Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Boston, MA$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Senior Advisory Accountant (Hybrid) JobotSenior Advisory Accountant (Hybrid)Providence, RI$95,000–$130,000 / yearInformation 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.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince 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.
Assurance Manager, Accounting & Reporting Advisory bdo consultingAssurance Manager, Accounting & Reporting AdvisoryBoston, MA$100,000–$125,000 / yearThe 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.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Boston, MA$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
NewInsurance and Financial Services Audit Consultant MassMutualInsurance and Financial Services Audit ConsultantBOSTON, MAIf you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. Effectively communicates and collaborates across all organizational levels, including senior leadership, to drive alignment, share insights, and influence decision-making.
NewLead Auditor of Financial Reporting Controls MassMutualLead Auditor of Financial Reporting ControlsBOSTON, MADevelops, executes and manages risk-based audit plan, focusing on financial reporting controls, working with business management and other risk/control functions to ensure that controls are effective in managing risks. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you.
Director, Finance Transformation | Office of CFO Advisory | Corporate Finance FTI Consulting IncDirector, Finance Transformation | Office of CFO Advisory | Corporate FinanceMALead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Senior Director, CPA, SEC Accounting & Advisory Services | Forensic and Litigation Consulting FTI Consulting IncSenior Director, CPA, SEC Accounting & Advisory Services | Forensic and Litigation ConsultingMAAssist clients with the accounting and financial reporting impacts of significant events or complex transactions such as new customer arrangements, mergers and acquisitions, financing events, discontinued operations, and stock-based compensation arrangements. We are in the process of expanding FTI's SEC & Accounting Advisory group and are seeking individuals with a desire to deepen their technical accounting expertise in a high-growth environment with a team of leading experts by your side.
Director of Accounting and Advisory Services Daley and AssociatesDirector of Accounting and Advisory ServicesCanton, MA$180,000–$230,000 / yearThis 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.
Deals - Capital Markets Accounting Advisory Services - Manager PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - ManagerMA$99,000–$232,000 / yearAs a Deals - Capital Markets Accounting Advisory Services - Manager, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and 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 .
Supervisor - Business Advisory Solutions (51422) Citrin Cooperman & Company LLPSupervisor - Business Advisory Solutions (51422)Worcester, MAWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. Understanding of miscellaneous tax filings including sales tax, payroll tax returns and 1099s.
Property & Buildings Digital Advisory Lead WSP Global IncProperty & Buildings Digital Advisory LeadMA$134,700–$200,100 / yearWSP, an award-winning and innovative multi-disciplinary engineering consulting firm, is looking for a Property & Buildings Digital Advisory Lead, Senior Technical Manager (Assistant Vice President) with specific experience in Network Engineering and Applications utilization to deliver client strategic goals by identifying scope and partnering with subject matter experts across WSP business lines. WSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location.
Manager - Business Advisory Solutions (52011) Citrin Cooperman & Company LLPManager - Business Advisory Solutions (52011)Worcester, MAWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. Provide a sense of direction and purpose for staff members, while earning the trust of coworkers and client management.
NewManager - Business Advisory Solutions (52008) Citrin Cooperman & Company LLPManager - Business Advisory Solutions (52008)Braintree, MAWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. Provide a sense of direction and purpose for staff members, while earning the trust of coworkers and client management.
Deals - Capital Markets Accounting Advisory Services - Senior Manager PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - Senior ManagerMA$124,000–$280,000 / 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 . As a Deals - Capital Markets Accounting Advisory Services - Senior Manager, you will provide strategic guidance on a broad range of technical accounting, financial reporting, transaction structures, and capital markets topics.
Salesforce Consultant - Systems Implementation Advisory Baker Tilly Virchow KrauseLLPSalesforce Consultant - Systems Implementation AdvisoryMA$64,990–$123,230 / yearBaker 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.
Vice President, Transaction Advisory Services (FDD) - Multiple Locations Houlihan Lokey Europe GmbHVice President, Transaction Advisory Services (FDD) - Multiple LocationsMA$160,000–$210,000 / yearLead buy-side and sell-side transaction advisory engagements Drive discussions with senior client executives and target management Manage team members (Analysts and Associates) on engagements Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives Review target company financial information and other data to identify: • Historical and projected financial and operating and commercial trends • Quality of earnings • Working capital and net debt considerations • Potential liabilities and risks which impact valuation and negotiation of the target company • Operational insights utilizing data & analytics in order to analyze the drivers of profitability and evaluate key risks and opportunities of a company Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management's budget, operational insights, indebtedness considerations, and post-transaction working capital analysis Review financial models including database systems Develop professional network and relationships with firm, client, and target professionals Review transaction agreements, customer and supplier contracts, and develop valuation considerations Collaborate closely with corporate finance, valuation, and financial restructuring colleagues. Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals Demonstrated professional achievement and client service excellence Healthcare transaction advisory experience Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting, and transaction-related issues Strong analytical abilities Exceptional verbal and written communication skills Strong command of Microsoft Word, Excel, and PowerPoint Familiarity with Tableau, Alteryx, and data analytics packages preferred (but not required) Ability and desired willingness to travel.
VP - Relationship Management, Insurance/Sub Advisory FidelityVP - Relationship Management, Insurance/Sub AdvisorySmithfield, Rhode IslandRemoteThe company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Deals - Capital Markets Accounting Advisory Services - Senior Associate PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - Senior AssociateMA$77,000–$202,000 / 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 . As a Deals - Capital Markets Accounting Advisory Services - Senior Associate, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics.
Deal Advisory Senior Manager Cherry Bekaert LLPDeal Advisory Senior ManagerWest Warwick, RI$105,563–$247,900 / yearTo support the continued growth of our Deal Advisory practice, an opportunity has been created for a Senior Manager to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Systems Performance Lead, Sustainability Advisory STV Group IncSystems Performance Lead, Sustainability AdvisoryBoston, MA$102,094.36–$116,679.27 / yearThis role is designed for an advanced technical engineer who bridges the gap between building physics (energy modeling, thermal simulation, fuel switching), regulatory compliance, and corporate sustainability metrics (GHG inventories, embodied carbon, ESG data platforms, investments). This individual will be responsible for technical delivery, consolidating fragmented simulations, consolidating the firm's fragmented simulation software stack, solving challenges such as fragmented simulation software or establishing automated data integration streams to process environmental datasets efficiently and precisely.
Deal Advisory Manager (Healthcare) Cherry Bekaert LLPDeal Advisory Manager (Healthcare)RI$117,800–$183,100 / yearPerform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management SidaraAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementSouth Boston, MassachusettsServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin’s market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin’s integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
Advisory Director Client Relationship Executive - AI, Data & Tech Grant Thornton LLPAdvisory Director Client Relationship Executive - AI, Data & TechMA$190,000–$300,000 / yearIn 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.
Advisory Director Client Relationship Executive - Cyber & Risk Grant Thornton LLPAdvisory Director Client Relationship Executive - Cyber & RiskMA$190,000–$300,000 / yearIn 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.
Capital Projects and Real Estate Advisory Senior Baker Tilly Advisory Group, LPCapital Projects and Real Estate Advisory SeniorProvidence, Rhode IslandBaker 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.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerMA$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Financial Advisor Transcend Practice ManagementFinancial AdvisorWorcester, MA$100,000–$125,000 / yearYou 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.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Associate Director - Life Sciences Advisory - Market Access (US) Guidehouse IncAssociate Director - Life Sciences Advisory - Market Access (US)MA$135,000–$225,000 / yearDesigning and managing project teams to execute various pharmaceutical market access and pricing strategy projects, both qualitative and quantitative, including overseeing development of materials and facilitating discussions as required. Guidehouse's Life Sciences practice is an engine of innovation, helping pharmaceutical, biotech, medical device, and diagnostic companies develop custom solutions that tackle today's challenges, while anticipating tomorrows.
Financial Reporting Lead Rockefeller Capital ManagementFinancial Reporting LeadBoston, Massachusetts$160,000–$175,000 / yearFull timeOriginally 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.).
Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteRIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Lead Auditor of Financial Reporting Controls Massachusetts Mutual Life Insurance CompanyLead Auditor of Financial Reporting ControlsBoston, MA$156,000–$204,700 / yearDevelops, executes and manages risk-based audit plan, focusing on financial reporting controls, working with business management and other risk/control functions to ensure that controls are effective in managing risks. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you.
Servicing Financial Advisor - Boston area Alera GroupServicing Financial Advisor - Boston areaNeedham, MassachusettsAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with established clients to provide ongoing financial planning and advisory support.
Manager, Global Financial Controls Center of Excellence FidelityManager, Global Financial Controls Center of ExcellenceSmithfield, Rhode IslandRemoteSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Manager - Global Financial Controls CoE FidelityManager - Global Financial Controls CoESmithfield, Rhode IslandRemoteSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Financial Due Diligence Senior Associate Grant Thornton LLPFinancial Due Diligence Senior AssociateMA$96,000–$144,000 / yearIn 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.
Financial Advisor - Epsilon Phi (Bentley) Gamma Phi BetaFinancial Advisor - Epsilon Phi (Bentley)MassachusettsPromote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all international Gamma Phi Beta guidelines and expectations. Review the chapter budget monthly in OmegaFi, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)MAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)MAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Merrill Advisor Development Program - Financial Advisor: Providence Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Providence MarketProvidence, RI$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewRelationship Banker - Newton Upper Falls Financial Center Bank of AmericaRelationship Banker - Newton Upper Falls Financial CenterNewton, MassachusettsJob expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
NewFinancial Solutions Advisor - Western MA Market Bank of AmericaFinancial Solutions Advisor - Western MA MarketWorcester, 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.
NewRelationship Banker - Needham - Highland Ave. Financial Center Bank of AmericaRelationship Banker - Needham - Highland Ave. Financial CenterNeedham, MassachusettsJob expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
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 Registration Candidate - Boston West Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Boston West MarketJamaica Plain, MassachusettsKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewRelationship Banker - Hyde Park Financial Center Bank of AmericaRelationship Banker - Hyde Park Financial CenterHyde Park, IllinoisJob expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Senior Banker - North Quincy Financial Center Bank of AmericaSenior Banker - North Quincy Financial CenterQuincy, MassachusettsPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.