Service Advisor

LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles, please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a detail-oriented and organized client service associate who can interact with clients and has a keen eye for accuracy. They are a...

{"title": "Financial Planning Specialist", "description": "Lead Advisor, LLC: A Wealth Management Consulting FirmWe are seeking a highly skilled Certified Financial Planner to join our team at Lead Advisor, LLC, a wealth management consulting and search firm. Our client, a top wealth management firm, is in search of a professional with a minimum of 5 years...

{"title": "Financial Planning Specialist", "description": "Lead Advisor, LLC: A Wealth Management Consulting FirmWe are seeking a highly skilled Certified Financial Planner to join our team at Lead Advisor, LLC, a leading wealth management consulting firm. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their...

Job DescriptionWe're seeking a skilled Service Advisor to join our Performance and Customization department at Eastside Motoring. As a key member of our team, you'll work closely with our service technicians to deliver exceptional customer experiences. Your expertise in car modification and sales will help our customers select the right services for their...

Client Relationship ManagerWe are seeking a highly skilled Client Relationship Manager to join our team at Beacon Pointe Advisors. As a Client Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Act as the...

KLR is a leading accounting firm in New England, seeking a Tax Manager to join our Private Client Services team in our Providence, Boston, Waltham, or Newport offices.The ideal candidate will have 6+ years of technical tax experience in public accounting, with a strong background in individual taxation and estate planning. As a trusted advisor, you will...

About the RoleWe are seeking a highly skilled and motivated Retirement Solutions Investment Associate to join our team at Commonwealth Financial Network. As a key member of our Strategic Retirement Solutions department, you will play a critical role in supporting our Retirement Plan Investment Solutions and providing consultation and training to our...

About the RoleWe are seeking a highly skilled and motivated Retirement Solutions Investment Associate to join our team at Commonwealth Financial Network. As a key member of our Strategic Retirement Solutions department, you will play a critical role in supporting our Retirement Plan Investment Solutions and providing consultation and training to Commonwealth...

Kahn Litwin Renza is a leading accounting firm in New England, recognized for its expertise in tax and consulting services. We are seeking a highly skilled Tax Manager to join our team in our Providence, Boston, Waltham, or Newport offices.The ideal candidate will have a strong background in individual taxation, with experience in managing complex estate,...

Job DescriptionAs a Global Service Provider Partner Success Specialist at ServiceNow, you will serve as a trusted advisor to a specific ServiceNow Service Provider Partner to drive the consumption and adoption of NOW software with their end-customer accounts.The successful candidate will work across up to 25 accounts with the Service Provider, providing...

About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

Job Summary:We are seeking a Temporary Compensation Associate to join our team at Beacon Hill. As a key member of our team, you will be responsible for transferring, updating, and verifying data between various software and database systems. Your attention to detail and organizational skills will be essential in verifying advisor and payout data by...

Residential Appraisal ManagerAt Cambridge Savings Bank, we are committed to excellence in residential appraisal management. We are seeking a highly skilled and experienced Residential Appraisal Manager to join our team.Key Responsibilities:Analyze and evaluate appraisals to ensure compliance with Interagency Appraisal and Evaluation Guidelines.Oversee the...

Unlock Your Potential in a Dynamic Investment EnvironmentWe're seeking a highly skilled retirement solutions investment associate to join our Strategic Retirement Solutions department at Commonwealth Financial Network. This is an exceptional opportunity to leverage your expertise in investment oversight procedures, including investment research, monitoring,...

Controller Job DescriptionCommonwealth Financial is seeking a highly skilled and experienced Controller to join our team. As a key member of our Accounting department, you will be responsible for leading day-to-day accounting operations, providing expert guidance, and driving financial growth.Key Responsibilities:Close the monthly books accurately and on...

About the RoleWe are seeking a highly skilled Practice Management Operations Analyst to join our team at Commonwealth Financial Network LLC. As a key member of our Business Solutions Consulting department, you will play a vital role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team...

About the RoleWe are seeking a highly skilled Finance Business Partner to join our team at National Grid USA. As a key member of our organization, you will play a critical role in driving business value and financial performance.Key ResponsibilitiesPartner with business leadership to develop business cases and strategic initiatives, ensuring alignment with...

Beacon Hill is seeking a Temporary Compensation Associate to support their team in Waltham, MA. This 6-month role offers a competitive hourly rate of $21.Key Responsibilities:Transfer and update data between various software and database systemsVerify advisor and payout data by reviewing, correcting, deleting, or reentering dataPerform data testing and enter...

Practice Management Operations SpecialistOverviewAt Commonwealth Financial Network LLC, we strive to create a better world by empowering our advisors and their clients through innovative business solutions. As a Practice Management Operations Specialist, you will be part of a dynamic team that transforms and improves processes, analyzes data to drive...

bJob Summary/bbrbrCommonwealth Financial Network LLC is seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team. As a key member of our team, you will be responsible for developing and managing processes and workflows to improve efficiency and consistency across the organization. You will also analyze...