Wealth Managment Advisor Boston, MA Selby Jennings LtdWealth Managment Advisor Boston, MABoston, MAThe Wealth Advisor will have the advantage of stepping into an existing book of HNW clients and will be responsible for delivering comprehensive financial guidance, deepening relationships, and growing their practice within a supported, high-quality platform. In addition, advisors benefit from a robust and highly competitive benefits package, including comprehensive healthcare coverage, a strong retirement program, and additional resources designed to support long-term financial and personal well-being.
National Advisor Consultant AmeripriseNational Advisor ConsultantBoston, MAAs a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include: • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
Vice President, Advisor (Boston) EP Wealth Advisors LLCVice President, Advisor (Boston)Norwood, MA$150,000–$200,000 / yearThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Commercial Financial Consultant Rockland Trust CompanyCommercial Financial ConsultantPeabody, MAWorking closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Commercial Financial Consultant-Lowell/New Hampshire Rockland Trust CompanyCommercial Financial Consultant-Lowell/New HampshireLowell, MAWorking closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Advisor - Boston Brighton JonesAdvisor - BostonBoston, MA$90,000–$140,000 / yearFull timeLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.
FP&A Analyst, Systems & Financial Planning STARLIMS CorporationFP&A Analyst, Systems & Financial PlanningBurlington, MAYoull partner directly with the C-suite and cross-functional leaders on budgeting, forecasting, and board/investor reporting, while serving as the internal expert on our financial planning tech stack. Business Partnership: Serve as a trusted financial advisor to department and functional leaders, translating financial data into clear, actionable narratives.
Senior Manager, Financial Planning & Analysis Edelman Financial Engines LLCSenior Manager, Financial Planning & AnalysisBoston, MA$106,400–$156,000 / yearThe ideal candidate is equally comfortable building a forecast model, developing executive-level presentations, coordinating cross-functional initiatives, and supporting interactions with lenders, ratings agencies, and private equity sponsors. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Tax Manager - RIC and Financial Products Technology Deloitte Touche Tohmatsu LtdTax Manager - RIC and Financial Products TechnologyBoston, MA$129,225–$215,375 / yearCalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. This compensation range is specific to New York City and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
College Persistence Advisor (PT) - Boston, MA (Virtual) The Academy GroupCollege Persistence Advisor (PT) - Boston, MA (Virtual)Boston, MA$90–$105 / hourThe advisor's approach to working should reflect the core values and habits of the Academy staff: tireless focus on excellence, determination despite obstacles, impeccable integrity, willingness to work hard, ability to learn from multiple sources, relentless focus on results, constant reflection and self-awareness, zest, social intelligence, and pertinacity. The College Persistence Advisor is responsible for executing the Academy's college persistence advising model and working closely with undergraduate members to develop academic, financial, personal, and career-readiness plans aligned to degree completion.
Senior Home Lending Advisor - Medway MA - Medway Branch JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Medway MA - Medway BranchMedway, MAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBOSTON, MA$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Associate Energy Advisor – Boston, MA Kb3 AdvisorsAssociate Energy Advisor – Boston, MABoston, MA$50,000–$75,000 / yearWe offer a clear development path: Associate Energy Advisor Energy Advisor Senior Energy Advisor If you're ambitious, coachable, and looking for real upside, this is a strong opportunity to build long-term career and financial success. You’ll learn how to navigate deregulated energy markets, engage commercial and industrial clients, and develop the core skills needed to become a high performing Energy Advisor.
Virtual Wealth Advisor - Boston, MA Citizens Financial Group IncVirtual Wealth Advisor - Boston, MAWestwood, MA$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Wealth Advisor - South Boston, MA Citizens Financial Group IncWealth Advisor - South Boston, MASouth Boston, MA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Senior Financial Reporting & Internal Controls Accountant FormlabsSenior Financial Reporting & Internal Controls AccountantSomerville, MA$95,000–$120,000 / yearKey roles and responsibilities include: Lead external financial reporting activities , including the preparation, coordination, drafting, and review of quarterly and annual financial statements, footnote disclosures, Management's Discussion and Analysis (MD&A), earnings releases, and other SEC filings. In this role, you will report directly to the Director of Technical Accounting, External Reporting, and Internal Compliance and work closely with other key members of the Finance team including the Corporate Controller, Head of FP&A, and Head of IR.
Senior Clinical Advisor Nirvana Health IncSenior Clinical AdvisorSouthborough, MAJob Summary: The Senior Clinical Advisor is responsible for utilizing pharmacy acumen, medication expertise, and healthcare payer knowledge related to drug-related prior authorization requirements and medication guidelines to support PA operations (in completing PA reviews), PA technology and automation, consultation on evidence-based guidelines and pharmacy policy, reporting and analytics, and quality management programs. Requires excellent analytical skills necessary for program implementation, maintenance and enhancement and ability to analyze, assess and monitor physicians' prescribing trends and drug utilization patterns for clinical appropriateness and cost-effectiveness with the Plan's operations and goals.
Internal Advisor Consultant AmeripriseInternal Advisor ConsultantBoston, MAOur clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.
Vice President, Private Assets Advisor Oversight and Commercial Negotiations FidelityVice President, Private Assets Advisor Oversight and Commercial NegotiationsBoston, MassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Lead Private Assets Advisor Oversight : Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures.
International Student Advisor for Admissions International Students & Scholars Office Boston UniversityInternational Student Advisor for Admissions International Students & Scholars OfficeBoston, MAAssist with student advisor team duties immigration record review, I-20 signatures for travel and other cyclical immigration processing like RCL, auto-shorten during fall and winter Provide immigration advice, customer service, and assistance to newly admitted students concerning arrival to the US, visa application issues, SEVIS transfers, changing programs at Boston University, reinstatement, and other related subjects. Directly reporting to the Assistant Director of Admissions and Student Services, the International Student Advisor for Admissions will perform detailed credential and immigration review and analysis, create new student profiles, issue immigration documents, and advise incoming students to facilitate their arrival in the US in the appropriate immigration status.