- Citizens (Nashua, NH)
- …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 (Merrimack, 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 (Cambridge, 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
- Elevance Health (Woburn, MA)
- **Analytics Metrics Advisor ** **Location:** This role requires associates to be in-office **1-2** days per week, fostering collaboration and connectivity, while ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- Publicis Groupe (Boston, MA)
- …truly value. **Overview** Publicis Sapient is looking for a Senior Manager - Financial Services to lead top-notch technologists to enable real business outcomes for ... our Financial Services clients. You will create impact for some...more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer… more
- Paychex (Boston, MA)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. +… more
- BlackRock (Boston, MA)
- …("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, ... results and expand relationships with the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new… more
- Lincoln Financial (Boston, MA)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… more
- Ace Hardware (Boston, MA)
- …expert in all facets of operating an existing Ace retail store (people, inventory, and financial management) as well as what is needed to ensure the success of a new ... Master. Training may be delivered in person or through virtual platforms. + **New Business Requirements** - Coach and...when delivering training and is viewed as a trusted advisor to those receiving training. **What you will need:**… more
- Zoom (Boston, MA)
- …a sales manager position, excels at live facilitation (both in-person and virtual ), and is adept at translating complex sales strategies into actionable, engaging ... Training to All Field Roles + Facilitate live and virtual training sessions for new hires and experienced field...and ensure field relevancy. + Serve as a trusted advisor and coach to field leaders, supporting frontline managers… more
- Wayfair (Boston, MA)
- …part of the compensation package, in addition to a full range of medical, financial , and/or other benefits, dependent on the position offered. This position is a ... Headquarters in Boston, MA (this role is not a virtual / remote position). 4 days in office/ 1...business and engineering leaders, while also providing commercial and financial discipline to how we invest in software. You… more
- Citizens (Boston, MA)
- …the bank's risk appetite. You will serve as a trusted risk advisor , interfacing with business partners to drive meaningful identification and mitigation of ... Principles: A solid understanding of various risk types (eg, operational, financial , compliance, reputational) and risk management methodologies, including COSO and… more
- Broadridge Financial Solutions (Boston, MA)
- …wealth organizations in the US and abroad introducing and evangelizing our Advisor Solutions to the marketplace. Our existing clients and relationships continuously ... the cutting edge of omni-channel digital solutions focused on Financial Advisors who are seeking to grow their book...model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online… more
- Bank of America (Boston, MA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Our Global Payments Solutions (GPS) team shapes the future… more
- CVS Health (Boston, MA)
- …corporate leaders. This role is for an advocate, change agent and trusted advisor for the business relationship, driving engagement and adoption. It requires a blend ... expenditures throughout the project lifecycle and ensures adherence to financial constraints. -Prepares and presents project progress reports to stakeholders… more
- ICF (Boston, MA)
- …contact to align ICF's offerings with client objectives and serve as a senior advisor to utility executives. + Lead efforts to establish and grow our advisory ... employee engagement. + Proactively manage, plan, execute, and track business financial performance. + Use industry knowledge to position ICF's capabilities… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- BAE Systems (Hudson, NH)
- …must understand the intricacies of a complex LAN/WAN, video server and virtual server network environment. They will have a deep understanding how video-rich ... our efforts. In addition, they will be a trusted advisor who will assist in both: hardware/software solutions, and...all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours… more