4,537 Results for

Financial Advisor Jobs in Somerville, MA

Jobs

Beauty Advisor - Clinique, Burlington - Full Time Macy's Inc

Burlington, MA

Whether 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.

4 days ago

Senior Clinical Advisor Nirvana Health Inc

Southborough, MA

Job 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.

30+ days ago

Enterprise IT Communications Advisor, Senior or Advanced The Federal Reserve System

Boston, MA

$121,000–$166,000 / year

As an IT Advisor, you will be an integral part of our communications team, helping lead, draft, and coordinate executive and key stakeholder communications during high-impact IT incidents in collaboration with the Enterprise Incident Management (EIM) team. Provide support for communications tool, including, but not limited to ongoing maintenance, coordinating business requirements for requested enhancements and testing, maintaining user access and coaching key stakeholders on communications skills.

30+ days ago

International Student Advisor for Admissions International Students & Scholars Office Boston University

Boston, MA

Assist 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.

30+ days ago

Educational Outreach Counselor/Early College Advisor University of Massachusetts Boston

Boston, MA

The Educational Outreach Counselor directly supports student recruitment and enrollment; facilitates college and career readiness workshops and curriculum; provides individual and group advising; engages families; coordinates college, career, cultural, and enrichment experiences; and maintains accurate student participation and outcome data. The program is currently funded to serve 1,452 students enrolled at the following partnering Boston Public Schools: Albert Holland School of Technology (7-12), Dearborn STEM Academy (7-12), Charlestown High School, Madison Park Technical Vocational High School, Ruth Batson Academy (7-12), and TechBoston Academy (7-12).

4 days ago

Wealth Advisor - Harvard Federal Credit Union LPL Financial

Cambridge, Massachusetts

$58,500–$70,000 / year

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

4 days ago

Educational Outreach Counselor/Early College Advisor University of Massachusetts

Boston, MA

4 days ago

Director of Financial Planning & Analysis Global Channel Management

Framingham, Massachusetts

Director 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.

30+ days ago

Financial Analyst Edelman Financial Engines

Boston, Massachusetts

$61,100–$81,400 / year

Principal 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.

30+ days ago

Strategic Business Operations Advisor Worldcom Exchange, Inc

Salem, NH

Quick Apply

Assignments may include reviewing and redlining a commercial agreement, evaluating the profitability of a customer or solution offering, coordinating a customer compliance response, validating an OEM rebate payment, developing management reporting, or supporting a cross-functional business initiative. Five or more years of progressively responsible experience in contract-compliance auditing, financial analysis, operational auditing, risk management, business operations, internal controls, consulting, commercial contract review, or a related field.

30+ days ago

Wealth Advisor Aprio

Boston, MA

$150,000–$250,000 / year

Aprio, 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.

30+ days ago

Senior Technical Advisor WSP Global Inc

Boston, MA

$168,900–$323,300 / year

As 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.

30+ days ago

Advisor, Commercial Risk - Middle Market The Baldwin Group Insurance Holdings, LLC

Boston, MA

License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. The 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.

30+ days ago

Senior Energy Advisor - Commercial Sales - Boston, MA Kb3 Advisors

Boston, MA

$75,000–$150,000 / year

About Kb3 Advisors Kb3 Advisors is a tech-enabled energy brokerage and consulting firm serving large commercial and industrial customers in deregulated markets. The Opportunity We’re hiring experienced Senior Energ y Advisors who have strong relationships with energy decision makers and a proven track record in deregulated markets.

30+ days ago

Energy Advisor - Commercial Sales – Boston, MA Kb3 Advisors

Boston, MA

$75,000–$150,000 / week

We offer a clear development path: Energy Advisor Senior Energy Advisor For motivated individuals, the opportunity to build a significant book of business and long-term recurring revenue is substantial. About Kb3 Advisors Kb3 Advisors is a tech enabled energy brokerage and consulting firm serving large commercial and industrial customers in deregulated markets.

30+ days ago

Senior Associate Wealth Advisor Focus Partners Wealth

Needham, Massachusetts

Blending 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.

21 days ago

Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.

Boston, MA

$110,900–$172,200 / year

Aprio, 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. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.

30+ days ago

Academic Advisor Harvard University

Cambridge, MA

$69,000–$75,000 / year

Job Summary: Reporting to the Associate Director of Graduate Degree Candidate Advising & Program Administration at the Harvard University Division of Continuing Education and University Extension, the Academic Advisor advises graduate Master of Liberal Arts (ALM) degree candidates, supporting degree program completion of 500+ students. About Us: The Division of Continuing Education (DCE) comprises four academic units serving about 30,000 domestic and international students annually, which allow Harvard to meet the learning needs of intellectually curious and highly motivated students from high school through retirement.

18 days ago

International Student and Scholar Advisor Harvard University

Cambridge, MA

Advises a population of continuing and incoming international students and scholars on issues relating to immigration; as Designated School Official (DSO) and Alternate Responsible Officer (ARO), ensures institutional and individual compliance with the government regulations by learning, interpreting, and applying regulations and government policies pertaining to F-1 and J-1 students; evaluates student and scholar eligibility for issuance of F-1 and J-1 visa documents. Act as Advisor on Call for both students and scholars; answers basic questions concerning visa documents and travel plans; provides travel signatures for F-1 and J-1 visa holders with sponsorship from Harvard University; advises on general procedures for obtaining visa documents and maintaining visa status; provides letters for Social Security Number and ITIN.

18 days ago

Enterprise Platform Advisor Appian

Boston, MA

$125,000–$225,000 / year

Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.

30+ days ago

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Financial Advisor Jobs in Somerville, MA

Beauty Advisor - Clinique, Burlington - Full Time Macy's Inc

Senior Clinical Advisor Nirvana Health Inc

Enterprise IT Communications Advisor, Senior or Advanced The Federal Reserve System

International Student Advisor for Admissions International Students & Scholars Office Boston University

Educational Outreach Counselor/Early College Advisor University of Massachusetts Boston

Wealth Advisor - Harvard Federal Credit Union LPL Financial

Educational Outreach Counselor/Early College Advisor University of Massachusetts

Director of Financial Planning & Analysis Global Channel Management

Financial Analyst Edelman Financial Engines

Strategic Business Operations Advisor Worldcom Exchange, Inc

Wealth Advisor Aprio

Senior Technical Advisor WSP Global Inc

Advisor, Commercial Risk - Middle Market The Baldwin Group Insurance Holdings, LLC

Senior Energy Advisor - Commercial Sales - Boston, MA Kb3 Advisors

Energy Advisor - Commercial Sales – Boston, MA Kb3 Advisors

Senior Associate Wealth Advisor Focus Partners Wealth

Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.

Academic Advisor Harvard University

International Student and Scholar Advisor Harvard University

Enterprise Platform Advisor Appian

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