Wealth Advisor AprioWealth AdvisorBoston, MA$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Financial Solutions Advisor - Boston West Market Bank of AmericaFinancial Solutions Advisor - Boston West MarketBrookline, MassachusettsUS - MA - Belmont - 483 Trapelo Rd - WAVERLEY SQUARE BC (MA6166), US - MA - Brookline - 1319 Beacon St - Coolidge Corner (MA6209), US - MA - Chestnut Hill - 1234 Boylston St (MA6333), US - MA - Needham - 1455 Highland Ave - NEEDHAM BC (MA6269), US - MA - Newton - 808 Beacon St - Newton Centre Beacon (MA6105), US - MA - Waban - 466 Woodward St - WABAN BC (MA6109), US - MA - Waltham - 1065 Lexington St - WALTHAM NORTH BC (MA6116), US - MA - Waltham - 880 Main St - West End (MA6115), US - MA - Watertown - 39 Main St - Watertown Square (MA6114), US - MA - Wellesley - 342 Washington St - WELLESLEY HILLS BC (MA6293). 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 - Boston Market Bank of AmericaFinancial Solutions Advisor - Boston MarketBoston, MassachusettsKey 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. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Northern MA Market Bank of AmericaFinancial Solutions Advisor - Northern MA MarketBillerica, MassachusettsUS - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Beverly - 17 Enon St - BEVERLY BC (MA6136), US - MA - Billerica - 464 Boston Rd (MA6139), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Concord - 52 MAIN ST - CONCORD CENTER BC (MA6128), US - MA - Wilmington - 390 Main St - WILMINGTON BC (MA6146). 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.
Sr. Financial Analyst Monotype ImagingSr. Financial AnalystWoburn, MA$100,000–$115,000 / yearThis 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.
Senior Associate Wealth Advisor Focus Partners WealthSenior Associate Wealth AdvisorNeedham, MassachusettsBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Beauty Advisor - Estee Lauder, Pheasant Lane - Full Time Macy's, Inc.Beauty Advisor - Estee Lauder, Pheasant Lane - Full TimeNashua, NHWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Beauty Advisor - Estee Lauder, Northshore - Part Time Macy's, Inc.Beauty Advisor - Estee Lauder, Northshore - Part TimePeabody, MAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Beauty Advisor - Clinique, Boston - Downtown - Part Time Macy's, Inc.Beauty Advisor - Clinique, Boston - Downtown - Part TimeBoston, MAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Private Risk Advisor (Producer) - Insurance Advisory Solutions BRP Group, Inc.Private Risk Advisor (Producer) - Insurance Advisory SolutionsBoston, MAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Partner Tax Preparation Advisor Manager PwCPartner Tax Preparation Advisor ManagerBoston, MA$73,500–$212,280 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Partner Tax Preparation Advisor Senior Associate PwCPartner Tax Preparation Advisor Senior AssociateBoston, MA$55,000–$151,470 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Full Time Design Advisor- Joss & Main (A Wayfair Specialty Retail Brand) WayfairFull Time Design Advisor- Joss & Main (A Wayfair Specialty Retail Brand)Burlington, MAAI & Tech Aptitude: A self-starter mindset with comfort using design tools (AutoCAD, SketchUp, Revit, DesignFiles), POS systems, CRM platforms like Salesforce, and familiarity with using AI for design efficiency. Strong Salesmanship: 2+ years of sales experience (ideally with higher price-point products), with a proven ability to build trust and close sales across face-to-face, phone, and digital platforms.
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.
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.
Senior Manager, Financial Planning & Analysis Financial EnginesSenior 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.
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.
Financial Advisor Moody Street GroupFinancial AdvisorGreater Boston, MAWe are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.
NewPCS Senior Trust Advisor - Philadelphia, PA The Toronto-Dominion BankPCS Senior Trust Advisor - Philadelphia, PABoston, MA$115,440–$186,160 / yearTotal 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. Meets with clients regularly to review proposals, obtains feedback and makes any necessary changes and assists with plan implementation as appropriate, providing assistance with portfolio management, estate planning, charitable planning and tax matters.
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.