Financial Advisor JobotFinancial AdvisorLynn, 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.
NewQuantitative Consultant MassMutualQuantitative ConsultantBoston, MAThis role includes, but is not limited to, supporting annual rate certifications, dividend analysis, illustration regulation testing, and inforce rate increases by: Becoming an LTC subject matter expert regarding the product design, data, and how data is used across the organization. As a Quantitative Consultant, you’ll work in a fast-paced, collaborative environment, partnering across the organization to support key initiatives including inforce repricing, annual rate certifications, illustration testing, dividend analysis, and wellness programs.
NewInternal Auditor Consultant Daley And Associates, LLCInternal Auditor ConsultantBoston, MA$65–$75 / hourExperience supporting regulatory exams, supervisory findings, audit remediation, or regulatory commitments, preferably within banking or asset management. Support remediation leads in responding to Corporate Audit requests, coordinating information gathering, facilitating evidence collection, and preparing materials for validation activities.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantBoston, MAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
VP, Financial Consultant Boston, MA The Charles Schwab CorpVP, Financial Consultant Boston, MABoston, MAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
CFO Consultant NOW CFOCFO ConsultantBoston, MAIf you have a strong background in financial leadership and a passion for integrating technology into financial strategies, we encourage you to apply and bring your expertise to the NOW CFO consulting team. This role is responsible for overseeing financial operations, driving strategic growth, and providing guidance on technology and data-driven initiatives.
Financial Consultant ManulifeFinancial ConsultantBoston, MassachusettsSupported with an array of resources, the Financial Consultant at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Mergers And Acquisitions Financial Due Diligence Senior Consultant DeloitteMergers And Acquisitions Financial Due Diligence Senior ConsultantBoston, MA$105,400–$207,800 / yearThe team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long-term, measurable impact. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, MassachusettsSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
NewFinancial Consultant - Shrewsbury, MA FidelityFinancial Consultant - Shrewsbury, MAMassachusettsRemotePlease 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Audit Consultant, Financial Operations Sun Life FinancialAudit Consultant, Financial OperationsWellesley Hills, MA$53,000–$80,700 / yearThis role conducts premium audits, analyzes census and billing data, identifies premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances. Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
Financial Services Cybersecurity Senior Consultant CroweFinancial Services Cybersecurity Senior ConsultantBoston, MassachusettsAs a Financial Services Cybersecurity Senior Consultant , you will help financial institutions navigate evolving cyber threats, regulatory expectations, and technology risks by delivering practical, risk-based cybersecurity solutions. Crowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services.
Senior Consultant, Financial Reporting & Accounting | Real Estate Solutions FTI Consulting, Inc.Senior Consultant, Financial Reporting & Accounting | Real Estate SolutionsBoston, MAWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Sr Consultant, Financial Reporting Northern TrustSr Consultant, Financial ReportingBoston, MA$74,700–$126,900 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Review of staff preparations of fund financial statements and schedules of investments as well as coordination and drafting of the notes to the financial statements for annual and semiannual shareholder reports for registered and non-registered funds.
Audit Consultant, Financial Operations Sun LifeAudit Consultant, Financial OperationsWellesley, MassachusettsThis role conducts premium audits, analyzes census and billing data, identifies premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances. Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
Consultant, Financial Reporting Northern TrustConsultant, Financial ReportingBoston, MA$66,700–$113,300 / yearThe Financial Reporting group provides internal and external clients with assistance related to the annual audits and/or interim regulatory SEC filings across a diverse set of registered mutual funds and non-registered funds, including, but not limited to, common and collective trust funds, partnerships, and hedge funds that invest in a wide array of investment strategies and asset classes. The group provides assistance to audit firms in the processes and procedures associated with their annual fund audits for both the registered and non-registered fund base, as well as ensuring the timely and accurate filings of the SEC Forms N-CSR, N-MFP and N-PORT Part F for the registered mutual fund base.
NewFinancial Reporting / Record To Report Controllership Senior Consultant DeloitteFinancial Reporting / Record To Report Controllership Senior ConsultantBoston, MA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for…Assessing current-state controllership processes, identifying gaps, and defining target-state opportunitiesDeveloping transformation roadmaps and solution hypotheses across people, process, technology, and governanceApplying accounting, regulatory, and compliance requirements to finance transformation initiativesDesigning improvements across finance data, cost transparency, financial close and consolidation, and reporting processesManaging day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting effortsA successful candidate would possess these skills:Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired:4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accountingBachelor's degree in Finance, Accounting, Information Technology, Risk Management, or EconomicsOne or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentialsExperience with automation tools, including Alteryx workflows or Microsoft 365 CopilotAbility to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Consultant, Accounting and Financial Advisory ServicesTewksbury, MassachusettsBaker 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.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MAIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning).
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MassachusettsEffectively 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.