Executive Advisor, Enterprise Risk and Regulatory Affairs UMass Chan Medical SchoolExecutive Advisor, Enterprise Risk and Regulatory AffairsWestborough, MAThe incumbent will work closely with ForHealth Consulting Deputy Executive Vice Chancellor, Associate Executive Vice Chancellors (AEVCs) and Managing Directors (MDs) to anticipate and address potential legal risks related to new and existing ForHealth business initiatives and internal processes; serve as a creative problem solver for complex business, legal, and compliance challenges to facilitate the development of business strategy and subsequent growth in products and services; and lead negotiations on behalf of ForHealth Consulting where appropriate. In this leadership position, the candidate must demonstrate influencing skills and organizational savvy to effectively interact with multiple internal business unit leaders at ForHealth Consulting, key stakeholders throughout the broader UMass Chan Medical School and University of Massachusetts system, and many other external partners in public and private organizations.
NewDirector and Head, Advisor Training and Practice Management Manulife Financial CorpDirector and Head, Advisor Training and Practice ManagementBoston, MA$128,550–$222,820 / yearThe role will define priorities, establish governance, manage execution through cross-functional partners, and influence sales leadership, product, compliance, marketing, operations, technology, and learning teams to ensure advisors have the knowledge, tools, routines, and coaching needed to serve clients effectively and grow their practices. 10+ years of experience in wealth management, financial advice, advisor development, sales enablement, practice management, learning and development, or related financial services leadership roles, including experience leading enterprise or channel-level programs with broad business impact.
Financial Advisor Associate - North Andover, Massachusetts TD BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, MassachusettsThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Solutions Advisor - South Shore Market Bank of America CorpFinancial Solutions Advisor - South Shore MarketQuincy, MA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Northern MA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northern MA MarketBillerica, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Advisor - Lexington, Massachusetts TD BankFinancial Advisor - Lexington, MassachusettsLexington, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Lowell, Massachusetts The Toronto-Dominion BankFinancial Advisor - Lowell, MassachusettsLowell, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor Associate- Bilingual Cambodian Speaking Preferred TD BankFinancial Advisor Associate- Bilingual Cambodian Speaking PreferredLowell, MassachusettsThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Associate, Financial Advisor, Boston, MA Banco Santander (Brasil) SAAssociate, Financial Advisor, Boston, MABoston, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Associate, Financial Advisor, Peabody, MA Banco Santander BrazilAssociate, Financial Advisor, Peabody, MAPeabody, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Financial Advisor - North Andover, Massachusetts The Toronto-Dominion BankFinancial Advisor - North Andover, MassachusettsNorth Andover, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - North Andover, Massachusetts TD BankFinancial Advisor - North Andover, MassachusettsNorth Andover, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Solutions Advisor Registration Candidate - Boston West Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Boston West MarketJamaica Plain, MA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate - Boston West Market Jamaica Plain, Massachusetts; Newton, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate - Boston Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Boston MarketBoston, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor Registration Candidate - South Shore Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Shore MarketBraintree, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Back to search results Financial Solutions Advisor Registration Candidate - South Shore Market Braintree, Massachusetts; Sharon, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Credit Solutions Advisor - Arlington Financial Bank of America CorpCredit Solutions Advisor - Arlington FinancialArlington, MA$26–$30.83 / hourSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Financial Aid & Student Accounts Advisor Benjamin Franklin Cummings Institute of TechnologyFinancial Aid & Student Accounts AdvisorBoston, MAServing as a primary point of contact for financial aid and student account questions, this highly student-facing position helps students navigate financial aid requirements, billing processes, payment options, and financial literacy concepts that support enrollment, persistence, and completion. With a mission to deliver transformative technical and trade education that leads to economic advancement, Franklin Cummings Tech offers a unique mix of certificates and degrees that appeal to enterprising students from Eastern Massachusetts and respond to employer demand for a well-prepared workforce.
Sr. Family Office Financial Planner Adviser Investments, LLCSr. Family Office Financial PlannerBoston, MA$115,000–$150,000 / yearThey will be a member of the RWA Family Office Financial Planning team, advising clients with net worths in excess of $10,000,000 on all aspects of financial planning and supporting the team in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships. ESSENTIAL FUNCTIONS: The Family Office Financial Planner will lead clients with planning and analysis in areas including, but not limited to, income taxes, insurance, equity compensation, trust and estate planning, Social Security, Medicare, retirement planning, educational funding, and investment planning.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore MarketBoston, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Management Advisor (Boston, MA) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Boston, MA)Boston, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Wealth Advisor Claire Myers ConsultingSenior Wealth AdvisorWellesley, MassachusettsThe ideal candidate is an experienced wealth management professional who is energized by client relationships and takes pride in helping people make better financial decisions. Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England.
Wealth Management Advisor (Waltham. MA) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Waltham. MA)Waltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Director, Wealth Advisor ChoreoDirector, Wealth AdvisorBoston, MAThis role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Malden, MA (Main Street) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Malden, MA (Main Street)Malden, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Portfolio Financial Analyst Peabody PropertiesPortfolio Financial AnalystRoxbury, MassachusettsActs as the primary financial advisor to property managers, helping them understand financial metrics and optimize their property-level budgets in collaboration with the Director of Operations/Senior Property Manager/Senior Portfolio Manager. Prepare and present comprehensive monthly, quarterly, and annual financial packages for internal leadership and external stakeholders/investors ensuring all internal and external financial reporting requirements and deadlines are met.
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.
NewCollege 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.
NewRemote Associate Director, FP&A (Financial Planning & Analysis) Sigma SystemsRemote Associate Director, FP&A (Financial Planning & Analysis)Marlborough, MassachusettsRemotePrepare financial summaries and executive-level commentary for leadership reviews, highlighting key performance drivers, risks, opportunities, and variances. Drive month-end, quarter-end, and year-end accrual and purchase order cleanup processes in partnership with business and accounting teams.
Wealth Management Advisor (Waltham. MA) TIAAWealth Management Advisor (Waltham. MA)Waltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Executive Advisor, Enterprise Risk and Regulatory Affairs University of Massachusetts Medical SchoolExecutive Advisor, Enterprise Risk and Regulatory AffairsWestborough, MassachusettsThe incumbent will work closely with For Health Consulting Deputy Executive Vice Chancellor, Associate Executive Vice Chancellors (AEVCs) and Managing Directors (MDs) to anticipate and address potential legal risks related to new and existing For Health business initiatives and internal processes; serve as a creative problem solver for complex business, legal, and compliance challenges to facilitate the development of business strategy and subsequent growth in products and services; and lead negotiations on behalf of ForHealth Consulting where appropriate. In this leadership position, the candidate must demonstrate influencing skills and organizational savvy to effectively interact with multiple internal business unit leaders at ForHealth Consulting, key stakeholders throughout the broader UMass Chan Medical School and University of Massachusetts system, and many other external partners in public and private organizations.
Executive Advisor, Enterprise Risk and Regulatory Affairs (2026-50295) University of MassachusettsExecutive Advisor, Enterprise Risk and Regulatory Affairs (2026-50295)Worcester, MARemoteThe incumbent will work closely with ForHealth Consulting Deputy Executive Vice Chancellor, Associate Executive Vice Chancellors (AEVCs) and Managing Directors (MDs) to anticipate and address potential legal risks related to new and existing ForHealth business initiatives and internal processes; serve as a creative problem solver for complex business, legal, and compliance challenges to facilitate the development of business strategy and subsequent growth in products and services; and lead negotiations on behalf of ForHealth Consulting where appropriate. All Academic Accounting & Finance Administrative Professional Administrative Support Advancement Basic Science Biotechnology Clinical Research Environmental Health & Safety Executive Faculty Healthcare Human Resources Information Technology Interns Library Maintenance and Facilities Management Nursing Office Assistant Other Post Doc Professional Technician I Public Safety Research Residents Retail & Dining Services Staff Assistant Staff Associate Volunteer.
Vice President, Enforcement Senior Advisor & Operations Financial Industry Regulatory Authority IncVice President, Enforcement Senior Advisor & OperationsBoston, MAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIBoston, MassachusettsKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewHome Lending Advisor Assistant - Boston Market, MA JPMorgan Chase Bank, N.A.Home Lending Advisor Assistant - Boston Market, MABoston, MAFull timeEstablish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
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.
NewAcademic Success Advisor University of Massachusetts BostonAcademic Success AdvisorBoston, MAQualifications: Bachelor's degree and at least 1-3 years in a higher education setting or similar setting involving teaching, counseling and/or academic advising required; masters degree in counseling, higher education, human development or a related field preferred. Create and implement engaging, student-centered workshops and programs to enhance knowledge that will help students navigate academic requirements such as financial literacy; student success strategies; federal, state, and institutional policies that directly impact students.
NewAcademic Success Advisor University of MassachusettsAcademic Success AdvisorBoston, MAQualifications: Bachelor's degree and at least 1-3 years in a higher education setting or similar setting involving teaching, counseling and/or academic advising required; master''''s degree in counseling, higher education, human development or a related field preferred. Create and implement engaging, student-centered workshops and programs to enhance knowledge that will help students navigate academic requirements such as financial literacy; student success strategies; federal, state, and institutional policies that directly impact students.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - BostonBoston, MARequired qualifications, skills and experience: • Record of academic and professional achievement • Four plus years of private wealth management, financial services, or related professional experience • Prior sales, fundraising, business development or investing experience preferred • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) • Demonstrated strong connectivity within an established network • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment • Exceptional client focus, business development, and relationship management skills • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships • Creative approach to problem solving and developing innovative solutions for clients • Self-motivated and able to work in an autonomous, yet collaborative environment • Commitment to excellence and a high level of integrity. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)Boston, MAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
NewDirector of Financial Planning & Analysis Global Channel ManagementDirector of Financial Planning & AnalysisFramingham, MassachusettsDirector of Financial Planning & Analysis duties: Serve as financial advisor to the VPs in Manufacturing, Quality, Supply Chain, CMC, and CPC, as it relates to Operating Expense Management. Ability to present results to multiple levels of the Finance organizations in a clear and concise manner, including VP of FP&A Executive Leadership, and corporate partners.
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.
GRADUATE STUDENT ADVISOR Wheelock College of Education & Human Development Boston UniversityGRADUATE STUDENT ADVISOR Wheelock College of Education & Human DevelopmentBoston, MA$56,000–$61,000 / yearProvides comprehensive graduate student advising and general academic support, applying established advising practices to guide students through program requirements, review progress toward degree completion, monitor students on probation or otherwise at risk, and conducts proactive "How are you doing?" check-ins. In partnership with the Financial Aid Office, supports students' understanding of financial aid concepts and processes, helps clarify common questions, and makes referrals as appropriate so students can access accurate information and resources.
GRADUATE STUDENT ADVISOR, Wheelock College of Education & Human Development Boston UniversityGRADUATE STUDENT ADVISOR, Wheelock College of Education & Human DevelopmentBOSTON, MA$56,000–$61,000Full timeProvides comprehensive graduate student advising and general academic support, applying established advising practices to guide students through program requirements, review progress toward degree completion, monitor students on probation or otherwise at risk, and conducts proactive “How are you doing?” check-ins. In partnership with the Financial Aid Office, supports students’ understanding of financial aid concepts and processes, helps clarify common questions, and makes referrals as appropriate so students can access accurate information and resources.
Senior Home Lending Advisor - North Andover MA - North Andover Branch JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - North Andover MA - North Andover BranchNorth Andover, MAFull timeJob Summary Join 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.
NewSenior Home Lending Advisor - Hudson MA - Hudson Branch JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Hudson MA - Hudson BranchHudson, 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.
J.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MABoston, MAFull timeMorgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Relationship Advisor II- Life Science/Healthcare Banking First Citizens BankRelationship Advisor II- Life Science/Healthcare BankingBoston, Massachusetts$67,350–$89,800 / yearFull timeFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
Banking Advisor Northern Trust CorpBanking AdvisorBoston, MA$114,500–$194,700 / yearAt Northern Trust, the Banking Advisor is responsible for developing new banking relationships and expanding existing client relationships while managing complex credit and deposit solutions for individuals, corporations, and partnerships. Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services.