- Citizens (Beverly, MA)
- …broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- Citizens (Norwood, MA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- Bank of America (Boston, MA)
- Private Client Advisor II Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and external network to achieve business development goals. The Private Client Advisor leads the...and centers of influence Required skills: *12+ years of private banking/complex financial services experience or equivalent… more
- JPMorgan Chase (Newtonville, MA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- Citizens (Boston, MA)
- …and the ability to delegate). Responsibilities: + Prepare in-depth analyses of client 's tax/estate/ financial position and have a good knowledge of services ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We...that would allow the incumbent to be a trusted advisor , educator, communicator, writer and thought leader in the… more
- M&T Bank (Boston, MA)
- …business owners, and/or families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning ... all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and... Banking, Investment Advisors and Fiduciary Advisors to assess client 's current financial situation, goals and objectives… more
- Bank of America (Boston, MA)
- … Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall investment ... + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis +...licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- IHG (Boston, MA)
- …performance metrics, and forecasts to management. + Maintain accurate records of private dining bookings, contracts, and client information. + Collaborate with ... **About us** Do you see yourself as a ** Private Dining Sales Manager** ? What's your passion?...of luxury; rated in the top five on Trip Advisor for Boston hotels, named one of the 'Best… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 8+ ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- JPMorgan Chase (Boston, MA)
- …Associate in JP Morgan Advisors, you will provide dedicated business support to a Financial Advisor (s) and their clients. You will establish, maintain, and build ... relationships while delivering exceptional client service. In this position...policies and procedures + Interface directly with clients and Financial Advisor (s) to make investment recommendations, propose… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Morgan Stanley (Norwell, MA)
- …SUMMARY:* The Director of Marketing & Communication is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry ... an integrated marketing plan and digital strategy for the Financial Advisor / Private Wealth...that focuses on driving team growth and enhancing the client relationship * Manages and implements creative marketing and… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) + Ability ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more