- Fidelity TalentSource LLC (Littleton, MA)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Creative Financial Staffing (Danvers, MA)
- …closely with business unit CFOs and accounting teams to ensure cohesive financial strategies. Consultant Coordination: Collaborate with outside consultants on ... Creative Financial Staffing has partnered with an innovative utility...an innovative utility and waste organization seeking a Senior Financial Manager to join their team!WHY: This position is… more
- Fidelity TalentSource LLC (Westwood, MA)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Creative Financial Staffing (Danvers, MA)
- …closely with business unit CFOs and accounting teams to ensure cohesive financial strategies. Consultant Coordination: Collaborate with outside consultants on ... Job Opportunity: Senior Financial Manager Are you an experienced financial professional looking for a challenging and rewarding opportunity? We're seeking a… more
- Fidelity TalentSource LLC (Boston, MA)
- Senior Management Consultant Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Management Consultant to work in the Advanced Process Solutions division within Fidelity Investments in Westlake, TX, Durham, NC, Boston, MA, or Salt… more
- Fidelity TalentSource LLC (Boston, MA)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... that support the overall strategies developed for the client by the Financial ConsultantHelping with pre- and post-guidance appointments; making follow-up calls to… more
- Fidelity TalentSource LLC (Boston, MA)
- …us build lasting client relationships.The Role As a Health and Welfare Benefits Consultant , you will manage projects and client relationships spanning a variety of ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Fidelity TalentSource LLC (Boston, MA)
- …with VCP/VFCP, 5500 and 5330 filings (a plus)Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Fidelity TalentSource LLC (Boston, MA)
- …team of account executives, investment strategist organization, and the outside consultant community. Intimate knowledge and objective analysis of both Fidelity and ... ultimate use by the plan sponsor and 3rd party consultant . The\u00A0Expertise and Skills\u00A0We re Looking ForMinimum 2+ years...privately held company with a mission to strengthen the financial well-being of our clients. We help people invest… more
- Fidelity TalentSource LLC (Boston, MA)
- …drivenA curious outlook and drive for constant self-growthThe Senior Consultant contributes to a hard-working team. Responsibilities include:Collaborating with ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Prime Therapeutics (Boston, MA)
- …fuels our passion and drives every decision we make. **Job Posting Title** Financial Consultant Principal - Remote **Job Description** The Principal Financial ... business units (SBU's). **Responsibilities** + Acts as the client's financial subject matter expert; establishes direct client relationships alongside Client… more
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... . **In this role, you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. +… more
- Charles Schwab (Chestnut Hill, MA)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Consultant As a Consultant within our dynamic team, you will gain experience in a variety of enriching projects that ... a valuable asset in serving our clients. As a Consultant you will have the opportunity to: + Participate...Bachelor's degree + 2+ years of experience in the financial services or consulting industry + Good relationship management… more
- MassMutual (Boston, MA)
- ** Financial Reporting Controls Audit Consultant ** **MassMutual Corporate Audit Team** **Full-Time** **Boston, MA or Springfield, MA** **The Team** The MassMutual ... transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the...and collaborate with peers and clients to support a financial controls reporting focused audit plan. You will help… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how...records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and… more
- TIAA (Cambridge, MA)
- … landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow ... + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor/ consultant experience +...of experience in financial services + Prior advisor/ consultant experience + Knowledge of institutional retirement plans +… more
- Magellan Health Services (Chicopee, MA)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
- Equitable (Wellesley, MA)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... Financial Professional - MA, Wellesley & Springfield; NH,...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- MassMutual (Boston, MA)
- **The Opportunity** As the Strategic Business Consultant , you'll report into the Head of Advice & Financial Planning to support the organization's strategic ... Practice Efficiencies. Executing key strategies with our field partners to grow Financial Planning by curating and driving best practices to ensure new processes… more
