NewFinancial Advisor JobotFinancial AdvisorLynn, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Advisor New York Life, Coelho Group — BridgewaterFinancial AdvisorBridgewater, MA$60,000–$200,000 / yearNew York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
FinOps Representative Vaco LLCFinOps RepresentativeSalem, NH$60,000–$65,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Remote Sales Representative Reineke AgencyRemote Sales RepresentativeBoston, MARemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Customer Support Representative (EST) ComplySciCustomer Support Representative (EST)Boston, MA$49,500–$55,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
NewFinancial Associate Rise North CapitalFinancial AssociateBraintree, MA$60,000–$120,000 / yearWe will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. Whether you’re not yet licensed, newly licensed, or changing careers — we’ll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
Personal Financial Representative - MA AllstatePersonal Financial Representative - MALincoln, MassachusettsYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.
Personal Financial Representative - RI AllstatePersonal Financial Representative - RILincoln, Rhode IslandYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.
NewCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramWellesley, Massachusetts$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Representative - Entry Level New England Region - Modern Woodmen of AmericaFinancial Representative - Entry LevelHaverhill, MA$97,000–$192,000 / yearFull timePossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Representative - Entry Level Modern WoodmenFinancial Representative - Entry LevelHaverhill, MassachusettsPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Entry Level Financial Representative Rise North CapitalEntry Level Financial RepresentativeBraintree, MAWe will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. Whether you’re not yet licensed, newly licensed, or changing careers — we’ll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
Financial Services Representative The Moody Street GroupFinancial Services RepresentativeNewton, MASSACHUSETTSThe Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices.
Patient Financial Aid Representative Brigham and Women's HospitalPatient Financial Aid RepresentativeBoston, MA$19.81–$28.30 / hourThe framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. Essential Functions: Meet with patients or their representatives to explain the financial aspects of their healthcare services, including insurance coverage, copayments, deductibles, and out-of-pocket expenses.
Financial Services Representative Moody Street GroupFinancial Services RepresentativeGreater Boston, MAWe are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica® , works with a diverse clientele including individuals, business owners, professionals and families.
Patient Financial Aid Representative Mass General BrighamPatient Financial Aid RepresentativeBoston, MassachusettsThe framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. Essential Functions: -Meet with patients or their representatives to explain the financial aspects of their healthcare services, including insurance coverage, copayments, deductibles, and out-of-pocket expenses.
Financial Service Representative Boston Water and Sewer CommissionFinancial Service RepresentativeBoston, MassachusettsFull timeKnowledge, Ability and Skill : Knowledge: Basic knowledge of various accounting, Accounts Receivable, Accounts Payable, and Collections functions; familiarity with BWSC regulations and related requirements, practices and terminology; thorough knowledge of departmental operations; familiarity with accounting principles and procedures; working knowledge of software applications; experience with General Journal entries preferred. Ability: Communicate effectively and tactfully with staff and the public; compose correspondence; prioritize and complete multiple tasks at one time with frequent interruptions; think analytically; operate a computer with intermediate skills using software programs for word processing, database, spreadsheets and other software as required by the position; maintain and create spreadsheets and records; use automated accounting systems.
Patient Financial Services Representative - Hospital Billing Lahey Hospital and Medical CenterPatient Financial Services Representative - Hospital BillingMA$21–$28.26 / hourUnder oversight of the Department Manager & Supervisor, the Patient Financial Services Representative - Hospital Billing will be responsible for efficient & timely billing and collections of hospital outstanding balances on inpatient and outpatient accounts receivable within assigned work queues for a large multi-facility healthcare system with future expansion anticipated to maximize reimbursement to the health system. Handles payer 277 rejections of accounts and resubmits claims through Epic Billing system or other means of submission (i.e., email, fax, payer portal, certified mail) and provides trends to management for payer outreach and/or internal billing system updates to ensure timely filing and reimbursement.
NewFinancial Advisor Northwestern MutualFinancial AdvisorMiddleton, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MA$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Back to search results Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Boston, Massachusetts; Hyannis, Massachusetts; Hingham, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor Moody Street GroupFinancial AdvisorGreater Boston, MAWe are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.
Financial Advisor ManulifeFinancial AdvisorBoston, MA$59,000–$98,300 / yearSupported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorHaverhill, MA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Associate, Financial Advisor, Peabody, MA Banco Santander BrazilAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Associate, Financial Advisor, Peabody, MA Banco Santander (Brasil) SAAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Financial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.
Financial Aid & Student Accounts Advisor Benjamin Franklin Cummings Institute of TechnologyFinancial Aid & Student Accounts AdvisorBoston, MAServing as a primary point of contact for financial aid and student account questions, this highly student-facing position helps students navigate financial aid requirements, billing processes, payment options, and financial literacy concepts that support enrollment, persistence, and completion. With a mission to deliver transformative technical and trade education that leads to economic advancement, Franklin Cummings Tech offers a unique mix of certificates and degrees that appeal to enterprising students from Eastern Massachusetts and respond to employer demand for a well-prepared workforce.
Associate, Financial Advisor, Peabody, MA Santander USAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. + Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Boston, MA Thrivent Financial for LutheransVirtual Financial Advisor - Boston, MABoston, MARemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Director, Financial Reporting Manager The Bank of New York Mellon CorpDirector, Financial Reporting ManagerBoston, MA$136,500–$270,000 / yearDeep technical accounting expertise across IFRS, U.S. GAAP, Lux GAAP, and other relevant regulatory frameworks, with strong knowledge of investment fund structures, including mutual funds, hedge funds, private equity, and alternative investments. 15+ years of progressive leadership experience managing large teams of financial reporting professionals, preferably within a fund administrator, asset servicing organization, asset manager, or Big Four accounting firm with investment funds experience.
Counsel, AVP - WIM Financial Advisor Recruiting Wells Fargo & CoCounsel, AVP - WIM Financial Advisor RecruitingBoston, MA$100,000–$196,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The individual selected will be responsible for: (i) providing advice and guidance on financial advisor (FA) recruiting matters, (ii) analyzing and advising on legal questions concerning the Protocol for Broker Recruiting, (iii) advising on FINRA Form U5s, and (iv) supporting evolving WIM and Legal Department priorities.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Manager - Portsmouth, New Hampshire TD BankFinancial Advisor Manager - Portsmouth, New HampshireNorth Andover, New HampshireTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Financial Consultant TIAAFinancial ConsultantCambridge, Massachusetts$72,700–$95,500 / yearRelated SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Advisor - Worcester, MA And Surrounding Thrivent Financial for LutheransFinancial Advisor - Worcester, MA And SurroundingWestborough, MAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, Massachusetts$90,000–$125,000 / yearSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Financial Advisor Ameriprise FinancialFinancial AdvisorMiddleton, MA$48,000–$60,000 / yearAbility to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam). Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
NewFinancial Career Coach Community Teamwork IncFinancial Career CoachLowell, MA$50,000–$60,000 / yearThe Financial Career Coach will coach clients on ways to reduce barriers to maintaining employment including working closely with the Senior Financial Education Staff. We leverage our programs, our partnerships, and our collective voice to foster equity, compassion, and community engagement by creating housing, education, and economic opportunities.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantCambridge, MA$72,700–$95,500 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
BAS Principal - Valuation, Financial Forensics, Litigation (VFL) LitmanGerson AssociatesBAS Principal - Valuation, Financial Forensics, Litigation (VFL)Woburn, MA$140,000–$230,000 / yearFull timespecializing in a given subset Education and Experience:Bachelor's degree in Accountancy, Marketing, Finance, or a related fieldMaster's degree in Accountancy, Marketing, Finance or a plan to pursue preferredOne or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA) CPA, CVA, ABV, CBA, or ASA certification is required 10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships. Acts as the firm's preeminent resource in specific technical areasProvides advice and council to clients, partners, and staffManages client expectations, develop solutions, and champions the implementation of client needs and ideasConsistently meets client deadlines timely and adheres to delivering specific client scopesIdentifies and recommends additional services that would be beneficial to clientsProvides exceptional customer service, ensuring client understands services, processes, etc.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Boston, MA$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Financial Advisor - Metro Credit Union LPL Financial ServicesFinancial Advisor - Metro Credit UnionMelrose, MA$50,000–$80,000 / yearThis employment opportunity at TruStage located at Metro Credit Union in Melrose, MA would allow you to join Metro Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Metro Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.
NewFinancial & Tax Accountant Frontier Developments PlcFinancial & Tax AccountantCambridge, MAWe offer a competitive salary and benefits package, which includes a success-based annual bonus, share option schemes, life assurance, private family healthcare, flexitime working hours, enhanced maternity/paternity leave, in-house subsidised catering, support with relocation, a Cycle to Work scheme, free bike servicing, and social activities and events. Working within an AIM-listed video games company, you'll support key reporting and compliance activities while developing a broad technical skillset alongside an experienced and supportive team.
Financial Advisor - Hybrid (Danvers, MA) OneDigital Investment AdvisorsFinancial Advisor - Hybrid (Danvers, MA)Danvers, MassachusettsThe Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Financial Advisor - Bilingual Cambodian Speaking Preferred TD BankFinancial Advisor - Bilingual Cambodian Speaking PreferredLowell, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Metro Credit Union LPL FinancialFinancial Advisor - Metro Credit UnionMelrose, Massachusetts$50,000–$80,000 / yearThis employment opportunity at TruStage located at Metro Credit Union in Melrose, MA would allow you to join Metro Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Metro Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Director/Sr. Director, Financial Planning & Analysis Rapport Therapeutics IncDirector/Sr. Director, Financial Planning & AnalysisBoston, MA$220,000–$240,000 / yearServe as a finance representative on cross functional program development teams to assist with managing program budgets, scenario plan and help determine optimal allocation of program resources both as part of formal forecast cycles and to meet ad hoc needs. Your impact: Reporting to the VP Finance, the Director of Financial Planning and Analysis will be a critical leader within our finance team and a key business partner for leadership, our program teams, and for all functional areas within the Company.
Financial Consulting Manager - Finance as a Service RSM US LLPFinancial Consulting Manager - Finance as a ServiceBoston, MA$95,400–$192,000 / yearParticipate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc. Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance CFO.