143 Results for

Financial Advisory Jobs in Needham, 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!

Boston, MA4 days ago

$95,000–$160,000 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, MA3 days ago

$160,000–$225,000 Per Year

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!

Boston, MA6 days ago

$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, MA14 days ago

$120,000–$185,000 Per Year

Description:We do Consulting DifferentlyThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.

Boston, MA14 days ago

$90,000–$160,000 Per Year

Description:We do Consulting DifferentlyThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges.

Boston, MA14 days ago

$80,000–$135,000 Per Year

Description:We do Consulting DifferentlyThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges.

Boston, MA14 days ago

$90,000–$160,000 Per Year

Description:We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges.

New!

Boston, MA1 day 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.

New!

Dracut, MA1 day ago

Full-time
Employee

Tewksbury, Massachusetts14 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, Massachusetts14 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, Massachusetts14 days ago

Waltham, Massachusetts30+ days ago

Canton, MA8 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.

Boston, MA7 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

$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.

Burlington, MA30+ days ago

Champion the development of original thought leadership and concrete value propositions that help drive the adoption of SAP’s strategic initiatives and new solutions based on the business value they will bring to SAP customers. 2. Identify key industry trends and changing industry dynamics to evolve SAP Value Advisory consultative selling practices, ensure ongoing relevance, and continued Value Advisory leadership position in the industry.

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.

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).

Waltham, MA30+ days ago

Innovative Hospitality Solutions (IHS), is a leading management advisory firm specializing in transforming onsite food and hospitality programs across corporate, healthcare, senior living, and educational sectors. IHS partners with leading organizations to transform on-site hospitality programs—from operational assessments through implementation—delivering measurable improvements in experience, efficiency, and financial performance.

Boston, MA9 days ago

This role is ideal for a strategic thinker with entrepreneurial energy to expand client relationships, lead large-scale engagements, and generate $3M+ in new consulting revenue annually through high impact, trusted advisory work. You’ll shape the future of how life sciences organizations launch, grow, and optimize their portfolios — blending scientific rigor with commercial insight to create measurable value for clients across the pharmaceutical and biotech ecosystem.

BOSTON, MA7 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

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.

New!

Boston, MA4 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, MA30+ days ago

$118,000–$196,000 Per Year

Work with strategy consulting teams and data science teams to design and execute data-driven projects, such as market sizing/segmentation, patient journey, provider profiling/targeting, provider affiliation mapping, epidemiology studies, managed care analytics, pull-through modeling/program design, forecasting, field force design, KPI/performance tracking, and incentive comp. + Experience designing and executing life sciences/pharmaceutical data-driven projects, such as market sizing/segmentation, patient journey, provider profiling/targeting, provider affiliation mapping, epidemiology studies, managed care analytics, pull-through modeling/program design, forecasting, field force design, KPI/performance tracking, and incentive comp.

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, MA30+ days ago

$77,000–$202,000 Per Year

Before starting with PwC, meet educational requirements to be eligible for the primary credential license relevant for practice area, such as having 150 credit hours for the CPA license, or provide documentation satisfactory to the Firm that your CPA license can be obtained in the state in which your office is located through reciprocity based on either a CPA license held, or CPA exam passed, in another state. PwC 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.

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.

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

$99,000–$232,000 Per Year

As part of the Capital Markets Accounting Advisory Services Generalist team you are expected to advise multi-national, publicly-traded companies & private equity firms on a broad range of technical accounting, financial reporting, & capital markets topics. PwC 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.

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).

Boston, MA9 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.

Burlington, MA30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Waltham, MA18 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, MA30+ days ago

$300,000–$375,000 Per Year

If so, join our dynamic team as an Advisory Enterprise Account Manager, where you will have the opportunity to collaborate with industry leaders, make a significant impact on our client relationships, and contribute to the overall success of our innovative solutions in the rapidly evolving market. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Needham, MA21 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, 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.

Middleton, 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.

Tewksbury, Massachusetts13 days ago

Boston, MA18 days ago

$80,000–$135,000 Per Year

Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.

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.

Boston, MA30+ days ago

$121,000–$181,400 Per Year

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

Boston, MA30+ days ago

$95,000–$142,600 Per Year

Smithfield, Rhode Island30+ days ago

$120,000–$150,000 Per Year

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Financial Advisory Jobs in Needham, MA

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SENIOR AUDITOR, Audit and Advisory Services Boston University

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

Assurance Manager, Accounting & Reporting Advisory bdo consulting

Managing Consultant - Life Sciences Advisory - Strategy & Data Analytics (Pharma & Biotech) Guidehouse

Account Manager, WM Advisory Northern Trust

Deals - Capital Markets Accounting Advisory Services - Senior Associate PwC

Manager- Accounting Advisory Centri Business Consulting

Senior Associate- Accounting Advisory Centri Business Consulting

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Senior Financial Analyst: Financial Excellence Veterans Sourcing Group

Financial Analyst Avison Young

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Human Resources Advisory Partner Pegasystems

Advisory Enterprise Account Manager Nutanix

Financial Advisor The Bulfinch Group

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

Senior Investment Banking Financial Analyst TM Capital Corp

Financial Advisor Northwestern Mutual

Manager, Corporate Finance Advisory Baker Tilly Advisory Group, LP

Senior Financial Analyst Berkeley Research Group, LLC

Financial Analyst-FHC Open Rank University of Massachusetts Medical School

Accounting Advisory Manager Grant Thornton

Accounting Advisory Senior Associate Grant Thornton

Senior Financial Analyst Renewal by Andersen | Esler Companies

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