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.
NewFinancial 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.
Interim Audit/Controls (ICRF) Consultant Vaco LLCInterim Audit/Controls (ICRF) ConsultantMiddleborough, MADetermining 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 by 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; Other business and organizational needs.
Sales Representative / Business Consultant System OneSales Representative / Business ConsultantTaunton, MA$70,000 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewPharmaceutical Supply Chain Planning Consultant RandstadPharmaceutical Supply Chain Planning ConsultantNorwood, MA$70–$70.22 / hourIn this role, you will partner cross-functionally with Manufacturing, Commercial, Clinical, and Product Supply Chain teams to maintain highly executable plans, mitigate risks, and champion data integrity. Master Data & Lifecycle Management: Maintain and validate planning master data (materials, locations, parameters, lead times) in SAP and SAP IBP.
NewEmployment Consultant Best Buddies Int. IncEmployment ConsultantWorcester, MA$44,000–$45,000 / yearJob Description Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.
Financial Advisor New York Life, Coelho Group — BridgewaterFinancial AdvisorBridgewater, MA$60,000–$200,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Financial Consultant TIAAFinancial ConsultantCambridge, Massachusetts$72,700–$95,500 / yearRelated SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: In 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).
Financial Consultant ManulifeFinancial 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.
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.
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.
Sales Account Consultant- Worksite MassMutualSales Account Consultant- WorksiteSpringfield, Massachusetts$92,000–$97,000 / yearAs a Sales Account Consultant supporting our Worksite Voluntary Benefits business, you'll play an important role in helping employers offer benefits that support employees and their families through life's unexpected challenges. As a Sales Account Consultant , you'll work alongside experienced sales professionals to support business growth, strengthen client relationships, and help bring these meaningful solutions to employers across the country.
Insurance and Financial Services Audit Consultant MassMutualInsurance and Financial Services Audit ConsultantSpringfield, MassachusettsIf 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.
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.
Financial Control Consultant MassMutualFinancial Control ConsultantSpringfield, MassachusettsAs a Financial Control Consultant, you will have the opportunity to demonstrate and advance your accounting, reporting, auditing, financial analysis and computer system skills by acting as the primary liaison to Corporate Finance or other financial partners on more complex matters. Monthly and quarterly close processes for insurance accounting; including data quality checks, preparation of journal entries, compliance with regulatory requirements, as well as detailed value-added financial analysis for communication to management.
Financial Management Consultant, Strategic Planning and Delivery (SP&D) MassMutualFinancial Management Consultant, Strategic Planning and Delivery (SP&D)Springfield, MassachusettsKnown for disciplined financial stewardship, transparent governance, and strong cross-functional collaboration, SP&D brings together Workstream Leads, Finance Leads, Insight Leads, and Program Managers who drive execution, manage budgets, and power confident decisions through data, reporting, and actionable insights. We lead the planning, governance, and delivery of enterprise initiatives that accelerate transformation and fuel growth—ensuring the right work is prioritized, tightly aligned to strategy, and delivering measurable value across MassMutual’s portfolio in close partnership with divisional leadership.
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.
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 LifeAudit Consultant, Financial OperationsWellesley, Massachusetts$53,000–$80,700 / yearThis role conducts premium audits, analyzes census and billing data,identifiespremium 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.
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.