Community Financial Advisor

Role DescriptionAs a Comprehensive Financial Advisor at Baystate Financial, you will play a critical role in delivering exceptional client experiences and driving business growth. Your expertise will lie in creating tailored financial solutions for clients, encompassing investments, insurance, and estate planning.You will work collaboratively with clients to...

About the RoleAs a Sales Assistant at Clifford & Rano Associates, Inc., you will play a critical role in supporting our financial advisors and delivering exceptional client service. The successful candidate will be responsible for:Assisting clients with general account questions, changes, purchases, and withdrawalsDocumenting client interactions via Redtail...

Job Title: Financial Planning Expert at Baystate Financial in Worcester, MA At Baystate Financial, we're dedicated to helping clients achieve financial clarity and independence. As a Financial Planning Expert, you'll work closely with clients to provide expert financial advice and guidance on retirement planning strategies and investment recommendations.The...

Job OverviewWe are seeking a skilled Client Service Manager to join our financial advisory teams at Moneta, a national independent Registered Investment Advisor.This role involves developing and building relationships with clients through frequent interaction, providing dedicated service to meet client needs. As a Client Service Manager, you will work...

Job SummaryWe are seeking a highly skilled and organized Sales Assistant to join our team at Clifford & Rano Associates, Inc. in the role of a remote (Eastern time zone only) licensed, full-time position. The ideal candidate will possess excellent customer service skills, problem-solving abilities, and a thorough understanding of the financial services...

Job DescriptionThe Sales Assistant role is an exciting opportunity to work with a well-established financial advisor in a remote setting. In this position, you will be responsible for assisting clients with various tasks, including account inquiries, transactions, and document preparation. You will also have the opportunity to develop strong client...

Job OverviewWe are seeking a highly organized and detail-oriented Sales Assistant to join our team at Clifford & Rano Associates, Inc. in the Eastern time zone. As a licensed full-time Sales Assistant, you will be responsible for providing exceptional customer service and supporting our financial advisors in their daily operations.The ideal candidate will...

**About Us:**We are a dynamic public accounting firm based in Worcester, MA, committed to providing exceptional tax and advisory services to a diverse range of clients. Our hybrid working model ensures a balance between professional growth and work-life balance.**Job Description:**We are seeking a skilled Tax Accountant and Advisor to join our team. As a key...

Key ResponsibilitiesThe successful candidate will have the following key responsibilities:Provide exceptional customer service to clients, responding promptly to their inquiries and resolving issues efficientlySupport financial advisors in preparing and submitting client paperwork, financial transactions, and reportsMaintain accurate records of client...

About Worcester Polytechnic InstituteWorcester Polytechnic Institute is an Equal Opportunity Employer that actively seeks to increase the diversity of its workplace. The Institute values creativity, collaboration, inclusion, problem solving, innovation, high performance, and change making. It is committed to maintaining a campus environment free of...

Automotive Trade OpportunitiesHarr Motor Group is a leading automotive dealership in Worcester, Massachusetts, offering a wide selection of high-quality vehicles. We are currently seeking a skilled Car Trading Advisor to join our team.This role involves identifying opportunities for customers to trade their vehicle for a newer model that suits their needs...

OverviewWe are seeking a part-time Advisor to join our Dynamy John S. Laws Academy in Worcester, MA.The ideal candidate will have experience working with high school students, particularly those who are first-generation college-goers. They will mentor students in a hands-on, real-world curriculum, plan and facilitate individual and group advising meetings,...

Opportunity SummaryBaystate Financial is seeking a highly skilled Wealth Management Consultant to join our team of experienced professionals. As a key member of our advisory group, you will play a vital role in shaping the financial futures of our clients.Your primary responsibilities will include developing and implementing customized financial plans,...

Porter and Chester Institute, a leading trade school in Connecticut and Massachusetts for 75 years, is seeking an experienced Financial Aid Coordinator to join our team.Job Summary:We are looking for a highly organized individual with a strong background in financial aid to assist prospective and currently enrolled students in pursuing their career...

Job OverviewCommonwealth Electrical Technologies is seeking a highly skilled Project Financial Manager to join our team. As a key member of our project management team, you will be responsible for ensuring the financial health and stability of our projects.In this role, you will work closely with our project managers to develop and implement effective...

Company OverviewUMass Med School is a leading institution in medical education and research. We are seeking a highly skilled Senior Financial Analyst to join our team.About the JobThis is a critical role in our Academic & Research Management Services (ARMS) department. The successful candidate will be responsible for managing daily financial activities of...

**About the Role**We are seeking a seasoned Chief Financial Officer to drive financial growth and lead our organization through an initial public offering (IPO). As a key member of our team, you will play a critical role in guiding decision-making processes and navigating the journey ahead.ResponsibilitiesManage the PCAOB audit process and conduct an IPO...

Job Summary: Controller PositionVeterans Inc. is seeking a detail-oriented and results-driven Controller to oversee accounting operations, including financial reporting and budgeting.The estimated salary for this position is $90,000 - $120,000 per year, depending on experience.Key Responsibilities:Supervise and manage accounting operations, including...

We are seeking a skilled Financial Operations Specialist to join our team at Seven Hills Foundation & Affiliates. As a key member of our accounting department, you will be responsible for processing and approving RFRs (Request for Reimbursement), mailing checks, reviewing data, and ensuring accuracy in billing processes.Key responsibilities...

Job SummaryWe are seeking an experienced Senior Financial Director to lead our strategic operations at UMass Memorial Health. This role will be responsible for overseeing the financial performance of the organization, developing and implementing short-term and long-range financial plans, and executing strategic decisions that impact our goals and...