NewJ.P. Morgan Wealth Management - Private Client Advisor - Boston, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Boston, MABoston, 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.
Vice President, Advisor (Boston) EP Wealth Advisors LLCVice President, Advisor (Boston)Newburyport, 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.
Wealth Management Advisor (Andover, MA) TIAAWealth Management Advisor (Andover, MA)Andover, MassachusettsSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
Senior Wealth Advisor Claire Myers ConsultingSenior Wealth AdvisorWellesley, MassachusettsThe firm takes a comprehensive, planning-first approach, bringing together investments, retirement, tax strategy, estate planning, and family considerations to help clients make better financial decisions. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.
Commercial Financial Consultant-Lowell/New Hampshire Rockland Trust CompanyCommercial Financial Consultant-Lowell/New HampshireSalem, NHWorking 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 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 TrustCommercial 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.
Financial Analyst Financial EnginesFinancial AnalystBoston, MA$61,100–$81,400 / yearPrincipal Responsibilities: The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: Owning and managing AUM, revenue, cost of revenue budgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises. The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions.
Senior Manager, Financial Planning & Analysis Financial EnginesSenior Manager, Financial Planning & AnalysisBoston, MA$106,400–$156,000 / yearRecognized 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. The 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.
Senior Financial Reporting & Internal Controls Accountant Formlabs IncSenior Financial Reporting & Internal Controls AccountantSomerville, MA$95,000–$150,000 / 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. What You'll Do: 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.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)Boston, MA$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Underwriting Leader, Representations and Warranties - M&A Financial Lines American International Group Inc (AIG)Underwriting Leader, Representations and Warranties - M&A Financial LinesBoston, MA$250,000–$290,000 / yearLEADERSHIP SKILLS: Exceptional written and oral communication skills, including advanced proficiency in drafting clear, precise legal and commercial documents; Advanced understanding of complex corporate structuring and financing arrangements; Demonstrated ability to lead negotiations with commercially and legally sophisticated advisors, brokers and clients; Highly focused, enthusiastic and creative thinker with strong judgment and a solutions-oriented approach to novel or complex issues; Demonstrated ability to lead and manage multiple complex underwriting processes, assess and prioritize material risks, coordinate stakeholders and maintain organization under demanding transaction timelines; Strong interpersonal and leadership skills, with a demonstrated ability to collaborate effectively across functions, geographies and levels of seniority; Proven ability to make sound commercial decisions against a backdrop of complex legal, financial and underwriting risk assessment; and. TECHNICAL SKILLS & EXPERIENCE: Advanced competency in understanding complex corporate M&A transactions and drafting transaction documents; Advanced negotiating and relationship-management skills, including the ability to influence outcomes and resolve complex issues; Deep knowledge of transactional legal exposures (warranty breaches, tax structuring issues, litigation and the computation and measure of damages); Strong financial and commercial acumen, including the ability to analyze financial statements, financial reports, quality of earnings reports and other commercial due diligence materials; Demonstrated ability to prepare and deliver compelling presentations to brokers, regional offices, legal advisors, clients and other sophisticated audiences; At least 7 years of professional experience in M&A legal, underwriting, corporate finance or another relevant business discipline, including at least 3 years of direct underwriting experience with M&A insurance products; and.
Financial Consulting Manager - Finance as a Service RSM US LLPFinancial Consulting Manager - Finance as a ServiceBoston, MA$95,400–$192,000 / yearThis role is ideal for an accounting and finance professional who thrives in a client-service environment and has experience helping businesses scale their finance and accounting functions through periods of growth, transformation, acquisitions, capital raises, and operational change. The ideal candidate will possess a strong understanding of outsourced accounting environments, private equity operating models, technology-enabled finance processes, and the unique challenges faced by emerging and growth-stage organizations.
Sr. Financial Analyst MonotypeSr. Financial AnalystWoburn, MassachusettsThis person will be a key member of the Strategic Finance team, helping leadership make better, faster business decisions through data-driven insights, financial modeling, and strategic analysis. We work with the biggest global brands, and with individual creatives, offering a wide set of solutions that make it easier for them to do what they do best: design beautiful brand experiences.
Pharmacist - Clinical Advisor CVS Health CorpPharmacist - Clinical AdvisorMA$110,925–$249,600 / yearAs a Clinical Advisor, your success will be driven by maintaining above average client satisfaction scores and contributing to the account team's ability to increase client revenue relative to clinical programs and solutions. As a Clinical Advisor, you will utilize clinical and analytical skills in a managed care environment to positively impact the health of clients and members while helping reduce health care costs.
Multifamily Underwriter - Advisor Fannie Mae CorpMultifamily Underwriter - AdvisorBoston, MAThe Multifamily Underwriter- Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Advise on potential risks and costs involved with providing services to a customer. As a valued contributor to our team, you will advise team members on managing communications and/or negotiations between Fannie Mae and clients regarding loans and other investments.
Senior Technical Advisor WSP Global IncSenior Technical AdvisorBoston, MA$168,900–$323,300 / yearAs a Senior Technical Advisor, you will provide strategic and technical leadership to project teams, support major pursuits and client engagements, strengthen technical excellence across the practice, and help shape the future of WSP''s Water and Wastewater business. WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location.
Wealth Management Advisor (Cambridge, MA) TIAAWealth Management Advisor (Cambridge, MA)Cambridge, Massachusetts$100,000–$110,000 / yearRelated SkillsBusiness 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 Anticipated Posting End Date: 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).
Service Advisor - Derby Street Shops AritziaService Advisor - Derby Street ShopsHingham, MA$20–$30 / hourAccurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience. Along with your team, you will process transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important area of the store.