• Private Client Financial

    Citizens (Boston, MA)
    …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
    Citizens (08/02/25)
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  • Asset Management - Private Wealth…

    JPMorgan Chase (Boston, MA)
    …relationships with leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you ... private market solutions to team member investors through financial intermediaries. You will promote financial ...investors through financial intermediaries. You will promote financial advisor engagement across various channels and… more
    JPMorgan Chase (10/05/25)
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  • Private Client Advisor II

    Bank of America (Boston, MA)
    Private Client Advisor II...centers of influence **Required skills:** * 12+ years of private banking or complex financial services experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private - Client - Advisor -II\_25038968) **Job Description:** At Bank… more
    Bank of America (09/27/25)
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  • Private Wealth Client Associate

    Bank of America (Boston, MA)
    Private Wealth Client Associate Boston, Massachusetts;Miami,... client materials and follows up on all client and Financial Advisor (FA) ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private -Wealth- Client -Associate\_25041144-1) **Job Description:** Merrill Wealth Management is… more
    Bank of America (10/09/25)
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  • Portfolio Advisor

    Wellington (Boston, MA)
    …gatekeepers. The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference ... with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington… more
    Wellington (09/08/25)
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  • Citi Wealth: Private Bank - UHNW Banker…

    Citigroup (Boston, MA)
    …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private more
    Citigroup (07/23/25)
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  • Private Banking Relationship Manager II

    Eastern Bank (Boston, MA)
    …Provides high level servicing to assigned portfolio of clients. + Manages the client 's financial circumstances with a focus on maintaining a strong relationship ... Responsible for growth of the private banking portfolio and servicing of private...the servicing and nurturing of the relationship with assigned client team. Meets deposit, wealth, lending and fee revenue… more
    Eastern Bank (10/08/25)
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  • Private Equity and Real Estate Research…

    Citigroup (Boston, MA)
    …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... Essentials Exam (SIE), Series 7, Series 66 required. **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time… more
    Citigroup (10/02/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Boston, MA)
    …on implementation on how to best structure the facility that works for the client and the Bank. Manages the most complex borrowing relationships by presenting WT ... close custom (advisory/tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business. Develop and… more
    M&T Bank (08/16/25)
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  • Private Banking Business Development…

    Eastern Bank (Boston, MA)
    …Collaborates with other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full ... outcomes in business development. + Regular in market site visits to prospect/ client businesses required. + Strong knowledge of financial institution policies… more
    Eastern Bank (09/09/25)
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  • Tax Manager - Private Equity

    Deloitte (Boston, MA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
    Deloitte (08/18/25)
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  • Private Banking Business Development…

    Eastern Bank (Boston, MA)
    …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... full capabilities of the bank to each client . + Refers clients and prospects to Commercial Lending,...and treasury management solutions to serve as a "trusted advisor " to our clients. Industry expertise in key verticals… more
    Eastern Bank (09/09/25)
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  • Tax Senior, Private Equity

    Deloitte (Boston, MA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
    Deloitte (08/20/25)
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  • Citi Wealth at Work - Law Firm Group - Banker…

    Citigroup (Boston, MA)
    …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...seek strategic advice regarding financial matters. + Maintain full understanding of … more
    Citigroup (08/01/25)
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  • Sr Relationship Mgr., Commercial Healthcare

    KeyBank (Boston, MA)
    …network of centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking ... - Boston, Massachusetts 02110 **KeyBank is built on trusted relationships and deep financial expertise, offering full range of retail, private wealth management,… more
    KeyBank (09/02/25)
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  • Tax Manager - Real Estate

    Deloitte (Boston, MA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
    Deloitte (08/21/25)
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  • Tax Senior - Insurance Tax

    Deloitte (Boston, MA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
    Deloitte (08/18/25)
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  • M&A IT Diligence Senior Consultant

    Deloitte (Boston, MA)
    …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
    Deloitte (10/05/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Boston, MA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
    Deloitte (08/26/25)
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  • Corporate Tax Partner

    Cherry Bekaert (Boston, MA)
    …that is focused on tax compliance and tax provision outsourcing for middle-market, private equity backed and public companies. You'll use your client service ... model, to provide coaching, mentoring, and training in the development of a client services team. We're looking for a results-driven partner who will contribute to… more
    Cherry Bekaert (10/04/25)
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