• Private Client Financial

    Citizens (Burlington, MA)
    …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
    Citizens (05/29/25)
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  • Senior Income Tax Advisor - Private

    TD Bank (Manchester, NH)
    …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely ... is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file...internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial more
    TD Bank (06/14/25)
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  • Sr. Project Advisor - Asbestos, Lead, Mold,…

    EFI Global (Wilmington, MA)
    …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... here to learn more about EFI Global. **Seeking an experienced Project Advisor in the Building Sciences Industry with experience in Asbestos, Lead,… more
    EFI Global (07/04/25)
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  • Senior Private Banking Relationship Manager

    NBT Bank (Manchester, NH)
    The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. ... services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +...Financial Planning and demonstrates the ability to assess client needs. + Ability to prepare and deliver effective… more
    NBT Bank (07/10/25)
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  • Director, Technology Consulting

    Public Consulting Group (Concord, NH)
    …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
    Public Consulting Group (05/08/25)
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  • Alternative Investment Sales Specialist Account…

    Lincoln Financial (Concord, NH)
    client relationships within assigned territory's firms. + Increases financial advisors' awareness and drives adoption of Lincoln's alternative investments ... capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg… more
    Lincoln Financial (05/14/25)
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  • Customer Success Technical Architect

    Confluent (Concord, NH)
    …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
    Confluent (07/03/25)
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