Financial Planner Jobs in Boston, MA

CohnReznick LLP

Boston, MA

Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.

Santander Holdings USA Inc

$56250 - $102500 Per year

Peabody, MA

See Santander Privacy Policy at https://tbcdn.talentbrew.com/company/1771/v3_0/pdf/2022-SANUS-Employee-Privacy-Notice-12-21-2022-Final.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Holds frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.

Edward Jones

$38500 - $100000 undefined

Arlington, MA

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. Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

Suffolk University

Boston, MA

Provides high-level long and short-term planning financial analysis support for senior management by performing complex financial and scenario analysis and modeling and analyzes trends in financial data. Reporting to the University Budget Director this position is responsible for providing high-level support to the Chief Financial Officer & Treasurer and the AVP of Financial Planning in budget development and complex financial analysis in support of University mission and goals.

Creative Financial Staffing

$100000 - $110000

Cambridge, MA

As a key member of the operational management team, the role provides financial guidance to support decision-making, evaluates financial systems and procedures, and recommends improvements to enhance controls and efficiency. The Role: The Accounting Manager opportunity involves overseeing the accounting team and managing all finance operations for U.S.-based entities, including month-end and year-end closings, budgeting, and forecasting.

Creative Financial Staffing

$115000 - $130000

Dedham, MA

Creative Financial Staffing is partnered with a real estate company seeking a Finance Manager to join their team. About the Company Seeking a Finance Manager: Operating for 100+ years and serving 1,500+ residents .

Creative Financial Staffing

$175000 - $200000

Boston, MA

Review purchase price allocations, quarterly performance stock unit and warrant valuations, Hypothetical Liquidation Book Value calculations for our equity method investment in joint venture, E.P.S calculations and quarterly assessment for indicators of impairment. Reporting to the CAO, the Director/VP of Technical Accounting and Reporting will have “hands-on” responsibility for all aspects of the company’s financial reporting process, including, but not limited to review of financial results and quarter end workpapers; the preparation/review of the 10K, 10Q & other SEC filings and supporting schedules; preparation of the earnings release; SOX compliance.

Fidelity TalentSource LLC

Boston, MA

FFO further supports AM business lines and boards by providing financial expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.\u00A0 This role is a highly collaborative position which requires regular active engagement with the President of the Asset Management Division, the Asset Management senior team, and other senior leaders throughout the firm.\u00A0

The Hollister Group, Inc.

Boston, MA

Our Accounting & Finance Staffing team is currently looking to speak with candidates who would be a good fit for roles with the specifications below: Responsibilities:Perform daily cash management activities such as scheduling cash, short-term investing, and wire transmission. We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the needs of our candidates and our clients.