Current jobs related to Financial Services Professional - Boston, Massachusetts - Bankers Life
-
Financial Services Professional
4 weeks ago
Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full timeFinancial Advisor OpportunityAt LPL Financial Holdings, Inc., we are seeking a skilled Financial Advisor to join our team at Hanscom Federal Credit Union in Boston, MA. As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to Hanscom Federal Credit Union...
-
Financial Services Representative
4 weeks ago
Boston, Massachusetts, United States Baystate Financial Full timeJob 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...
-
Financial Services Liaison
1 month ago
Boston, Massachusetts, United States Masis Professional Group Full timePrestigious 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...
-
Financial Services Professional
4 weeks ago
Boston, Massachusetts, United States Rockland Trust Full timeKey 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...
-
Senior Financial Services Professional
9 hours ago
Boston, Massachusetts, United States Lifetime Recruiting Strategies Full timeFinancial Advisor OpportunityBecome a key player in our team and take charge of your future. At Lifetime Recruiting Strategies, we empower our Financial Advisors to succeed. Armed with industry expertise and cutting-edge resources, you will thrive in a dynamic environment.The ideal candidate possesses excellent communication and interpersonal skills, as well...
-
Financial Reporting Specialist
4 weeks ago
Boston, Massachusetts, United States Professional Staffing Group Full timeAs 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...
-
Chief Financial Officer
4 weeks ago
Boston, Massachusetts, United States Professional Staffing Group Full timeJob 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 Financial Analyst
4 weeks ago
Boston, Massachusetts, United States Professional Staffing Group Full timeSenior 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...
-
Senior Financial Analyst
4 weeks ago
Boston, Massachusetts, United States Professional Staffing Group Full timeOur 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...
-
Chief Financial Officer
4 weeks ago
Boston, Massachusetts, United States Professional Staffing Group Full timeDirector 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
4 weeks ago
Boston, Massachusetts, United States Virtual Full timeFinancial 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...
-
Insurance Professional
2 weeks ago
Boston, Massachusetts, United States Alchemy Financial Group Full timeAbout 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...
-
Financial Controller with Real Estate Expertise
4 weeks ago
Boston, Massachusetts, United States Professional Staffing Group Full timeAssistant 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...
-
Boston, Massachusetts, United States Nbsalonspa Full timeLincoln 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...
-
Boston, Massachusetts, United States Amazon Web Services, Inc. Full timeJob 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...
-
Boston, Massachusetts, United States Professional Staffing Group Full timeFinancial 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...
-
Financial Services Representative
4 weeks ago
Boston, Massachusetts, United States Envestnet Full timeRole 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...
-
Financial Services Career
4 weeks ago
Boston, Massachusetts, United States Bankers Life Full timeAbout 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...
-
Boston, Massachusetts, United States Professional Staffing Group Full timeDirector 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...
-
Boston, Massachusetts, United States Lifetime Recruiting Strategies Full timeCompany OverviewLifetime Recruiting Strategies is a dynamic organization dedicated to empowering individuals to achieve their financial goals. As a Financial Advisor, you will be part of an elite team of high-performing producers who drive significant income based on their results.SalaryOur Financial Advisors enjoy competitive compensation packages, with...
Financial Services Professional
1 month ago
Bankers Life is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to build a client base, develop expertise, and guide clients towards financial freedom.
Key Responsibilities:- Build strong relationships with clients and establish a client base
- Gain expertise through sponsored course work and proprietary agent development training
- Guide clients through important financial decisions using the latest software and product illustrations
- Take ownership of your career and excel in Financial Services
- Hybrid Experience: Flexible in-office schedules once you complete your agent training and take off as a producing agent
- Pre-Licensing Training: We provide pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products
- Award-winning Training: Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning
- Advancement Opportunities: Benefit-eligible management positions within local branch structure
- Securities Licensing Support: We provide free securities study materials, study group support, and assistance with licensing expenses
- Informative: Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity
- Driven: Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills
- Sociable: Strong relationship building and communication skills will bond you with clients and colleagues
- Dreamer: Competitive and entrepreneurial spirit to achieve success both for yourself and others
Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team.