Financial Services Associate

Job 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 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...

About the RoleThis position is responsible for providing exceptional customer support to employees, financial professionals, and retirees on HR-related topics. The ideal candidate will have a strong understanding of HR processes and procedures, excellent communication skills, and the ability to work collaboratively with HR Business Partners and other HR...

Prestigious 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...

We are seeking highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law, or communications to join our team as Financial Services Sales Representatives.Our Financial Services Sales Representatives utilize a values-based approach and market primarily by introduction. We...

Job Title: Associate, Financial Solutions ExpertJob Summary:We are seeking a highly skilled Associate, Financial Solutions Expert to join our team at Fidelity Investments. As a key member of our Strategic Advisers business unit, you will play a vital role in developing the methodology that provides answers to our customers' key financial planning...

Job SummaryWe are seeking a highly skilled Claims Customer Care Associate to join our team at Lincoln Financial Group. As a Claims Customer Care Associate, you will be responsible for providing exceptional customer service to our clients, answering their questions and concerns regarding group insurance products, and ensuring that their claims are processed...

Job OverviewOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer seeking a Client Service Associate to join our Private Client Division in Boston, MA.The ideal candidate will provide administrative support, calendar management, database management, client interaction, and perform special projects as assigned.Key...

Job SummaryThe Associate Director of Financial Reporting will play a key role in ensuring the accuracy and efficiency of our financial reporting processes. This individual will work closely with our external audit and tax advisors to ensure compliance with all regulatory requirements.Responsibilities will include:Leading the daily activities in the financial...

Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key Responsibilities:Manage monthly,...

Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key Responsibilities:Manage monthly,...

Financial 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...

Key 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...

Job 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...

About 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...

The OpportunityThe newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced program manager to support the stand-up of the new organization. In this highly visible role as the Program Manager Lead for the Financial Accounting Systems Transformation (FAST) program, you will be responsible for leading one of the largest...

Role 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 Advisor OpportunitySouth Shore Retirement Services, a leading Boston-based independent financial advisory firm, is seeking a skilled Financial Advisor to join their dynamic team. As a key member of the advisory team, you will work closely with clients to develop long-term relationships, provide superior customer service, and execute trades, build...

Finding Success in the Financial IndustryThe Wealth Management Internal Sales Team at Franklin Templeton is dedicated to delivering world-class consultative sales and relationship management support to financial advisors. As an Internal Sales Associate, you will be the entry-level sales position on the team and considered the gateway to career growth at our...

Job SummaryRhythm Pharmaceuticals is seeking an experienced Associate Director of Financial Planning and Analysis to join our dynamic clinical organization. As a strategic financial partner, you will play a pivotal role in leading the company's critical budgeting and forecasting processes, ensuring financial alignment across all departments.Key...