- Fidelity TalentSource LLC (Westwood, MA)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Fidelity TalentSource LLC (Boston, MA)
- …of CFP\u00AE Certification is highly encouragedThe\u00A0Purpose\u00A0of Your RoleThe Planning Consultant works alongside the Financial Consultant ... additional complex planning opportunities in which you ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow… more
- Segal (Boston, MA)
- …in pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits ... strategic and innovative advice to clients and CRMs and conduct extensive financial analysis and quality assure work. They contribute to thought leadership, research… more
- Fidelity TalentSource LLC (Framingham, MA)
- …Reimbursement program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a ... Job Description:Planning Consultant As a Planning Consultant , you...acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP… more
- Fidelity TalentSource LLC (Framingham, MA)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Fidelity TalentSource LLC (Boston, MA)
- Senior Management Consultant Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Management Consultant to work in the Advanced Process Solutions division within Fidelity Investments in Westlake, TX, Durham, NC, Boston, MA, or Salt… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleAs a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support ... protected in times of need. In the role, the Consultant will be:Identifying the needs and opportunities of our...5 years of product management or consulting experience within financial servicesKnowledge of and experience with High Net Worth… more
- Fidelity TalentSource LLC (Boston, MA)
- …us build lasting client relationships.The Role As a Health and Welfare Benefits Consultant , you will manage projects and client relationships spanning a variety of ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Prime Therapeutics (Boston, MA)
- …fuels our passion and drives every decision we make. **Job Posting Title** Financial Consultant Principal - Remote **Job Description** The Principal Financial ... business units (SBU's). **Responsibilities** + Acts as the client's financial subject matter expert; establishes direct client relationships alongside Client… more
- Elevance Health (Woburn, MA)
- ** Financial Consultant Manager** **Location:** Elevance Health operates in a Hybrid Workforce Strategy, providing various levels of flexibility while also ... onsite will be discussed as part of the hiring process. The ** Financial Consultant Manager** is responsible for leading the process of preparation and… more
- System One (Woburn, MA)
- Title: Broker/ Financial Consultant Location: REMOTE Schedule: Open to full and part time hours Type: Contract Responsibilities: Company is considering brokerage ... firms, financial advisors, health insurance sellers, mortgage sellers as a...offer their services in the USA. Product portfolio includes financial plans, which allow to plan in advance the… more
- Charles Schwab (Chestnut Hill, MA)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- Point32Health (Canton, MA)
- …who we are at Point32Health, click here (https://youtu.be/S5I\_HgoecJQ) . **Job Summary** The Financial Planning Consultant serves as a key financial , ... of benefits to support career development, individual & family health, and financial health For more details on our total rewards programs, visit… more
- MassMutual (Springfield, MA)
- ** Financial Reporting Controls Audit Consultant ** **MassMutual Corporate Audit Team** **Full-Time** **Boston, MA or Springfield, MA** **The Team** The MassMutual ... transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the...and collaborate with peers and clients to support a financial controls reporting focused audit plan. You will help… more
- ServiceNow, Inc. (Waltham, MA)
- …of Sales, Product Management, and the executive team. This is a hands-on technical consultant who can go wide and deep on solution delivery and solution positioning ... **What you get to do in this role:** The Solution Consultant is a technical consultant with the advanced ability to develop, position and provide… more
- MassMutual (Boston, MA)
- **IT Audit Senior / IT General Controls Consultant ** ** Financial Reporting Risk IT - Enterprise Risk Management** **Full-Time** **Boston, MA or Springfield, MA** ... **The Opportunity** To enhance the organization's assessment of financial reporting risk, we are looking for a high-performing...professional. The IT Audit Senior / IT General Controls Consultant role will be responsible for evaluating the design… more
- TIAA (Boston, MA)
- … landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow ... + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor/ consultant experience +...of experience in financial services + Prior advisor/ consultant experience + Knowledge of institutional retirement plans +… more
- Magellan Health Services (Chicopee, MA)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
- Equitable (Boston, MA)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... Financial Professional - MA, Boston (5044) ( 230000JA...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- M&T Bank (North Andover, MA)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation \#LI-LA1 M&T Bank is committed to fair, ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
