- Principal Financial Group (Boston, MA)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... in the area. + Collaborate on the design and delivery for chatbot/ virtual assistant (AI/ML models, embedded apps, escalation logic) + Partner with design teams… more
- Citizens (Boston, MA)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Newton, MA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- H&R Block (Natick, MA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- H&R Block (Natick, MA)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- H&R Block (Natick, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- Thrivent Financial (Boston, MA)
- …events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific ... by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the… more
- Microsoft Corporation (Boston, MA)
- The **Strategic Account Technology Strategist - Financial Services** Provides technology guidance to clients, and orchestrates the interaction between clients and ... the strategic value of Microsoft solutions. Acts as a trusted technology advisor both internally and externally to integrate Microsoft technology in the customer's… more
- Raymond James Financial, Inc. (Boston, MA)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...of Financial Advisor expenses. + Creates reports to… more
- Amazon (Boston, MA)
- …and have a strong hands-on approach. Key Responsibilities: - Partners' trusted advisor :- collaborate with AWS account, training and support teams to help partners ... use AWS services such as Amazon Identity and Access Management (IAM), Virtual Private Cloud (VPC), Key Management System, CloudHSM, AWS Organizations, Artifact, Web… more
- BlackRock (Boston, MA)
- …("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, ... results and expand relationships with the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new… more
- Pfizer (Cambridge, MA)
- …continuous improvement, and enterprise-wide transformation. Serving as a strategic advisor to senior Digital and Commercial leadership, the leader influences ... digital ecosystem. **Organizational Influence** + Serve as a strategic advisor on enterprise-wide initiatives that impact operational and functional excellence.… more
- Sharecare (Boston, MA)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Massachusetts Port Authority (East Boston, MA)
- …Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service loan ... ensuring consistent performance, scalability, and security across physical and virtual environments. + Partners with senior technical staff and cross-functional… more
- Massachusetts Port Authority (East Boston, MA)
- …Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service loan ... others to build strong capabilities across the team. With deep expertise in virtual design, construction, and BIM, you navigate complex projects with precision and… more
