NewVP, Financial Consultant - Boston, MA Charles SchwabVP, 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.
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.
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.
NewNational Advisor Consultant AmeripriseNational Advisor ConsultantBoston, MAAs a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include: • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
NewInternal Advisor Consultant AmeripriseInternal Advisor ConsultantBoston, MAOur clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.
Partnership Executive Consultant ComplySciPartnership Executive ConsultantBoston, MA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Enhanced Compliance Consultant ComplySciEnhanced Compliance ConsultantBoston, MA$88,000–$121,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Senior Technical Consultant Appian CorporationSenior Technical ConsultantBoston, MA$100,000–$200,000 / yearKnowledge of software testing practices (test-driven development, automated test suites within a continuous integration framework); integrations experience using APIs such as REST and SOAP, JDBC connections, and web services; familiarity with Amazon Web Services (AWS), Artificial Intelligence (AI), Analytics, Machine Learning, Google Cloud, Application Integration, Database, Developer Tools, Management & Governance, and Elastic Containers (preferred). Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education.
NewManaging Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCManaging Consultant - Corporate Finance - Turnaround & RestructuringBoston, MA$120,000–$185,000 / yearPosition Title: Managing Consultant - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100514 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. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses Responsibilities: Support the day-to-day activities of BRG Corporate Finance – Turnaround & Restructuring client service teams on engagement.
Senior Solutions Consultant - Life Sciences Appian CorporationSenior Solutions Consultant - Life SciencesBoston, MA$125,000–$250,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian’s Solution Consultants are the driving force behind helping customers understand the business value that Appian’s technology can provide during the sales cycle and beyond.
NewConsultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCConsultant - Corporate Finance - Turnaround & RestructuringBoston, MA$90,000–$160,000 / yearPosition Title: Consultant - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100510 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 five core service offerings include: Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction Advisory (TA) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities.
NewConsultant - Corporate Finance - Turnaround and Restructuring Berkeley Research Group, LLCConsultant - Corporate Finance - Turnaround and RestructuringBoston, MAPosition Title: Consultant - Corporate Finance - Turnaround and Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100113 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 five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities.
NewSenior Financial Analyst Berkeley Research Group, LLCSenior Financial AnalystBoston, MA$80,000–$135,000 / yearPosition Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 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. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment.
Commercial Financial Consultant Rockland Trust CompanyCommercial Financial ConsultantPeabody, MAWorking closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Financial Consultant Manulife Financial CorpFinancial ConsultantBoston, MA$40,000–$66,700 / yearSupported 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.
NewVP, Financial Consultant Framingham, MA The Charles Schwab CorpVP, Financial Consultant Framingham, MAFramingham, MAAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
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.
Financial Consultant TIAAFinancial ConsultantCambridge, MassachusettsIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantCambridge, MA$72,700–$95,500 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
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.