- Bank of America (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Newton, Massachusetts;Wellesley, Massachusetts; Brookline, Massachusetts **Job ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Citizens (East Providence, RI)
- …spirit + Experience using financial planning tools + Familiarity with consumer lending and banking solutions + Digital literacy and experience + ... and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role,… more
- JPMorgan Chase (Boston, MA)
- …Series 7, Series 63 required JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, ... the way that's best for them. As a Platform Solutions Client Advisor , you will work in...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- PNC (Boston, MA)
- …and have an opportunity to contribute to the company's success. As a Client Solutions Advisor within PNC Private Bank Hawthorn organization, you will be based ... clients in select deals. + Leverages knowledge of industry and PNC products/ solutions to identify outside sales opportunities. Consults with clients and service… more
- Humana (Boston, MA)
- …and activate strategies to address healthcare opportunities and challenges with technology-enabled solutions . As an Advisor in our team you'll enable Humana ... senior leaders, and subject-matter experts + Passionate about continuously improving consumer and stakeholder experiences + Skilled in strategy tools like… more
- Bank of America (Abington, MA)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- JPMorgan Chase (Boston, MA)
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management ... experience JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Marriott (Boston, MA)
- …a fast learner, and able to work in a fast-paced environment launching new consumer products to market o Possess strong problem-solving skills and the ability to ... and development, package analysis, and implementation o Experience designing cloud native solutions (eg, AWS, Azure) o Excellent collaborator, working in fully agile… more
- Astrix Technology (Boston, MA)
- …a wide variety of industry verticals including Pharma, Life Sciences, Food & Beverage, Consumer Products, Oil & Gas and Chemicals. Client Partners are both the "tip ... managing these clients like a business with quotas, practice targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice… more