Hybrid Financial Advisor Position
3 weeks ago
We are seeking a Senior Financial Advisor to join our successful practice in Falmouth, Maine. This full-time hybrid role offers flexibility for remote work and requires expertise in finance, investments, and retirement planning strategies. As a key member of our team, you will provide financial planning advice, guidance, and support to clients to help them achieve their financial goals and secure their financial future.
Responsibilities- Develop and implement comprehensive financial plans tailored to individual client needs
- Analyze financial data and provide expert recommendations on investments, retirement planning, and other financial matters
- Collaborate with clients and internal teams to identify opportunities and develop solutions to meet their financial objectives
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Financial Planning Expert
3 weeks ago
Boston, Massachusetts, United States Baystate Financial Full timeJob OverviewWe are seeking a highly skilled Financial Planning Expert to join our team at Baystate Financial in Falmouth, Maine. This is a full-time hybrid role that offers flexibility for remote work.About the RoleThe Senior Financial Advisor will provide financial planning advice, finance expertise, and investment recommendations to clients. They will work...
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Financial Services Advisor
3 weeks ago
Boston, Massachusetts, United States Lincoln Investment Full timeJob OverviewWe are seeking a talented Financial Services Advisor to join our team in the Greater Boston area. As a Financial Services Advisor, you will work closely with a senior Financial Professional and acquire new clients utilizing current school district 403(b) and 457 payroll slots.The successful candidate will have a strong ability to be a...
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Financial Career Advisor
3 weeks ago
Boston, Massachusetts, United States Northwestern Mutual Full timeCompany OverviewAt Northwestern Mutual, we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality. Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals.With over 50% of Americans citing that...
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Comprehensive Financial Advisor
6 days ago
Boston, Massachusetts, United States Baystate Financial Full timeKey ResponsibilitiesThe successful candidate will have primary focus on comprehensive financial planning ranging from investments to insurance and helping clients with their full financial picture.You will work closely with clients to understand their financial goals and develop personalized financial plans to achieve those goals.In addition, you will assist...
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Community Financial Empowerment Advisor
3 weeks ago
Boston, Massachusetts, United States Inquilinos Boricuas En Accion Full timeCommunity Financial Empowerment Advisor OpportunityInquilinos Boricuas En Accion is committed to improving the lives of individuals and families in the Boston community through high-quality affordable housing, education, and arts programs.We are seeking a skilled Community Financial Empowerment Advisor to join our financial empowerment team.Key...
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Expert Advisor for Financial Excellence
4 days ago
Boston, Massachusetts, United States CrossCountry Consulting Full timeCompany Overview">We are a forward-thinking advisory firm dedicated to delivering exceptional results and building long-lasting relationships with our clients. Our core values of collaboration, enthusiasm, generosity, and perseverance drive our success and foster a positive experience for both our clients and employees.With expertise spanning accounting and...
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Financial Advisor
3 weeks ago
Boston, Massachusetts, United States Hamilton Gold Group LLC Full timeAbout the Opportunity">We are seeking a seasoned investment professional to join our team as a Financial Advisor - Investment Expert. As a key member of our team, you will be responsible for leveraging your expertise in investment management to close high-net-worth prospects and help them diversify their investments through gold and silver IRAs. This is a...
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Financial Operations Manager
1 month ago
Boston, Massachusetts, United States Jobot Full timeCompany Overview:We are a cutting-edge technology company helping buyers and sellers of heavy equipment to grow faster and easier. Salary: $100,000 - $130,000 per year Job Description:We are seeking a skilled Financial Operations Manager to join our Finance team. This position will be responsible for overseeing financial operations and ensuring timely and...
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Senior Financial Advisor
5 days ago
Boston, Massachusetts, United States Berkshire Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our Asset Management team at Berkshire Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and helping our clients achieve their financial goals.Key Responsibilities:Maintain existing client relationships by...
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Senior Tax Advisor
3 weeks ago
Boston, Massachusetts, United States Dennis & Associates, CPA Full timeJob OverviewDennis & Associates, CPA is an established public accounting firm seeking a Senior Tax Advisor to join our team. As a Senior Tax Advisor, you will work closely with clients to strategize their financial goals and maximize their tax savings.
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Employee Benefits Advisor
6 days ago
Boston, Massachusetts, United States Marsh & McLennan Companies, Inc. Full timeJob SummaryMMA is hiring an Employee Benefits Advisor to join our Retirement Services team. In this role, you will play a key part in delivering individual retirement education and financial wellness materials to our clients' employees and plan participants. This is a fantastic opportunity to use your expertise and passion for helping others achieve their...
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Senior Software Architect Position
4 days ago
Boston, Massachusetts, United States Broadridge Financial Solutions , Inc. Full timeWe are seeking a highly skilled Senior Lead Software Engineer to join our top-notch financial applications team. As a member of this team, you will participate in an Agile process with team members to develop high-quality software that meets requirements. This role involves designing, engineering, and testing software in accordance with company and team...
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Principal Software Development Position
6 days ago
Boston, Massachusetts, United States Broadridge Financial Solutions , Inc. Full timeBroadridge Financial Solutions , Inc. delivers technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.We are seeking an experienced Principal Software Development Engineer to lead our top-notch financial applications team.This role involves participating in an Agile team in...
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Computer Science Advisor Position
6 days ago
Boston, Massachusetts, United States Boston University Full timeWe are seeking an experienced Undergraduate Academic Advisor to join our team at Boston University. As a key member of our department, you will provide academic guidance and support to Computer Science majors and minors, as well as students from other disciplines interested in CS courses and programs.Job SummaryThis is a full-time position that offers a...
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Senior Financial Specialist
3 weeks ago
Boston, Massachusetts, United States Propivotal Full timeAbout the RoleThis is an exciting opportunity for a Senior Accountant to join our team and take on a leadership role in our financial operations. As a key member of our finance team, you will be responsible for driving financial growth, improving financial processes, and ensuring compliance with policies and procedures.The ideal candidate will have a strong...
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Financial Markets Advisor
3 weeks ago
Boston, Massachusetts, United States 5 Legal Full timeSalary and BenefitsWe offer a competitive salary range of $180,000 - $250,000 per year, depending on experience.Job ResponsibilitiesCandidates should have experience in public company work, registered equity offerings (IPOs and follow-on offerings), and private placements. Candidate must be familiar with the financial services sector.
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Professional Financial Advisor
2 days ago
Boston, Massachusetts, United States Moody Street Group Full timeJob DescriptionAs a Financial Services Sales Representative at The Moody Street Group, LLC, you will utilize a values-based approach to market primarily through introduction. This role requires highly motivated and success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law, or...
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Personal Financial Strategist
3 weeks ago
Boston, Massachusetts, United States Citizens Full timeCitizens Private Bank is seeking a seasoned Wealth Advisor to deliver exceptional wealth management services to ultra-high net worth (UHNW) clients. This opportunity involves collaborating with internal teams, including private bankers, trust officers, and estate planners, to provide seamless client service.The ideal candidate will possess a strong track...
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Career Path in Financial Planning
1 day ago
Boston, Massachusetts, United States Northwestern Mutual Full timeBecoming a Financial RepresentativeWe are seeking professionals who want to build a rewarding career in financial planning. Our team of experienced advisors will guide you through our comprehensive training program and provide ongoing support as you develop your skills and expertise.
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Life Insurance Career Advisor
3 weeks ago
Boston, Massachusetts, United States Metzen Agency Full timeMetzen Agency Remote Sales Job OpportunityWe are seeking a highly motivated and results-driven Life Insurance Career Advisor to join our team as a fully remote sales representative. As a key member of our team, you will be responsible for actively engaging with prospective customers, building strong relationships, and driving sales growth. This role offers...