- American Heart Association (Boston, MA)
- …your career. The **American Heart Association** has an excellent opportunity for an ** Associate Science and Medicine Advisor ** in our **National Center** office ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- Harvard University (Cambridge, MA)
- …solutions across a complex and highly matrixed organization. + Familiarity with financial planning, tax and charitable gift laws and planned giving vehicles and ... a plus. + Knowledge of university governance and academic administrative and financial policies and guidelines. Additional Information:This role is offered as a… more
- H&R Block (Cambridge, MA)
- **498948BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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… more
- Citizens (Boston, MA)
- …with a broad skillset that would allow the incumbent to be a trusted advisor , educator, communicator, writer and thought leader in the Advanced Tax and Estate ... Planning (ATEP) / personal financial planning department. This is a high profile role,...business development opportunities strongly desired. + Delegate work to associate level ATEP planners, as well as coordinate project… more
- Humana (Boston, MA)
- …caring community and help us put health first** The Strategy Advancement Advisor provides business intelligence and strategic planning support for business segments ... or the company at large. The Financial Planning and Analysis, Strategy Advancement requires an in-depth...support, assist with day-to-day support in topics such as associate engagement, team huddles and follow-ups, conference planning and… more
- Humana (Boston, MA)
- …cases. The ideal candidate will have a background in technology strategy, financial analysis, health plan operations, and a deep understanding of AI technologies. ... As an Strategy Advancement Advisor , you will help drive our go forward strategy,...use cases to understand organizational impact of technology quantifying financial and non- financial impact + Partner with… more
- Humana (Boston, MA)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… more
- Huntington National Bank (Boston, MA)
- …Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com. As an associate on Capstone's Financial Advisory Services team, you will ... For over 20 years, Capstone has been a trusted advisor to leading middle market companies, offering a fully...offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors,… more
- Edward Jones (Wellesley Hills, MA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...months. State insurance licenses are also required As an associate , you are required to complete all ongoing training… more
- JPMorgan Chase (Boston, MA)
- … in JP Morgan Advisors, you will provide dedicated business support to a Financial Advisor (s) and their clients. You will establish, maintain, and build ... and firm policies and procedures + Interface directly with clients and Financial Advisor (s) to make investment recommendations, propose firm offerings and… more
- Harvard University (Cambridge, MA)
- 65201BRAuto req ID:65201BRJob Code:F0858P Financial Administrator IV Department Office Location:USA - MA - Boston Business Title: Associate Director, Research ... an additional 3 years of relevant experience (10 total.) + Experience with financial and systems management, data analysis, planning, and reporting ideally in an… more
- Truist (Boston, MA)
- …States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve… more
- Morgan Stanley (Boston, MA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Morgan Stanley (Boston, MA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- H&R Block (Stoughton, MA)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... IRS and applicable state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#20653 more
- Morgan Stanley (Boston, MA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Bank of America (Boston, MA)
- …regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the CA will often serve as ... Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth… more
- Bank of America (Boston, MA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Tyton Partners (Boston, MA)
- …to support our clients in solving their most pressing growth challenges. As an Associate , you will be actively involved in all key phases of a consulting project, ... supporting operating processes, knowledge sharing and attendance at industry events. As an Associate , you will have a mentor within the firm who will offer support… more
- Boston College (Chestnut Hill, MA)
- …Boston College is searching for a recruiter for the Assistant/ Associate Director, Companions Program, a newly created intergenerational, lifelong learning ... a curriculum specific for the Fellows and each Fellow will have their own advisor . Retreats and a pilgrimage are also part of this year-long experience. (Please… more