117 Results for

Financial Advisory Jobs in Cambridge, MA

Jobs

New!

Westborough, MA5 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!

Boston, MA5 days ago

$160,000–$215,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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!

Boston, MA5 days ago

$120,000–$150,000 Per Year

New!

Westborough, MA5 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, MA5 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.

Westborough, MA11 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!

Boston, MAToday

$80,000–$95,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Boston, MA10 days ago

Full-time
Employee

Serve as a primary point of contact for assigned clients, delivering ongoing financial advice and supportConduct client meetings to assess financial goals, risk tolerance, and investment objectivesDevelop and maintain personalized financial plans, including retirement, investment, and wealth strategiesMonitor client portfolios and recommend adjustments based on market conditions and client needsEducate clients on financial products, strategies, and market trends in a clear and professional mannerMaintain accurate client documentation and ensure compliance with regulatory requirementsCollaborate with internal partners to deliver a seamless client experienceSupport client onboarding, account maintenance, and periodic reviews. Bachelor’s degree in Finance, Business, Economics, or a related field preferredActive Series 65 license required1–3+ years of experience in a financial advisory, wealth management, or client?facing financial roleStrong client relationship and communication skillsAbility to explain financial concepts to clients with varying levels of financial knowledgeHigh level of professionalism, integrity, and attention to detail.

Dracut, MA10 days ago

Full-time
Employee

Tewksbury, Massachusetts23 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.

Tewksbury, Massachusetts23 days ago

Boston, MA30+ days ago

Full-time

Meeting education requirement for CPA certification in the state where you are applying forThe salary range is $ 100,000-$150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team.

Tewksbury, Massachusetts23 days ago

Waltham, MA30+ days ago

Put your extensive knowledge of the financial services industry and superb problem-solving and analytical skills to work answering the myriad of questions that our advisors face as they continue to evolve their practices toward fee-only models, while developing a deep understanding of their unique characteristics. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide.

Canton, MA17 days ago

$180,000–$230,000 Per Year

This leadership role is ideal for a strategic, client-focused accounting professional who thrives in a fast-paced advisory environment and enjoys building high-performing teams, strengthening client relationships, and driving operational excellence. A fast-growing, independent public accounting and advisory firm in the Greater Boston area is seeking a Director of Accounting & Advisory Services to lead and grow its outsourced accounting practice.

New!

Tewksbury, MA4 days ago

$201,810–$382,600 Per Year

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. OverviewBaker 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.

Boston, MA30+ days ago

$80,000–$90,000

This vision is implemented through an innovative approach focusing on processes automation and aiming to place people at the heart of every decision, every day, in line with our values: kindness, honesty, respect, and integrity. Managing a client portfolio from bookkeeping to year-end closing, including bank reconciliation, closing journal entries, P&L analysis, and supporting schedules.

Boston, MA7 days ago

$175,000–$225,000 Per Year

We are looking for a Regional Director, Advisory to lead and oversee the core functions of the Advisory team, including collaboration with individual offices in implementing their local business plan, supporting advisors in the execution of office and individual growth plans, managing Modera growth goals, individual SMART goals, growth tactics, and drafting and communicating advisor policies and procedures. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

Boston, MA30+ days ago

Remote

We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. By providing this crucial human data infrastructure, Prolific is positioning itself at the forefront of the next wave of AI innovation – one that reflects the breadth and the best of humanity.

Boston, MA30+ days ago

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and dept raises, IPO’s).

BOSTON, MA16 days ago

$71,200–$93,400

Participates in departmental improvement initiatives such as execution of assigned Strategic Plan goals, completing required components of the Quality Assurance and Improvement Program, and pursuing professional development. The ideal candidate is a highly independent self-starter with a strong work ethic, a high degree of motivation, and the attitude and ability to contribute to a positive team.

Boston, MA30+ days ago

Full-time

Assists Relationship Advisors, in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, cash transfer requests, or other information.

Boston, MA13 days ago

$100,000–$125,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Boston, MA16 days ago

$120,000–$180,000

We are seeking an experienced professional help grow our Rail & Transit practice with their deep expertise in areas such as O&M cost modelling, business planning/modelling, ancillary revenue forecasting, preparation and due diligence of financial models, and P3 advisory. Demonstrated success in growing commercial advisory services, working directly with clients and senior decision-makers and leading projects that tackle complex transportation and rail challenges.

Boston, MA30+ days ago

Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

Boston, MA30+ days ago

As a leader of the firm, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

Tewksbury, Massachusetts8 days ago

Waltham, MA27 days ago

$84,200–$125,800 Per Year

Pega’s Talent Advisory Team provides timely, accurate, and straightforward advice on people strategies, organizational development, talent management, employee issues, local labor laws, compliance, and corporate directives. For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Boston, MA18 days ago

$80,000–$82,000 Per Year

Analysts are expected to provide extraordinary customer service by preparing financial analyses and or offering memorandums through a detailed, orderly presentation of the data, facts and figures that can lead an investor to make a well-educated decision about the sale of commercial real estate. Candidates will display an outstanding academic record and have excellent communication and organizational skills; being comfortable working within a diverse, collaborative and driven professional environment and liaising with both internal and external clients, team members and senior deal makers.

Needham, MA30 days ago

$55,000–$155,000

Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals.

Woburn, MA30+ days ago

$140,000–$230,000 Per Year

One or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA) CPA, CVA, ABV, CBA, or ASA certification is required 10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships. Proactively identifies and communicates issues to clients, provides value added advice; is viewed as a qualitative and quantitative resource for partners and staff to resolve issues within practice segments and/or industry specialization(s).

Boston, Massachusetts24 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.

Boston, MA30+ days ago

This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.

Tewksbury, Massachusetts22 days ago

Westborough, Massachusetts25 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.

Boston, MA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations.

Boston, MA30+ days ago

Full-time

Boston, MA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

Boston, MA30+ days ago

Full-time

Boston, MA30+ days ago

Full-time

With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. Kroll's Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.

Boston, Massachusetts16 days ago

$160,000–$175,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).

Boston, MA30+ days ago

5+ years of professional experience in investor relations, investment banking, sell-side research, capital markets, asset management, or Healthcare communications with a preference toward demonstrated experience managing multiple clients and accounts. In this role, you will build the necessary subject matter expertise and proper skillset to service and advise clients ranging from startups through Fortune 500 companies on a range of company events, milestones, and complex issues.

Cambridge, MA30+ days ago

$90,000–$110,000
Full-time

Cross-functional Collaboration: Work cross-functionally with Finance, Accounting, Sales Operations, Product Management, Operations, and senior management to synthesize information, gain alignment, and stay up to date on emerging trends and developments. 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.

Boston, MA30+ days ago

$176,580–$282,528 Per Year

Work Location: This role is eligible to be based out of any of Axon's US hub offices (Atlanta/Peachtree Corners, Boston/Back Bay, NYC/Manhattan, Phoenix/Scottsdale, San Francisco/Presidio, Seattle/Downtown) and follows a hybrid schedule. Establish, maintain, and provide expertise on current and upcoming U.S. GAAP, including topics specific to M&A, private and public equity, debt instruments, consolidation, VIE and equity-method accounting, and the related presentation and disclosure requirements.

Boston, Massachusetts30+ days ago

$100,000–$130,000 Per Year

As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets.

Boston, MA30+ days ago

Full-time

Leading an organization through a time-sensitive project (e.g., restructuring, carve-out or acquisition) and managing the process through to completion; Improving the performance of a finance organization by upgrading staff skills, re-designing processes, or implementing new systems (NetSuite and MS Dynamics a plus); Proven experience building budgets, EBITDA forecasts, and cash forecasts to guide and support executive management decision making - experience with management reporting dashboards is a plus; International treasury and currency hedging experience is a plus. Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - CFO Services team in various locations throughout the U.S. With more than 5,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation.

Boston, MA30+ days ago

Full-time

Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses.

BOSTON, MA30+ days ago

$100,275–$115,000

You will join as the Financial Aid Lead, providing hands on functional and technical support for the Campus Solutions Admissions and Campus Community modules, including integrations with graduate and undergraduate financial aid systems serving more than 25,000 students. We promote staff learning including lunch and learn sessions, an extensive library of online courses, Fun Advisory Board (FAB) arranges a number of events throughout the year and opportunities to engage with peers at NERCOMP and EDUCAUSE events.

Waltham, MA30+ days ago

Customer Service: Advisors are responsible for all functions of client relationship maintenance, including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails, and proactive client outreach. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide.

Boston, MA30+ days ago

Full-time

Clients can expect bottom line results through action-oriented leadership and success-aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex industry challenges, and harness rapid technological changes that drive market advantage.

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Financial Advisory Jobs in Cambridge, MA

Financial Advisor Jobot

Vice President, Transaction Advisory Services Jobot

Associate, Transaction Advisory Services Jobot

Financial Advisor (2 Openings) Jobot

Financial Advisor (CFP Preferred) Jobot

Associate Financial Advisor NYL - Boston

Investor Relations Analyst Vaco LLC

Financial Advisor Company Confidential

Financial Analyst - SAP Company Confidential

Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

PEPI: Senior Associate, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Senior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Advisory Consultant, RIA Services Commonwealth Financial Network

Director of Accounting and Advisory Services Daley and Associates

Risk Advisory Services Managing Director Baker Tilly Virchow Krause, LLP

Accountant and Advisory Senior Orbiss

Regional Director, Advisory Modera Wealth Management

Senior Finance Consultant: Corporate Strategy & Research - Remote Advisory (Boston) Prolific Academic Ltd

Senior to Senior Manager- Accounting Advisory / Technical Accounting Regal Executive Search

SENIOR AUDITOR, Audit and Advisory Services Boston University

Account Manager, WM Advisory Northern Trust

Assurance Manager, Accounting & Reporting Advisory bdo consulting

AVP, Commercial Advisory (Rail & Transit) Steer

Senior Associate- Accounting Advisory Centri Business Consulting

Manager- Accounting Advisory Centri Business Consulting

Senior Consultant, Accounting and Finance Advisory Services Baker Tilly Advisory Group, LP

Human Resources Advisory Partner Pegasystems

Financial Analyst Avison Young

Financial Advisor The Bulfinch Group

BAS Principal - Valuation, Financial Forensics, Litigation (VFL) LitmanGerson Associates

Financial Advisor Northwestern Mutual

Senior Investment Banking Financial Analyst TM Capital Corp

Manager, Corporate Finance Advisory Baker Tilly Advisory Group, LP

Financial Analyst-FHC Open Rank University of Massachusetts Medical School

PEPI: Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Senior Associate, Transaction Advisory Services Kroll, LLC

Financial Reporting Lead Rockefeller Capital Management

Director, Financial Communications - Healthcare & Life Sciences Fti Consulting

Senior Financial Analyst Jobot

Director, Accounting Strategy & Financial Reporting Axon

Financial Advisor - Retirement Plans CAPTRUST

Interim CFO Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Director, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

FINANCIAL AID SYSTEMS LEAD, ENROLLMENT & STUDENT ADMINISTRATION, Enrollment Services Operations Boston University

Senior Financial Advisor, House Accounts Commonwealth Financial Network

Director – Financial Services Strategy Alvarez & Marsal Financial Services Industry Group, LLC

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