Senior Financial Advisor

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...

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,...

Job SummaryCitizens Financial Group, Inc. is seeking a skilled Private Wealth Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and support to our senior bankers. Your primary focus will be on managing the day-to-day activities of the senior banker's book of...

Job SummaryThe Senior Financial Reporting Manager will play a key role in ensuring the accuracy and efficiency of our financial reporting processes. This includes working closely with our external audit and tax advisors to meet company objectives, as well as leading our internal financial reporting efforts. The ideal candidate will have a strong background...

Financial 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...

Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Leggat McCall Properties. As a key member of our finance department, you will be responsible for overseeing a multifaceted portfolio of construction projects, including all related accounting, reporting, and analysis.Key Responsibilities:Oversee project accounting,...

About the Role:This is a unique opportunity for seasoned financial advisors to grow their business with support from TalentPro Recruiting. As a Financial Advisor or Wealth Advisor, you will provide comprehensive financial planning and investment management services to clients across the U.S. Your clients will range from individuals looking to grow their...

Job DescriptionBecome a part of a leading financial services company and embark on a rewarding career as a Financial Representative with Northwestern Mutual. Our team of professionals is dedicated to helping clients achieve their financial goals and objectives.As a Financial Representative, you will have the opportunity to develop strong relationships with...

About the Opportunity:This is a unique and ongoing recruitment opportunity for seasoned financial advisors looking to make their next move. As a seasoned financial advisor, you will provide comprehensive financial planning and investment management services to clients across the U.S.Your clients will range from individuals looking to grow their savings, plan...

Citizens Private Bank is seeking a highly skilled Wealth Management Advisor to join its team. As a key member of the bank's wealth management division, this individual will be responsible for delivering comprehensive financial solutions to ultra-high net worth (UHNW) clients.The ideal candidate will have a strong background in wealth management, with a focus...

Job Summary: We are seeking a highly skilled Senior Financial Reporting Manager - CPA to lead our financial reporting, external audit, and tax services. The ideal candidate will have 7 years of experience and a strong background in financial management.Key Responsibilities:Manage all aspects of financial reporting, external audit, and tax services.Lead daily...

Wealth Management OpportunityCitizens Private Bank is seeking a talented Wealth Strategist for Ultra-High Net Worth Clients to join our team. As a key member of our wealth management team, you will work closely with a Senior Wealth Advisor to deliver comprehensive financial solutions to our Ultra-High Net Worth (UHNW) clients.Key Responsibilities:Client...

Job Summary:As a Senior Financial Reporting Manager - CPA, you will be responsible for managing all aspects of the hospital financial reporting, external audit, and tax services. This includes leading the daily activities in the financial reporting, external audit, and tax areas to ensure the completion of the annual external audit plan in conjunction with...

Role Overview:As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.You will be empowered to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds,...

Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a Wealth Management Advisor, you will be responsible for developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.Key ResponsibilitiesMeet revenue...

About the RoleAs a Senior Manager, Wealth Advisor with Schwab Wealth Advisory, you will play a critical role in delivering exceptional client experiences and driving business growth. This is an opportunity to leverage your expertise in wealth management and investment advisory to make a meaningful impact on clients' lives.Key ResponsibilitiesProvide...

About the JobWe are seeking a highly skilled Executive Advisor to join our team at Exceeders Group LLC.Key ResponsibilitiesProvide strategic guidance and recommendations to the organization's president and board members.Establish and maintain effective working relationships with senior management and other stakeholders.Assess the external environment and...

Company 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...

Job SummaryThe Senior Financial Analyst will provide financial analysis and planning support to the Department of Radiation Oncology at Mass General Brigham. This role will work closely with the Finance Director and Vice President to develop and manage budgets, analyze financial performance, and identify areas for improvement.Key ResponsibilitiesDevelop and...

The Operational Risk Management (ORM) team at Citizens Financial Group, Inc. is seeking an experienced Operational Risk Management Senior Manager to assist in the planning, execution, and ongoing review of the Operational Risk Management Methodology Frameworks, including Risk and Control Self-Assessment (RCSA) and Risk and Control Assessment.The Senior...