- Citizens (Westwood, 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 (Milton, 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 (Boston, 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 (Cambridge, 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 (Cambridge, 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 (Belmont, 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
- Lumen (Boston, MA)
- …We are seeking a dynamic Industry Strategist with deep industry expertise in financial services vertical (FSI). As the FSI Strategist, you will play a pivotal ... deals. The ideal candidate must possess a deep understanding of the financial services industry. The candidate must possess strong relationship-building skills and… 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
- Publicis Groupe (Boston, MA)
- …**Overview** Publicis Sapient is looking for a Senior Manager, Technology - 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
- 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
- Elevance Health (Woburn, MA)
- …balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may ... be considered. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be… 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
- Elevance Health (Woburn, MA)
- …Alternate locations may be considered. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… more
- Elevance Health (Woburn, MA)
- …onboarding and skill development. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… more
- Elevance Health (Woburn, MA)
- …locations could be considered. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… 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
- 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
- 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