- Citizens (Hanover, 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
- TD Bank (Boston, MA)
- …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
- JPMorgan Chase (Mattapan, MA)
- …the best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer ... capabilities, and skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client … more
- Wellington (Boston, MA)
- …gatekeepers. The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference ... with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... those of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set...for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio… more
- EFI Global (Boston, 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
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- M&T Bank (Boston, MA)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree,… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Vanguard (Boston, MA)
- …our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as ... exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset...growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... you a tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for...of tax services that are relevant for public and private companies, ranging from project management support, analytical support,… more
- Deloitte (Boston, MA)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... to work with some of the leading hedge and private equity firms, insurance companies, and banks in the...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more