- Citizens Bank (Boston, MA)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Citizens Bank (Boston, MA)
- A leading financial institution is seeking a Virtual Financial Advisor to provide personalized financial strategies to affluent clients. This role ... involves analyzing clients' investment needs and recommending solutions while achieving sales goals. Candidates should hold active Series 7 and 66 licenses and have a strong track record in sales performance. The ability to work virtually and communicate… more
- Ernst & Young Oman (Boston, MA)
- …go. Join EY and help to build a better working world. Tax Senior - Financial Services Office - Customer Tax Operations and Reporting Services (CTORS) EY is a leader ... in serving the global financial services marketplace and the only professional services firm...IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will… more
- Noble Supply & Logistics, LLC (Boston, MA)
- Position Summary The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble's Finance organization, responsible for developing and ... managing the company's budgeting, forecasting, and strategic financial planning processes. Reporting to the Chief ... forecasts with operational realities. Serve as a key advisor to the Controller and CFO on profitability improvement… more
- FTI Consulting, Inc (Boston, MA)
- Senior Consultant, Transactions Financial Due Diligence | Corporate Finance & Restructuring FTI Consulting is the world's leading expert-driven consulting firm. Over ... years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading...seeking a Senior Consultant to join our growing Transactions Financial Due Diligence team. Our Financial Due… more
- Natixis Investment Managers (Boston, MA)
- …will do: Proactive sales outreach to both prospective and existing financial advisor clients via phone, email, virtual and in‑person meetings. Identify new ... uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales… more
- Craftsman Technology Group (Boston, MA)
- Boston, MA (hybrid) or virtual (contiguous US) Craftsman Technology Group is an employee-owned firm that supports mission-driven organizations. Our work spans ... and ultimately implementation and ongoing maintenance. You will serve as a trusted data advisor for our clients, working with them to understand their data and how… more
- Ernst & Young Oman (Boston, MA)
- …view and activate them with clients, positioning EY as a comprehensive advisor on strategy, transactions, and transformation to senior government leaders. Recognized ... as both a Government expert and strategic advisor to senior clients and EY leadership, you will...a team and independently in a global, multi-cultural, and virtual environment. Strong analytical skills, with the ability to… more
- Takeda (Boston, MA)
- …inform strategic direction and innovation opportunities. Act as a trusted advisor to senior leaders, providing insights and recommendations that shape ... experience preparing materials for Senior Leadership audiences. Strong analytical and financial acumen, with the ability to synthesize data into actionable insights.… more
- Medium (Boston, MA)
- …care coordination and behavioral health support in all 50 states through a virtual care platform. Partnering with providers and health plans, including CMS' new ... and lead cross‑functional initiatives that influence clinical, operational, and financial strategy. You'll transform complex, ambiguous business problems into clear,… more
- Oxford Medical Simulation Limited (Boston, MA)
- …medical schools to train learners and clinicians in realistic virtual environments, strengthening decision-making, accelerating skill development, and ultimately ... Skilled communicator and storyteller who can synthesize clinical, operational, and financial value into a compelling narrative Curious, collaborative, and motivated… more
- Citizens (Boston, MA)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Windham, NH)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Boston, MA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- H&R Block (Andover, MA)
- …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 year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- H&R Block (Andover, MA)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- H&R Block (Cambridge, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- H&R Block (Belmont, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- Noble Supply & Logistics (Boston, MA)
- POSITION SUMMARY The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble's Finance organization, responsible for developing and ... managing the company's budgeting, forecasting, and strategic financial planning processes. Reporting to the Chief ...forecasts with operational realities. * Serve as a key advisor to the Controller and CFO on profitability improvement… more
- Thrivent Financial (Boston, MA)
- …events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific ... by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the… more
