Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance GroupFinancial Consultant, Personal Lines FP&A - RemoteMARemote$129,825–$144,250 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.
Financial Consultant, Cap Revenue Healthcare Economics UnitedHealth Group IncFinancial Consultant, Cap Revenue Healthcare EconomicsAuburndale, MA$72,800–$130,000 / yearPosition in this function is under the general direction of the Associate Director, Healthcare Economics Optum Massachusetts, the Financial Consultant, Healthcare Economics Optum Massachusetts coordinates and oversees the more complex/critical financial analyses projects and studies, in areas such as budgets, financial plans, utilization, statistical reports, cash flow projections, revenue, and business forecasts for Optum Massachusetts. The fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount.
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.
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)MAp>Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, Massachusettsp>Salem 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. Work with internal marketing and external 3rd party vendors to create, maintain and enhance client deliverables, including but not limited to LPL Clientworks, E-Money, Morningstar,etc.
Financial Consultant - Employee Benefits IMA Financial GroupFinancial Consultant - Employee BenefitsBoston, MA$90,000–$120,000 / yeardiv class="content-pay-transparency">Salary Range$90,000—$120,000 USDCompensation & Benefits. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Financial Consultant - Employee Benefits The IMA Financial Group IncFinancial Consultant - Employee BenefitsNewton, MA$90,000–$120,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
NewInvestment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, Rhode IslandRemoteSalesPlease 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. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
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).
Advisor Loan Consultant Massachusetts Mutual Life Insurance CompanyAdvisor Loan ConsultantBoston, MA$102,500–$134,500 / yearThis is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.
Advisory Consultant, RIA Services Commonwealth Financial NetworkAdvisory Consultant, RIA ServicesWaltham, MAPut 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. About Commonwealth 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.
Investment Consultant Lynnfield, MA The Charles Schwab CorpInvestment Consultant Lynnfield, MALynnfield, MAp>Youll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Investment Consultant Burlington, MA The Charles Schwab CorpInvestment Consultant Burlington, MABurlington, MAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Senior Lead Pharmacy Benefits Actuarial Consultant Marsh & McLennan Companies IncSenior Lead Pharmacy Benefits Actuarial ConsultantBoston, MA$150,500–$301,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Fractional CFO B2BcfoFractional CFOBoston, Massachusettsli>Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. Please see the ten reasons we excel at training CFO Consultants at https://www.b2bcfo.com/careers.
Wealth Consultant Voya Financial IncWealth ConsultantBoston, MA$106,180–$132,720 / yearExpectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandRIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorTewksbury, MA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
NewFinancial Advisor -Hudson, MA Edward D Jones & Co LPFinancial Advisor -Hudson, MAMA$45,000–$100,000 / yearp>Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorBurlington, MAp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Financial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding 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.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourp>Successful 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.
Director of Business Strategy/Relationship Manager-SVP Morgan StanleyDirector of Business Strategy/Relationship Manager-SVPBoston, MA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Paraplanner Commonwealth Financial NetworkParaplannerWaltham, MACommonwealth 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. Coaching advisors to quarterback the client relationship with clients, other professionals (e.g., an attorney or CPA), as well as helping advisors focus on the strategic big picture while walking them through planning issues.
Director, Technology and Product CapShift LLCDirector, Technology and ProductMAp>5-7 years of experience in product management, technical program management, and technology operations; preferred that some or all of the experience is in financial services Experience managing technical vendors and outsourced development teams Experience working in Agile product development environments Familiarity with Salesforce Strong project management and cross-functional leadership skills Excellent communication skills and ability to work with both technical and non-technical stakeholders Experience implementing product operations or product development frameworks Strong interest in AI and emerging technologies; experience implementing AI tools across an organizations preferred Comfortable operating in a growing, fast-moving organization Systems thinker who enjoys connecting people, technology, and strategy. The ideal candidate is a technically fluent operator and systems thinker who enjoys working across teams, managing external partners, and helping translate business needs into effective technology solutions.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMARemote$24.03–$26.44 / hourp>Successful 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.
NewController Vaco LLCControllerBridgewater, MA$150,000–$170,000This position ensures the accuracy and integrity of the company’s financial results, leads monthly/quarterly/annual close processes, manages the accounting team, and partners with executive leadership on strategic initiatives, including active M&A activity. 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.
Sr. Director, Accumulation Advice Product Management Teachers Insurance and Annuity Association of America (TIAA)Sr. Director, Accumulation Advice Product ManagementMA$182,000–$230,000 / yearp>_____. Analytical Skills, Collaboration, Continuous Improvement Mindset, Customer Engagement, Data-Based Decision Making, Group Problem Solving, Influence, Innovation, Product Design, Product Management, Product Performance/Improvement Monitoring, Relationship Management, Story Telling.
Nonqualified Deferred Compensation - Plan Consulting and COLI VP Morgan StanleyNonqualified Deferred Compensation - Plan Consulting and COLI VPBoston, MA$110,000–$185,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Merrill Advisor Development Program - Financial Advisor: Wellesley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wellesley MarketWellesley Hills, MA$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.
Director of Finance BerryDunnDirector of FinanceManchester, New Hampshire$100,000–$120,000 / yearAs a strategic and hands-on leader responsible for the financial management, integrity, and sustainability of the organization, this role oversees accounting, budgeting, compliance, reporting, and financial planning while serving as a key thought partner to the Executive Director and Board of Directors. For more than 33 years, NeighborWorks has been a driving force in strengthening New Hampshire communities — expanding access to quality housing, revitalizing neighborhoods, and empowering hardworking individuals and families to build stable, thriving futures.
Part-Time Staff Accountant Opportunity CommunitiesPart-Time Staff AccountantDorchester, MAProcess vendor invoices through Bill.com or accounting systems at least twice weekly, ensuring accurate coding, approvals, and supporting documentation. Summary: Lena Park CDC is hiring a part-time, hybrid Staff Accountant to support the organization’s financial operations by.