introduction, leveraging a sophisticated training program and technical sales support.**About Us:The Moody Street Group, LLC is a general agency of...

Our StoryThe Moody Street Group, LLC is a general agency of OneAmerica Financial. We cater to diverse clients including individuals, business owners, professionals, and families. Our objective is to assist clients in achieving financial goals by providing a wide range of products and services that help create, accumulate, and conserve wealth.We are actively...

**About the Job:** We are seeking a highly motivated Financial Consultant to join our team as a Seasonal Business Tax Expert. As a key member of our team, you will be responsible for providing expert guidance and tax preparation services to our customers using Intuit TurboTax Business products.Key Responsibilities:Provide expert guidance and tax preparation...

Succeed as a Financial Transformation Consultant at TIER4 GROUP and drive the Financial Accounting Systems Transformation forward. With this role, you'll be responsible for leading the planning and execution of change management strategies for the FAST Program.About the Job:Work closely with program leadership to ensure alignment on change management...

Job OverviewDJS FINANCIAL SERVICES LLC is a leading provider of financial services, and we are seeking a highly skilled Data Analyst to join our team. This role will support the Financial Management Division in analyzing and interpreting complex data sets.ResponsibilitiesThe ideal candidate will have excellent analytical skills, with experience in data...

Job SummaryHarrison Gray Search & Consulting is partnering with one of the oldest and most reputable investment advisors in the country to find its next Registered Client Associate. This role reports to the Branch Manager and supports financial professionals by delivering high-quality service to help clients achieve their financial goals. The position offers...

We are looking for a skilled Tax Senior Associate & Reviewer to join our team at Dennis and Associates CPA. The ideal candidate will have a strong background in tax planning and consulting, excellent communication skills, and the ability to work collaboratively with clients. Responsibilities include client service, tax services, financial accounting and...

Financial Services Expert Opportunity:Solaris by Roessel Joy LLC is seeking a skilled Financial Services Expert to join our team. In this role, you will work alongside our clients to deliver solutions impacting the finance function and beyond.About Solaris:We partner with finance leaders to tackle their most critical challenges and opportunities. Our...

About the Role">Centric Consulting is a leading provider of business consulting services, and we're seeking a highly skilled Executive Client Partner - Financial Services to join our team.">In this role, you will be responsible for managing complex financial services accounts, driving revenue growth, and delivering exceptional client experiences.">You will...

Company OverviewAt True North Trust, we believe every person deserves peace of mind when it comes to preplanning their final farewell. Our team is dedicated to providing compassionate support and guidance to individuals and families navigating this important decision.**Key Highlights:**- Emphasize the importance of preplanning in eliminating emotional and...

About the RoleWe are looking for an experienced Oracle EPM Developer to join our team. As a Senior Financial Planning Consultant, you will be responsible for designing and developing best-in-class solutions on the Oracle EPM platform.Key Responsibilities:Collaborate with a team to implement new Oracle EPM applications and functionalityDevelop technical...

About InvoiceCloud: We are a leading provider of online bill payment services, dedicated to helping institutions put customer experience first. Our innovative fintech solutions have improved customer engagement, loyalty, and efficiency for clients while reducing churn and missed payments.We are seeking an experienced Field Sales Professional with a proven...

About This OpportunityLincoln Investment is seeking a talented Financial Professional to join our team in the Greater Boston area.This role offers an excellent opportunity for career growth and development in the financial services industry.As a Financial Professional, you will have the opportunity to work closely with a senior colleague and acquire new...

Company OverviewThe Moody Street Group, LLC is a leading general agency of OneAmerica Financial, serving diverse clients including individuals, business owners, professionals, and families. Our mission is to provide innovative financial solutions that help our clients achieve their goals.We are actively recruiting highly motivated and success-oriented...

About Century Business Services">Century Business Services is a leading provider of accounting and advisory services. Our company has been recognized for its commitment to excellence and client satisfaction.">Job Description">We are seeking a highly experienced Transaction Advisory Senior Consultant to join our team. This position requires a strong...

About UsBaystate Financial is a dedicated financial services provider based in Boston, MA. With 16 office locations throughout New England, we focus on fostering a collaborative culture and supporting personal and professional development. Our team of experts specializes in financial planning, business and estate planning, retirement planning, and various...

About the PositionTrue North Trust invites you to join our team as an Advanced Funeral Planning Professional. In this role, you will play a vital part in supporting families through the process of pre-planning their final farewell. Your expertise will help alleviate the emotional and financial burden associated with traditional funeral planning.You will...

Company OverviewCrossCountry Consulting is a trusted business advisory firm, specializing in accounting advisory, business transformation, risk and compliance, cybersecurity, and technology solutions. Our team of experts provides innovative solutions to help clients navigate the complex regulatory landscape.Job DescriptionWe are seeking an experienced...