- Edelman Financial Engines, LLC (Boston, MA)
- …advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. ... Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking commissions. The anticipated cash range for this role is $125,000 - $350,000, reflecting base salary and bonuses, with… more
- PowerToFly (Boston, MA)
- …SUMMARY PWM Group Directors provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... Group Director is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams who is responsible for helping to… more
- Focus Financial Partners (Boston, MA)
- … Advisors (AWAs). AWAs maintain strong client relationships and work closely with the Wealth Advisor and client service team to support team goals and drive ... Overview The Manager, Advisory Leadership Team, supports and develops Associate Wealth Advisors while driving the execution of key business strategies. This role… more
- LPL Financial (Boston, MA)
- …with LPL Financial. Role Overview The Advisory Platforms team within LPL's Wealth Management group delivers a highly competitive suite of managed account advisory ... programs. We focus on platform curation, pricing strategy, advisor /client engagement, and operational efficiency-aiming to provide world-class investment solutions… more
- LPL Financial (Boston, MA)
- …Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the US As a leader in the financial advisor ... ‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and… more
- Edelman Financial Engines, LLC (Boston, MA)
- …we invite you to explore a career with us. As a Senior Financial Advisor , you'll provide objective, fee‑based advice and asset management, with an aim to help ... providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated… more
- Broadridge (Boston, MA)
- …Director to drive growth for our Fi360 solutions across the Retirement and Wealth market. This is a high-impact role focused on selling enterprise software, data, ... large retirement-focused firms. You will serve as a trusted advisor to clients, helping them unlock advisor ...or technology-based solutions. Deep knowledge of the retirement or wealth industry, with a network of senior-level contacts. A… more
- Brighton Jones (Boston, MA)
- …as well as national honors for community impact. We lead the industry in aligning wealth , passion, and purpose to help our clients thrive. With over $30 billion in ... our #OneTeam. As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a...firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service… more
- ABGi USA (Boston, MA)
- …ABGI USA - Ex Amazon | Ex PwC | Ex Disney - a trusted talent advisor to CPAs and their Senior Tax Manager - Private Client Services - Boston/Foxborough, MA (Onsite ... implement comprehensive tax planning strategies for private clients. Serve as a strategic advisor to clients, providing guidance on tax implications of wealth … more
- Ernst & Young Oman (Boston, MA)
- …and Partnerships) as well as high-profile individuals. That will make you a trusted advisor and role model for your clients and for our people across multiple teams, ... tax organization * A thorough understanding of estate and wealth planning; as well as experience with federal and...you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.… more
- BDO USA (Boston, MA)
- …knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners ... work and provides feedback; trains on software tools; acts as a Career Advisor ; schedules and manages workload Provides verbal and written performance feedback to… more
- EY (Boston, MA)
- …services or a professional tax organization. Thorough understanding of estate and wealth planning, federal and state personal and trust income tax. Experience with ... executives, owners, and families, you'll use your experience and status as a trusted advisor to uphold EY's reputation for excellence. What We Offer You At EY, we'll… more
- PowerToFly (Boston, MA)
- …for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. * Lead competitive market ... and maintain relationships with sales partners, research teams, and financial advisor community. * Collaborate with marketing, legal, and product development teams… more
- BDO USA, LLP (Boston, MA)
- …knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners ... and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and… more
- KPMG US (Boston, MA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world‑class training facility and leading ... and within budget while exceeding client expectations Serve as a trusted advisor to senior executives at client organizations; develop and execute strategies to… more
- Morgan Stanley (Boston, MA)
- …the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead competitive market ... and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product development teams to… more
- CliftonLarsonAllen (Boston, MA)
- …day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with ... to meet client needs. This leader will act as a trusted advisor to clients, ensuring operational excellence, strategic alignment, and the successful delivery… more
- Dickerson Group (Boston, MA)
- …of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to ... combined with local service. RESPONSIBILITIES Serve as primary client advisor , owning client relationships, delivering strategic recommendations, leading annual… more
- Nuveen Investments (Waltham, MA)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through… more
- Nuveen Investments (Andover, MA)
- ** Wealth Management Advisor (T)** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
