JobotNewFinancial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Boston, MA$100,000–$140,000 / 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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
JobotNewFinancial Advisor JobotFinancial AdvisorMilford, MA$130,000–$140,000 / 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. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
bdo consultingTax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesBoston, MA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Company ConfidentialFinancial Advisor Company ConfidentialFinancial AdvisorBoston, MAFull timeServe as a primary point of contact for assigned clients, delivering ongoing financial advice and supportConduct client meetings to assess financial goals, risk tolerance, and investment objectivesDevelop and maintain personalized financial plans, including retirement, investment, and wealth strategiesMonitor client portfolios and recommend adjustments based on market conditions and client needsEducate clients on financial products, strategies, and market trends in a clear and professional mannerMaintain accurate client documentation and ensure compliance with regulatory requirementsCollaborate with internal partners to deliver a seamless client experienceSupport client onboarding, account maintenance, and periodic reviews. Bachelor’s degree in Finance, Business, Economics, or a related field preferredActive Series 65 license required1–3+ years of experience in a financial advisory, wealth management, or client?facing financial roleStrong client relationship and communication skillsAbility to explain financial concepts to clients with varying levels of financial knowledgeHigh level of professionalism, integrity, and attention to detail.
Adviser Investments, LLCFinancial Planner Adviser Investments, LLCFinancial PlannerNewton, MA$85,000–$120,000 / yearOrganization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.
Equitable Financial Life Insurance CompanyRetirement Planner - Retirement Benefits Group - MA, Boston (5203) Equitable Financial Life Insurance CompanyRetirement Planner - Retirement Benefits Group - MA, Boston (5203)boston, MA$250–$1,000Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights •Client Engagement Cultivate and expand your network within established markets •Products and Services Consultation Educate clients on our diverse financial products and services demonstrating how these solutions can be tailored to meet their unique needs •Client Service and Implementation Analyze and organize client data ensure confidentiality prepare and implement appropriate products & services •Work-Life Balance Flexible schedule to maximize productivity and personal time •Location Working outside the office in local schools and municipalities Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional 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 Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional 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 Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Equitable ServicesNewRetirement Planner - Retirement Benefits Group - MA, Boston (3894) Equitable ServicesRetirement Planner - Retirement Benefits Group - MA, Boston (3894)Boston, MA$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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorMiddleton, Massachusetts$61,000–$250,000 / yearNorthwestern 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.
SDL Search PartnersNewRemote Wealth Planner (CFP Path) - Growth & Planning SDL Search PartnersRemote Wealth Planner (CFP Path) - Growth & PlanningBoston, MARemoteResponsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team.
Rockefeller Capital ManagementNewSenior Tax Planner Rockefeller Capital ManagementSenior Tax PlannerBoston, Massachusetts$225,000–$250,000 / yearComprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.
Commonwealth Financial NetworkPlanner, Conference and Events Commonwealth Financial NetworkPlanner, Conference and EventsWaltham, 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. Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement.
The Fountain Group LLCPharma Meeting & Congress Planner The Fountain Group LLCPharma Meeting & Congress PlannerCambridge, MA$65–$70.70 / hourThe Meeting & Congress Planner Contractor will support the planning and execution of internal meetings, external engagements, and congresses across North America Commercial therapeutic areas, with a primary focus on congress management and execution. This role will partner closely with internal stakeholders, external vendors, and industry associations to support seamless delivery of high-quality programs while ensuring compliance with all corporate, financial, legal, regulatory, and travel policies.
TeradyneProduction / Material Planner (Teradyne, N. Reading MA) TeradyneProduction / Material Planner (Teradyne, N. Reading MA)North Reading, MA$77,600–$124,100 / yearATTENTION APPLICANTS WITH DISABILITIES: If you’re unable to access our on-line application due to a disability you may visit one of our locations or our Corporate Office at 600 Riverpark Drive, North Reading, MA and request a paper application form. Opportunity Overview: The NPI Production/Material Planner is responsible for ensuring timely material availability for new product builds from prototype through production release.
GTT, LLCSenior Store Planner GTT, LLCSenior Store PlannerMarlborough, MAAssists Store Planning Management in training and providing technical guidance to Store Planners and outside consultants with regards to implementation of planning guidelines and chain specific prototype requirements for new stores, relocations, expansions, remodels, and special projects for designated Client chains. In conjunction with Store Planning Manager, assigns projects for all new stores, relocations, expansions, remodels and special projects for designated Client chains to Store Planning associates and outside consultants.
FormlabsSupply Chain Planner FormlabsSupply Chain PlannerSomerville, MA$90,000–$140,000 / yearAt Formlabs, we’re building the tools that make it possible for anyone to bring their ideas to life, from cutting-edge products to life-saving medical devices. Our 3D printing technology powers innovation at more than 50,000 industry leaders worldwide, including Apple, Google, Tesla, New Balance, and NASA.
Porter Novelli IncSenior Vice President OR Vice President, Strategic Planner - Healthcare Porter Novelli IncSenior Vice President OR Vice President, Strategic Planner - HealthcareBoston, MA$140,000–$180,000 / yearOur combination provides more of what clients need right now: teams with deeper sector expertise, faster access to solutions, and the precision to handle complex, mission-critical assignments. -Building Together- Fleishman Hillard and Porter Novelli are coming together as one integrated agency under the Fleishman Hillard banner, bringing together two industry-leading teams to create something even stronger.
WayfairNewMedia Planner, Senior Associate WayfairMedia Planner, Senior AssociateBoston, MARemote$83,500–$92,250 / yearYou will manage day-to-day workflow across a high volume of campaigns, coordinating closely with analytics, creative, and channel execution teams to deliver on-time, high-quality launches. Ensure consistency in planning assumptions, channel roles, and budget allocation across campaigns, proactively identifying gaps or errors and course-correcting.
ShawmutSenior Planner Scheduler ShawmutSenior Planner SchedulerBoston, Massachusetts$140,000–$180,000 / yearWe’ve been honored as a National Fortune Best Workplace, a Fortune Best Workplace for Women, Millennials, and Parents, and one of America’s Best Employers by Forbes—along with numerous regional recognitions across our 15 offices nationwide. As our business continues to grow with large projects currently underway and a significant pipeline into 2026, we are adding several new hires to support our active and upcoming work.
The Bulfinch GroupNewFinancial 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.
Ameriprise Financial IncFinancial Advisor Ameriprise Financial IncFinancial AdvisorMiddleton, MA$48,000–$60,000 / yearYou'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
Commonwealth Financial NetworkSenior Financial Advisor, House Accounts Commonwealth Financial NetworkSenior Financial Advisor, House AccountsWaltham, MACustomer Service: Advisors are responsible for all functions of client relationship maintenance, including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails, and proactive client outreach. 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.
CAPTRUSTFinancial Advisor - Retirement Plans CAPTRUSTFinancial Advisor - Retirement PlansBoston, Massachusetts$100,000–$130,000 / yearAs a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorBurlington, MASuccessful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
OsaicFinancial Advisor OsaicFinancial AdvisorBoston, MA$100,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
JPMorgan Chase & CoU.S. Private Bank - Wealth Strategist - Executive Director JPMorgan Chase & CoU.S. Private Bank - Wealth Strategist - Executive Directorboston, MAJob Responsibilities Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding Work with advisors to develop business opportunities with new and existing clients Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making Present in an easily digestible, conversational manner Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagementsRequired Qualifications, Skills and Capabilities Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues Strong financial planning knowledge in regards to cash flows, decision making, and goals‐based planning and process driven engagements Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) Willingness to travel regularly throughout J.P. Morgan Private Bank's East RegionPreferred Qualifications, Skills and Capabilities Strong presentation skills in one-on-one and group meetings Ability to coach colleagues, client advisors and clients Ability to comfortably use analytics to provide guidance to clients in a compelling manner Ability & experience in understanding clients' financial situations and personal circumstances Strong ability to liaise with local and U.S. leadership JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Rockland TrustPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAFull timeAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor, Reading, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor, Reading, MAReading, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Medford, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Medford, MAMedford, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - West Concord JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - West ConcordConcord, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore MarketBoston, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MAWayland, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAMattapan, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
First Command Financial Services, Inc.NewDistrict Advisor First Command Financial Services, Inc.District AdvisorBurlington, MAThe District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building—with the ability to scale a business, develop leaders, and unlock uncapped growth potential. As a DA, you will operate as an independent business owner and registered principal, leading a team of financial advisors serving military families while driving the growth and performance of your own district.
ConfidentialNewAssociate Vice President and Wealth Advisor ConfidentialAssociate Vice President and Wealth AdvisorBoston, MAAssociate Vice President and Wealth AdvisorAbout the CompanyPremier investment advisor & managerIndustryInvestment ManagementTypePrivately HeldAbout the RoleThe Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients.
Northern TrustInvestment Associate Northern TrustInvestment AssociateBoston, MAFull timeThe Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties: Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Bank of America CorpNewPortfolio Mgr III Bank of America CorpPortfolio Mgr IIIBoston, MA$135,600–$300,000 / yearKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. 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.
Corebridge Financial IncRetirement Plan Consultant - Boston, MA Corebridge Financial IncRetirement Plan Consultant - Boston, MABoston, MAHigh school diploma or GED required; Bachelors Degree preferred • Series 7, Series 66 preferred and appropriate state insurance licenses required • CFP, ChFC or similar designations desirable • Must have excellent presentation skills • Bilingual Spanish/English skills a plus. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Sentinel GroupParaplanner Sentinel GroupParaplannerWakefield, MAFull timeWith a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities.
Professions IncLead Tax Advisor - Boston Professions IncLead Tax Advisor - BostonBoston, MA$130,000–$160,000 / yearAdvanced proficiency with Windows and productivity tools (MS Office, Excel, Adobe Acrobat) and the ability to ramp quickly on new platforms such as CCH Axcess Tax, BNA Tax Planner, and research resources (e.g., RIA Checkpoint, BNA portfolios or equivalent). We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter expert and leader of the tax client service function.
Northpointe BankBranch Manager Northpointe BankBranch ManagerBOSTON, MARemote$40,000This is a hands-on mortgage leadership role — ideal for a proven producer who is passionate about originating loans, recruiting and developing Loan Officers, and building a profitable, compliant mortgage operation. We’re hiring a Producing Branch Manager to organize and manage a Mortgage Loan Production Team, driving sales growth while ensuring compliance, customer satisfaction, and team development.
Geometric Wealth Advisors(Remote) Tax Senior Associate Geometric Wealth Advisors(Remote) Tax Senior AssociateBoston, MARemoteFull timeTax planning/consulting:Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients (e.g., clients with stock-based compensation, self-employed clients with fluctuating cashflows, and clients with multiple sources of income). The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax Senior Associates) and collaborate with our Wealth Advisors and Financial Planning team to serve our approximately 250 (and growing quickly) client families.
LeadlingSr. Loan Officer/Team Leader - MA LeadlingSr. Loan Officer/Team Leader - MAFramingham, Massachusetts$100,000–$300,000Building and managing realtor referral partnerships using the Leadling CRM, including lead pipeline management, automated follow-up, co-marketing, and landing page/funnel creation. As part of our dynamic mortgage lending division, you will benefit from robust operational support and access to the Leadling CRM and business development system, empowering you to grow realtor referrals and scale your team.
New England Heritage PropertiesNewRecruiter & Human Resources Lead New England Heritage PropertiesRecruiter & Human Resources LeadLowell, MAFull timeKey ResponsibilitiesBuild and maintain a proactive pipeline of qualified candidates across property management, construction, asset management, accounting, finance, and corporate functions. We are searching for a Recruiting & Human Resources Lead that will ensure Heritage Properties consistently attracts, hires, and retains top talent across every division of the organization.
AECOMChemical Warfare Material Program Manager AECOMChemical Warfare Material Program ManagerBoston, MA$150,000–$200,000 / year5+ years’ experience managing CWM task order work for USACE Huntsville Center strongly preferred + Demonstrated ability to manage projects to scope, schedule, and budget + Knowledge of project financial accounting, reporting, and controls + Excellent communication and interpersonal skills, including both oral and written + Organizational management skills and ability to perform detail-oriented work + Experienced on MMR programs, including CWM and advanced geophysical classification + Experience managing CWM projects for the USACE Huntsville Center and/or Redstone Arsenal. **Qualifications** **MINIMUM REQUIREMENT** + BS/BA in engineering, environmental science, soil science, geology and or an earth science-related field + 10+ years’ experience, including 2 years of leadership, as a Project Manager of federal projects and or demonstrated equivalency of experience and /or education + Due to the nature of the work, US citizenship is required **PREFERRED REQUIREMENT** + USACE MMRP experience performing CWM remediation operations.
Vestmark, Inc.Advisor Support Specialist Vestmark, Inc.Advisor Support SpecialistWakefield, MA$65,000–$72,000 / yearIn this client-facing role, you will serve as a trusted partner to Financial Advisors, managing day-to-day inquiries while orchestrating cross-departmental projects that drive long-term client satisfaction and retention. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Suffolk Construction Company, Inc.AI Systems Engineer Suffolk Construction Company, Inc.AI Systems EngineerBoston, Massachusetts$152,000–$222,600 / year
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Boston, MA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Boston, MABoston, MAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.