Financial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Boston, MA$100,000–$140,000 / yearInformation 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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
Financial Advisor JobotFinancial AdvisorWestborough, 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 (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. 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.
NewContact Center Representative North Easton Savings BankContact Center RepresentativeWhitman, MA$23–$24 / hourAn individual’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, business or organizational needs, affordability and market pay. Recognized as a Top Place to Work, our continued investment in growth and innovation doesn’t end with just our products and services - let NESB invest in your tomorrow by starting a career with us today.
NewAssociate Financial Advisor NYL - BostonAssociate Financial AdvisorWestborough, MA$80,000–$150,000 / yearWork directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
NewSales Development Representative AthenahealthSales Development RepresentativeBoston, MA$48,000–$82,000We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces — some offices even welcome dogs.
NewOutside Sales Representative / Training Provided / Weekly Pay Safe Haven SecurityOutside Sales Representative / Training Provided / Weekly PayPeabody, MA$70,000–$125,000 / yearReasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.
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.
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.
Financial Representative - Seeking Growth New England Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthHaverhill, MA$97,000–$192,000 / yearPossessing 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.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramHingham, 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.
Entry Level Financial Representative Rise North CapitalEntry Level Financial RepresentativeBraintree, MAWe are committed to your success and will provide all of the following to help you develop as an Entry Level Financial Representative: One-on-one strategic coaching. As an Entry Level Financial Representative, you will: Attend virtual or in-person trainings to enhance financial expertise.
Financial Representative Davis Family Financial LLCFinancial RepresentativeWorchester, MA$65,000–$80,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
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.
Financial Services Representative Moody Street GroupFinancial Services RepresentativeBoston, MassachusettsWe 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 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.
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.
NewFinancial Service Representative (Floating) Liberty Bay Credit UnionFinancial Service Representative (Floating)Braintree, MA$45,000–$65,000The ideal candidate is ready to take total ownership of the member experience whether greeting them as they walk through our branch doors, assisting them over the phone as a vital overflow resource for our Member Service line, or communicating via secure chat and provide quality member service and satisfaction in accordance with the credit union's policies, procedures, and philosophy. Key Responsibilities: Consultative Service: Conduct needs-discovery conversations (in-person, via phone, or secure chat) to understand members' short term and long term personal and business ambitions, guiding them toward the right checking, savings, loan, or digital banking solutions.
Field Sales Representative II, Financial Services, Google Cloud Google LLCField Sales Representative II, Financial Services, Google CloudCambridge, MAAs part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners. Our teams are dedicated to helping our customers developers, small and large businesses, educational institutions and government agencies see the benefits of our technology come to life.
Patient Financial Services Representative - Hospital Billing (Remote) Lahey Hospital and Medical CenterPatient Financial Services Representative - Hospital Billing (Remote)Charlestown, MARemote$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.
Patient Financial Services Representative - Hospital Billing Lahey Hospital and Medical CenterPatient Financial Services Representative - Hospital BillingCharlestown, MA$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.
Financial Advisor Northwestern MutualFinancial AdvisorMiddleton, Massachusetts$61,000–$250,000 / yearNorthwestern 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.
Financial Advisor Moody Street GroupFinancial AdvisorBoston, MassachusettsWe 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 Edward D Jones & Co LPFinancial AdvisorTewksbury, 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.
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.
Solution Advisor Senior Specialist FP&A and Financial Reporting SAP SESolution Advisor Senior Specialist FP&A and Financial ReportingBurlington, MAOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with two hundred million users and more than one hundred thousand employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorBurlington, MAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Financial Aid Advisor - Military Division California Institute of Applied TechnologyFinancial Aid Advisor - Military DivisionOnly in, MARemote$24–$27 / hourThe in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. RequirementsPreferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties.
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.
Financial Aid Advisor California Institute of Applied TechnologyFinancial Aid AdvisorOnly in, MARemote$24–$27 / hourThe in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance.
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 Ameriprise Financial IncFinancial AdvisorMiddleton, MA$48,000–$60,000 / yearYou'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
Financial Manager FirstService CorpFinancial ManagerCanton, MA$90,000–$95,000 / yearJob Overview: As Financial Manager of Client Accounting at FirstService Residentialthe North American leader in residential property management youll play a visible, client-facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, youll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.
Financial Advisor Advisor GroupFinancial AdvisorBoston, MassachusettsThe Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships. 2–4 years of experience in wealth management, financial planning, or client services within the financial services industry.
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.
BAS Principal - Valuation, Financial Forensics, Litigation (VFL) LitmanGerson AssociatesBAS Principal - Valuation, Financial Forensics, Litigation (VFL)Woburn, MA$140,000–$230,000 / yearOne 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. Proactively identifies and communicates issues to clients, provides value added advice; is viewed as a qualitative and quantitative resource for partners and staff to resolve issues within practice segments and/or industry specialization(s).
Customer Engineer, Data Analytics, Financial Services Google LLCCustomer Engineer, Data Analytics, Financial ServicesCambridge, MANote: By applying to this position you will have an opportunity to share your preferred working location from the following: Atlanta, GA, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; Sunnyvale, CA, USA; New York, NY, USA; Austin, TX, USA; San Francisco, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).
Financial Advisor Osaic IncFinancial AdvisorBoston, MA$100,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
Go-to-Market Lead, AI Infrastructure, TPU/GPU, Financial Services, Google Cloud Google LLCGo-to-Market Lead, AI Infrastructure, TPU/GPU, Financial Services, Google CloudCambridge, MAIn this role, you will drive accelerated business growth for Google Cloud through Tensor Processing Unit (TPU)/Graphics Processing Unit (GPU) partnerships and customer engagements within the Financial Services industry across the Google Cloud Platform (GCP) Go-To-Market (GTM) segments and verticals. Your leadership role will require collaboration with field business, Artificial Intelligence (AI) Infrastructure tech specialists, capacity, product, engineering, and finance to develop and grow AI Infrastructure TPU/GPU partnerships and operate at the C-level internally and externally.
Claims Examiner II, Lawyers and Financial Advisors Markel Group IncClaims Examiner II, Lawyers and Financial AdvisorsBoston, MAThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
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 OsaicFinancial AdvisorBoston, MA$100,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
Servicing Financial Advisor - Boston area Alera GroupServicing Financial Advisor - Boston areaNeedham, Massachusetts$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.
Financial Advisor - Retirement Plans CAPTRUSTFinancial Advisor - Retirement PlansBoston, Massachusetts$100,000–$130,000 / yearAs a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets.
Assistant Financial Controller Amphenol PcdAssistant Financial ControllerBeverly, MA$115,000–$140,000With facilities in North America and Asia, Amphenol PCD products are chosen by hundreds of OEMs around the world reliant on Amphenol's technical excellence, global network of distributors, and cost-effective solutions for custom systems. PCD considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Financial Advisor Associate - North Andover, Massachusetts TD BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, MassachusettsThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
NewFinancial Analyst II Fresenius Medical CareFinancial Analyst IIWaltham, MassachusettsAssist management in the financial feasibility of potential acquisitions, joint ventures, and startup businesses by providing various analyses and financial models for diverse financial data. The rate of pay for this position will depend on the successful candidate’s work location and qualifications, including relevant education, work experience, skills, and competencies.
Licensed Veterinary Insurance & Financial Assistance Administrator (P&C Licensed) MSPCA - AngellLicensed Veterinary Insurance & Financial Assistance Administrator (P&C Licensed)Boston, MA$28–$32 / hourPart timeAs the Insurance & Donor Fund Administrator at MSPCA–Angell, you’ll guide clients through pet insurance, support veterinary teams with accurate financial information, and ensure donor funds are used responsibly to help animals in need. If you’re ready to bring your insurance knowledge and client service skills into a role where every day offers the chance to help animals and the people who love them, we’d love to meet you.