• Financial Aid Advisor

    Lincoln Technical Institute (Lincoln, RI)
    **Position** : Financial Aid Advisor **Requisition ID:** : 919-16412 Lincoln Tech in Lincoln, RI is seeking an on-campus Financial Aid Advisor who will ... serve as the support liaison between corporate financial aid services and the campus. This very important...the overall success of our schools. **Key Qualifications** + Associate 's degree or an equivalent combination of education, training,… more
    Lincoln Technical Institute (03/14/24)
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  • Strategy Advancement Advisor - Group…

    Humana (Boston, MA)
    …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
    Humana (03/09/24)
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  • Philanthropic Advisor

    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
    Harvard University (03/01/24)
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  • Block Advisors Tax Advisor

    H&R Block (Natick, MA)
    **498949BR** **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
    H&R Block (03/22/24)
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  • Construction Advisor

    State of Massachusetts (Boston, MA)
    …Executive Office of Housing and Livable Communities (EOHLC) is seeking a Construction Advisor in the Division of Public Housing!_* *_ _* *_AGENCY MISSION:_* The ... organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities. *_OVERVIEW OF… more
    State of Massachusetts (03/02/24)
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  • Strategy Advancement Advisor

    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 (03/09/24)
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  • Academic Advisor

    Harvard University (Cambridge, MA)
    …9-5pmJob Function:General Administration Position Description: Reporting to the Associate Director of Graduate Degree Candidate Advising & Program ... may adjust these as necessary or appropriate. Job Summary: Reporting to the Associate Director of Graduate Degree Candidate Advising & Program Administration at the… more
    Harvard University (03/27/24)
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  • Strategy Advancement Advisor

    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
    Humana (03/14/24)
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  • Registered Branch Associate

    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...salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $30.80 Hiring Maximum: $36.00 **Skills/Requirements**… more
    Edward Jones (03/20/24)
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  • JP Morgan Advisors - Senior Client…

    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
    JPMorgan Chase (01/06/24)
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  • Client Associate

    Wells Fargo (Waltham, MA)
    …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
    Wells Fargo (03/22/24)
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  • Associate Director, Research F

    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
    Harvard University (03/08/24)
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  • Wealth Client Service Associate

    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
    Truist (03/08/24)
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  • Accelerated Tax Associate

    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
    H&R Block (03/26/24)
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  • Registered Client Service Associate *

    Morgan Stanley (Middleton, 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 (03/21/24)
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  • Private Wealth Management Registered Client…

    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 (02/29/24)
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  • Wealth Management Compliance Surveillance…

    Citizens (Westwood, MA)
    …Investment Advisor + Experience working within a large, complex financial services organization. + Strong working knowledge of the compliance risks associated ... exciting new challenges and opportunities to stretch yourself. The Compliance Associate is responsible for working within Citizens Securities, Inc.'s Compliance… more
    Citizens (03/16/24)
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  • Registered Wealth Management Client…

    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 (02/15/24)
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  • Associate Account Executive (Hybrid…

    Broadridge Financial Solutions (Boston, MA)
    …way, come join the Broadridge team. Broadridge is hiring! We are seeking an Associate Account Executive to join our dynamic team! At Broadridge you will work with ... in the US and abroad introducing and evangelizing our Advisor Solutions to the marketplace. You will be on...the cutting edge of omni-channel digital solutions focused on Financial Advisors who are and seeking to grow their… more
    Broadridge Financial Solutions (02/10/24)
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  • Assistant/ Associate Director, Companions…

    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
    Boston College (03/14/24)
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