NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / yearInformation 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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
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.
NewTax Preparer JobotTax PreparerNatick, MA$60,000–$90,000 / yearInformation 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. 2+ years of public accounting experience preparing business and individual income tax returns with intermediate to complex tax profiles.
Outside Sales Rep - ROS United RentalsOutside Sales Rep - ROSHopedale, MA$70,000–$110,000 / yearPromote awareness of site services products, technical knowledge and effective selling practices; In cold start markets and/or under-penetrated markets, the ROS sales rep will accelerate revenue and drive education and visibility of our offerings. As a Sales Representative for our Reliable Onsite Services (ROS) division, you will drive profitable revenue in your assigned geography, and act as a single point of contact for ROS products and services.
Sr. Family Office Financial Planner Adviser Investments, LLCSr. Family Office Financial PlannerBoston, MA$115,000–$150,000 / yearThey will be a member of the RWA Family Office Financial Planning team, advising clients with net worths in excess of $10,000,000 on all aspects of financial planning and supporting the team in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships. ESSENTIAL FUNCTIONS: The Family Office Financial Planner will lead clients with planning and analysis in areas including, but not limited to, income taxes, insurance, equity compensation, trust and estate planning, Social Security, Medicare, retirement planning, educational funding, and investment planning.
Assistant Financial Planner/CFP SDL Search PartnersAssistant Financial Planner/CFPBoston, MassachusettsThis role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting). Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances.
New["Retirement Planner - Retirement Benefits Group - MA, Boston (3894)","Retirement Planner - Retirement Benefits Group - MA, Boston (3894)"] Equitable Services["Retirement Planner - Retirement Benefits Group - MA, Boston (3894)","Retirement Planner - Retirement Benefits Group - MA, Boston (3894)"]Boston$250–$1,000Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
New["Associate Planner-Merchandise Planning","Associate Planner-Merchandise Planning"] Rue Gilt Groupe["Associate Planner-Merchandise Planning","Associate Planner-Merchandise Planning"]Boston$60,000–$72,000 / yearExpected Base Salary Range: $60k-$72kSeniority levelAssociateEmployment typeFull-timeIndustryRetailThe above statements are intended to describe the general nature and level of work being performed by employee(s) assigned to this job. As an Associate Planner – Merchandise Planning, you will participate in the development and execution of the merchandising and planning strategies for a merchandise category(ies) to drive top line sales and bottom-line profitability.
New["New Product Planner (Teradyne, North Reading, MA)","New Product Planner (Teradyne, North Reading, MA)"] Teradyne["New Product Planner (Teradyne, North Reading, MA)","New Product Planner (Teradyne, North Reading, MA)"]North Reading$66,500–$95,400 / yearLastly, as an NPIManufacturing Planner, you will be responsible for planning works orders, many multi-level, through our prototype and preproduction builds, which includes managing deviations and engineering change on the product. As an NPI Material Planner, you will be responsible for material deliverables to build new product, ensuring a timely material pipeline for products that span from Prototype through Production release.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, Massachusetts$90,000–$125,000 / yearSalem 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 Solutions Advisor - South Braintree Financial Center Bank of America CorpFinancial Solutions Advisor - South Braintree Financial CenterBraintree, MA$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewFinancial Planner (Boston, MA) Mercer AdvisorsFinancial Planner (Boston, MA)Boston, MassachusettsToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandWoonsocket, RIServices 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.
New["Senior Space Planner & Operations Manager","Senior Space Planner & Operations Manager"] Conditions. Workplace Diversity, LLC.["Senior Space Planner & Operations Manager","Senior Space Planner & Operations Manager"]CambridgeThis role involves working closely with departments on space allocation and execution of faculty arrangements to enhance operational effectiveness. The ideal candidate will have at least 5 years of relevant experience, strong financial management capabilities, and proficiency in Microsoft Office.
NewFinancial Advisor Northwestern MutualFinancial AdvisorMiddleton, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSales Please 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. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
New["Housing Development Planner","Housing Development Planner"] Kinsley Power Systems["Housing Development Planner","Housing Development Planner"]CambridgeKnowledge, Skills, and AbilitiesExcellent organizational and time management skills; ability to manage and prioritize workloads, multi‑task and meet deadlines while working in a fast‑paced environment;Self‑motivated and detail‑oriented; capacity to work independently, and to work collaboratively and cooperatively with colleagues;Ability to exercise good judgment and focus on detail as required by the job;Strong computer skills including proficiency with Microsoft Office software (Outlook, Word, Excel) and familiarity with or ability to master other software applications, programs and data systems relevant to the job;Ability to develop, research, analyze, interpret and communicate written program guidance, requirements, and regulations;Ability to understand and navigate zoning requirements and familiarity with green building/sustainable development practices, programs, and resources;Ability to prepare, analyze, interpret and summarize complex financial projections;Excellent communication skills, both written and oral; ability to communicate with people from all backgrounds in a courteous, compassionate, and professional manner;Commitment to anti‑racism, diversity, equity and inclusion. Essential QualificationsBachelor's degree with 7 years of experience in affordable housing finance and/or development, or comparable professional experience; a Master's degree in real estate finance or development, urban planning, economics, or a related field may be substituted for 2 years of work experience;Experience and expertise in affordable housing finance and/or managing development of affordable housing;Experience with real estate finance and affordable housing capital subsidy programs (e.g., LIHTC, HOME), including familiarity with supportive housing.
Medical Planner Perkins+Will IncMedical PlannerBoston, MA$101,100–$134,700 / yearProfessional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation. We hold fast to our values-diversity, collaboration, and innovation-and we're only half-joking when we tell people to run until apprehended, because we see our studio less like an office and more like a test lab.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterSharon, MA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor - Boston Market Bank of AmericaFinancial Solutions Advisor - Boston MarketBoston, MassachusettsKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.