- 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 (Arlington, MA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Cambridge, 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
- Publicis Groupe (Boston, MA)
- …truly value. **Overview** Publicis Sapient is looking for a Senior Manager - Financial Services to lead top-notch technologists to enable real business outcomes for ... our Financial Services clients. You will create impact for some...more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer… more
- Lincoln Financial (Boston, MA)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… more
- Black & Veatch (Burlington, MA)
- …with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, including becoming the ... relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help determine… more
- Zoom (Boston, MA)
- …a sales manager position, excels at live facilitation (both in-person and virtual ), and is adept at translating complex sales strategies into actionable, engaging ... Training to All Field Roles + Facilitate live and virtual training sessions for new hires and experienced field...and ensure field relevancy. + Serve as a trusted advisor and coach to field leaders, supporting frontline managers… more
- Citizens (Boston, MA)
- …the bank's risk appetite. You will serve as a trusted risk advisor , interfacing with business partners to drive meaningful identification and mitigation of ... Principles: A solid understanding of various risk types (eg, operational, financial , compliance, reputational) and risk management methodologies, including COSO and… more
- Bank of America (Boston, MA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Our Global Payments Solutions (GPS) team shapes the future… more
- CVS Health (Boston, MA)
- …corporate leaders. This role is for an advocate, change agent and trusted advisor for the business relationship, driving engagement and adoption. It requires a blend ... expenditures throughout the project lifecycle and ensures adherence to financial constraints. -Prepares and presents project progress reports to stakeholders… more
- ICF (Boston, MA)
- …contact to align ICF's offerings with client objectives and serve as a senior advisor to utility executives. + Lead efforts to establish and grow our advisory ... employee engagement. + Proactively manage, plan, execute, and track business financial performance. + Use industry knowledge to position ICF's capabilities… 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
- Zurich NA (Boston, MA)
- …limited to) Real Estate, Manufacturing, Wholesale, Retail, Professional Services, Financial Institutions, General Industries, and more.Zurich Middle Markets offers ... Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing, and generating new and renewal...- Boston, AM - Albany, AM - New York Virtual Office, AM - Syracuse Remote Working: Hybrid Schedule:… 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
- Confluent (Boston, MA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast...(eg Java, Python, Go, etc.) + Experience with Java Virtual Machine (JVM) tuning and troubleshooting + Experience with… more
- BAE Systems (Hudson, NH)
- …must understand the intricacies of a complex LAN/WAN, video server and virtual server network environment. They will have a deep understanding how video-rich ... our efforts. In addition, they will be a trusted advisor who will assist in both: hardware/software solutions, and...all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours… more