- Empower (Boston, MA)
- Senior Branch Financial Advisor - Boston, MA Investor Center page is loaded## Senior Branch Financial Advisor - Boston, MA Investor Centerremote type: ... helping more customers achieve financial freedom. Empower Yourself.The **Senior Branch Advisor ** is a trusted financial partner for Empower customers, delivering… more
- Voya Financial, Inc. (Boston, MA)
- … Advisor to provide ongoing financial guidance and manage client relationships. Responsibilities include achieving sales production goals and ensuring compliance ... with regulatory standards. The ideal candidate will have sales experience, a bachelor's degree, and necessary financial licenses. This role offers competitive compensation reflecting the candidate's experience and location. #J-18808-Ljbffr more
- Hispanic Alliance for Career Enhancement (Boston, MA)
- …helping more customers achieve financial freedom. Empower Yourself. Senior Branch Advisor is a trusted financial partner for Empower customers, delivering personal, ... financial guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic...grow their savings, consolidate outside accounts, or plan for retirement , this role is about making a meaningful impact-one… more
- Voya Financial, Inc. (Boston, MA)
- A leading financial services firm in Boston seeks an experienced Investment Advisor Representative to provide clients with tailored financial planning and investment ... and 2-5 years of relevant experience. Responsibilities include managing client relationships, conducting needs analysis, and ensuring regulatory compliance. This… more
- jobr.pro (Boston, MA)
- …Great Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine ... services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions...Great Gray is looking to add a Senior Compliance Advisor to our Compliance Team. The Senior Compliance … more
- Uhy Llp (Wayland, MA)
- …inquiries, and emerging compliance trendsClient Communication* Foster and nurture high-level client relationships, serving as a trusted advisor for complex ... of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in… more
- Uhy Llp (Wayland, MA)
- …and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client ... progress, budgets, and timelines, and make adjustments as needed to meet client expectationsResearch and Analysis* Stay abreast of evolving tax laws, regulations,… more
- FactSet Research Systems Inc. (Boston, MA)
- Client Solutions Associate - Boston, MA (June 2026) page is loaded## Client Solutions Associate - Boston, MA (June 2026)locations: United States, Boston, One ... key to anticipating our clients' needs and exceeding their expectations.**Your Impact:** Client Solutions Associates are core to FactSet's value proposition and… more
- Voya Financial, Inc. (Boston, MA)
- …success after initial implementation and make program adjustments as necessary to fit client and advisor needs.* Provide support on project management work and ... Apply Now Get to Know the Opportunity:**Voya is searching for a Client Relationship Consultant who would manage, coordinate, and oversee implementation projects in… more
- PowerToFly (Wellesley, MA)
- …acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, ... giving, trust and estate planning, and equity compensation - elevating client engagement and enhancing outcomes. Key Responsibilities Partner with Financial Advisors… more
- Advisor360 , LLC. (Needham Heights, MA)
- …some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance ... into clear product requirements, ensuring engineering teams understand the nuances of advisor workflows and client planning needs. Drive Execution: Lead product… more
- Edelman Financial Engines, LLC (Boston, MA)
- … education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help ... lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity....explore a career with us. As a Senior Financial Advisor , you'll provide objective, fee‑based advice and asset management,… more
- World Insurance As (Waltham, MA)
- …of insurance solutions to bring value to clients Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to ... each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance… more
- Broadridge (Boston, MA)
- …to large retirement -focused firms. You will serve as a trusted advisor to clients, helping them unlock advisor visibility, streamline compensation models, ... If You Have: Experience selling data and analytics platforms into enterprise retirement firms. Exposure to advisor compensation platforms or BI/aggregation… more
- Kohlberg Kravis Roberts & Co. (Boston, MA)
- …has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement , life and reinsurance products under the management of Global Atlantic ... Co. Inc., KKR Credit Advisors (US) LLC, KKR Registered Advisor LLC and FS/KKR Advisor , LLC. Based...coordinate with other relevant functional groups including Legal, Treasury, Client Solutions Group, Finance and Operations and will interface… more
- Chadwick Martin Bailey (Boston, MA)
- …plan (ESOP). ESOP? Yes, we are 100% employee owned! An ESOP is like a qualified retirement plan, similar to a 401k, but you don't have to make any contributions to ... and more effective insights. Reporting to the SVP of Client Services, this role offers the opportunity to be...work. You're recognized as a thought leader and trusted advisor , inside and outside your organization. About Your Background… more
- Gmo Llc. (Boston, MA)
- …as a "trusted advisor ," and a high energy level around understanding client needs and creative solutions for solving problems. Develop a facility in speaking ... credit, and liquid alternative offerings. We manage approximately $68bn for a client base that includes many of the world's most sophisticated institutions,… more
- ACM LLP (Boston, MA)
- …different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is ... business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.… more
- SS&C (Boston, MA)
- …Advice & Guidance, Retirement Income Middleware, Rollover Middleware and Retirement Advisor Practice Management solutions.**Why You Will Love It Here! ... States Get To Know Us:**We are seeking a Senior Sales Executive for our Retirement Solutions team! This is a high performing collaborative sales team. They focus on… more
- Squillace & Associates, PC (Boston, MA)
- …are seeking a senior trusts and estates attorney to join our well-established Private Client practice. As one of the largest groups of its kind in Massachusetts, the ... their practice and can work closely with senior‑level partners on existing client relationships while contributing to the long‑term strength and continuity of the… more
