34 Results for

Financial Advisory Jobs in Auburn, MA

Jobs

New!

Westborough, MA4 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Providence, RI4 days ago

$95,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to non-financial stakeholders.

New!

Westborough, MA4 days ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA4 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Westborough, MA2 days ago

$80,000–$150,000 Per Year

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

New!

Providence, RI3 days ago

Responsibilities:Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

Worcester, MA30+ days ago

$100,000–$125,000 Per Year

You will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm’s mission, follow up on any action items and take ownership to manage client expectations and deliverables. We are looking for a highly motivated Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions.

Woonsocket, RI30+ days ago

The primary responsibilities of the Senior Financial Analyst role include: Weekly and monthly reporting of coupon redemptions with variance analysis utilizing Snowflake SQL. Track all vendor expenses throughout the entire process (review contracts, create accounting submissions, and track invoices across multiple financial and procurement tools).

Wellesley, Massachusetts15 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Westborough, Massachusetts16 days ago

Overview: Under the direction of the Senior Finance Business Partner, Executive Director of Strategic Finance, Finance Director, or designee, the Financial Analyst provides financial support to ForHealth Consulting business units. The Financial Analyst conducts financial analysis, budgeting, forecasting, and reporting to facilitate decision-making by Finance and Business Unit leadership.

Smithfield, Rhode Island30+ days ago

$120,000–$150,000 Per Year

Smithfield, RI30+ days ago

Acts as a fiduciary, using the financial planning process to work directly with affluent and high-net-worth clients to uncover needs and provide broad-based guidance,designed to achieve theirclient's financial goals. Proactively engages in and documents marketing efforts as directed, to include outbound phone calls, emails, direct mail and other methods as appropriate.

Pawtucket, Rhode Island22 days ago

Providence, Rhode Island29 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Palmer, MA30+ days ago

This position may require access to export-controlled technology or software source code that is subject to export controls restrictions under the International Traffic in Arms Regulations (“ITAR”) and the Export Administration Regulations (“EAR”) and will therefore be required to meet eligibility criteria under ITAR and EAR regulations. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: regularly required to sit, speak, and listen; and frequent standing, reaching, and manual dexterity for handling equipment/ materials.

Leominster, MA23 days ago

The Senior Financial Analyst, FP&A plays a key role in driving financial planning, forecasting, reporting, and strategic analysis to support business decision-making. This position partners closely with cross-functional teams to deliver insights, improve financial performance, and support long-term growth initiatives.

Worcester, MA8 days ago

$150,000–$350,000

If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.

Wellesley, MA30+ days ago

$86,534.22–$121,147.91 Per Year

The Senior Financial Analyst position plays a critical role in managing the Bank’s financial strategy through budgeting, forecasting, profitability analysis, and financial reporting. The Senior Financial Analyst will partner with senior and executive leadership across the bank to provide strategic insights while maintaining and managing data integrity.

Framingham, MA30+ days ago

Heavy emphasis on owning recurring activities and reports to run the day-to-day business with ad-hoc opportunities to conduct complicated modeling and solve unstructured problems (70/30 split). + Corporate office includes a café (i.e., coffee, cappuccinos, teas), 24/7 fitness center, convenience store, on-site dry cleaning, Chef Louie’s Cafeteria, and more.

Marlborough, MA11 days ago

To provide greater transparency to candidates, we include base pay ranges for all US-based job postings that encompass all potential locations and levels for the open positions. Collaborate with Project Managers to evaluate cost trends, perform Estimate-at-Complete (EAC) analysis, and identify issues impacting cost, revenue, and gross profit.

Johnston, RI30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) 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. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Milford, Massachusetts24 days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Overview: The Principal Financial Analyst reports to the Director of Finance, Analytical Science Division Global FP&A, and will partner closely with the Commercial Excellence and Marketing organization to drive sustainable growth, commercial effectiveness, and ROI on strategic investments.

Milford, Massachusetts30+ days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. This role will work closely with the Finance Director and cross-functional teams to provide financial insights, drive integration efforts, and support transformation projects that enhance operational efficiency and long-term value creation.

Providence, RI30+ days ago

This role provides key insights and decision support to senior leadership leveraging data modeling dashboards and scenario analysis to inform short- and long-term financial strategies. Responsibilities: Brown University Health employees are expected to successfully role model the organization�s values of Compassion Accountability Respect and Excellence as these guide our everyday actions with patients customers and one another.

Providence, RI30+ days ago

Under general supervision and within Hospital policies and procedures provides support to the Department of Graduate Medical Education in the areas of data retrieval report generation maintenance of statistics and financial analysis. Uses spreadsheets relational databases and other software which may require merging data from multiple sources to enter organize and analyze data.

Providence, RI30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Westborough, MA22 days ago

Full-time

Financial Planning & Advisory SupportPrepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management. The Paraplanner / Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience for an established and mature client base.

Providence, RI30+ days ago

Remote

This role will focus on passive candidate sourcing across the Wealth Management sector and will support multiple recruiters managing high-priority territories. The ideal candidate will bring a true hunter mentality, deep industry knowledge, and experience sourcing for hard-to-fill financial advisory roles.

Marlborough, MA23 days ago

$239,000–$350,000 Per Year

Since 2002, Concentric has built a national reputation for excellence in ratemaking and utility regulation, litigation support, market strategy, and financial advisory services, working with investor-owned utilities, regulators, and other industry participants on complex, high-stakes matters. This role is designed for an experienced professional who has personally led Return on Equity or Cost of Capital analyses, defended positions in contested proceedings, and provided expert testimony before state regulators, FERC, or other agencies.

New!

Providence, RI4 days ago

Target Start Date: Immediate (Friday, May 22, 2026)Key ResponsibilitiesFront Desk Management: Greet clients, investors, and vendors with a professional and welcoming demeanor. This critical role serves as the face of our office, handling inbound communications and providing vital clerical support to our financial advisory and operations teams.

Providence, RI30+ days ago

As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business.

Milford, MA30+ days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Waters Corporation (NYSE:WAT) is a global leader in life sciences and diagnostics, dedicated to accelerating the benefits of pioneering science through analytical technologies, informatics, and service.

Worcester, MA23 days ago

$25,000–$50,000 Per Year

As we continue to grow our Private Tax & Advisory practice, we are expanding our leadership team with experienced professionals ready to step into a client-facing, relationship-driven Engagement Director role. As the firm continues to grow, Engagement Directors play a central role in shaping client relationships, developing future leaders, and expanding the firm's advisory platform.

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Financial Advisory Jobs in Auburn, MA

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Manager of Financial Planning & Analytics Encore Fire Protection

Capital Projects and Real Estate Advisory Senior Baker Tilly Advisory Group, LP

Financial Analyst Palmer Foundry

Senior Financial Analyst, FP&A Seaman Paper

Estate & Retirement Financial Advisor - Exclusive Qualified Pre-Set Appointments United Placement Group

Senior Financial Analyst Needham Bank

Sr Financial Analyst II-Framingham, MA (Hybrid) Staples

Project Controls Financial Analyst Babcock Power Services

Private Client Financial Advisor Citizens

Principal Financial Analyst Waters Corporation

Senior Financial Analyst - Strategy & Integration, Global Operations Waters Corporation

Sr Financial Analyst Brown University Health

Financial Analyst Brown University Health

Financial Analyst III - Healthcare WM

Paraplanner, Wealth Advisor World Insurance Associates, LLC.

Wealth Management Recruiting Sourcer Veterans Sourcing Group

Vice President - Expert Witness, Utility Return on Equity & Cost of Capital Concentric Energy Advisors, Inc.

Receptionist LT Staffing Inc

Senior Finance Systems Analyst (Yardi & Kyriba) CBRE

Principal Finance Analyst, Clinical Waters Corporation

Tax Director Cunningham & Associates

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