- Citizens (Boston, MA)
- Description The Private Wealth , Senior Financial Planning Analyst is a strategic partner in delivering sophisticated financial planning solutions to ... high-net-worth clients. This role supports wealth management teams by providing expert analysis, customized planning,...(or Series 63 and 65). + Certified Financial Planner ( CFP (R)) designation is required. + Demonstrated expertise in financial… more
- Deloitte (Boston, MA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- M&T Bank (Boston, MA)
- …Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and ... communicates with key stakeholders within the Wealth Management operating model to ensure clients have access...and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust &… more
- Eastern Bank (Saugus, MA)
- …members. + May directly supervise work of Client Service Associates and/or Senior Client Service Associates. **Education and Experience** ** CFP Preferred** ... can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management,… more