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Financial Planning Jobs in Wakefield, MA

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CFO Jobot

Concord, MA

$200,000–$225,000 / year
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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. The CFO will serve as a trusted advisor to executive leadership and will play a critical role in evaluating development opportunities, structuring financing, managing capital relationships, and ensuring the organization has the financial infrastructure necessary to support continued growth.

5 days ago

Financial Advisor Jobot

Lynn, MA

$120,000–$200,000 / year
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Since 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.

5 days ago

Financial Planner (Series 7/63 or 65/66) Jobot

Westborough, MA

$120,000–$200,000 / year
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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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

5 days ago

CFO ($50M+ Food/Distribution Company) Kforce Inc.

Boston, MA

$200,000–$250,000

About the Opportunity: A growing, family-owned distribution and food processing company with approximately $50M in annual revenue is seeking a strategic and hands-on Chief Financial Officer (CFO) to join its executive leadership team. The ideal candidate will bring a blend of strategic leadership and day-to-day execution, with experience in manufacturing, food and beverage, CPG, distribution, or other inventory-intensive environments.

6 days ago

Financial Analyst Vaco LLC

BOSTON, MA

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. Determining compensation for this role (and others) at Vaco/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, as well as other business and organizational needs.

2 days ago

Tax Expert - Expert Center (Northeast) Intuit

Needham, MA

$27–$41 / hour

Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).

30+ days ago

Internal Strategic Financial Consultant MassMutual

Boston, MA

Known 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.

1 day ago

VP Finance/Controller Jobot

Canton, MA

$140,000–$150,000 / year
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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. Oversee the preparation of all financial reports, including profit and loss statements, balance sheets, and reports for government regulatory agencies.

5 days ago

Controller Jobot

Norwood, MA

$110,000–$135,000 / year
Quick Apply

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. This is an excellent opportunity for a seasoned professional to take the helm of our financial operations, driving our financial planning, budget management, and cost management in alignment with our company's strategic objectives.

5 days ago

Senior Tax Accountant Jobot

Norwood, MA

$80,000–$100,000 / year
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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. The successful candidate will be responsible for preparing and reviewing corporate tax returns, managing state and local tax obligations, and implementing tax strategies to optimize our financial performance.

5 days ago

Tax Accountant Jobot

Norwood, MA

$80,000–$100,000 / year
Quick Apply

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. The successful candidate will be responsible for preparing and reviewing corporate tax returns, managing state and local tax obligations, and implementing tax strategies to optimize our financial performance.

5 days ago

Associate, Transaction Advisory Services Jobot

Boston, MA

$120,000–$150,000 / year
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Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

5 days ago

Vice President, Transaction Advisory Services Jobot

Boston, MA

$160,000–$215,000 / year
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5 days ago

Managing Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLC

Boston, MA

$120,000–$185,000 / year

The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.

5 days ago

Internal Audit Manager (Global Life-Science Co) Kforce Inc.

Boston, MA

$125,000–$145,000

Position Overview: The Internal Audit Manager will play a key role in strengthening the company's risk management and control environment while partnering closely with business leaders across the organization. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

8 days ago

Corporate Development Lead – Wealth Management MassMutual

Boston, MA

Working closely with the senior leaders of MassMutual’s affiliated distribution and wealth management business, the role will assess opportunities spanning registered investment advisers, wealth platforms, advisor capabilities, client solutions, technology and adjacent businesses, with a focus on strategic fit, advisor satisfaction and strong client outcomes. For wealth management opportunities, Corporate Development works closely with business leaders and subject matter experts across our MMFA financial advisor network, Wealth Management, Corporate Strategy, Finance, Legal, Compliance, Risk, Technology, Human Resources, Treasury, FP&A, Controllers and Tax.

12 days ago

Senior Associate - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLC

Boston, MA

$80,000–$135,000 / year

5 days ago

Consultant - Corporate Finance - Turnaround and Restructuring Berkeley Research Group, LLC

Boston, MA

$90,000–$160,000 / year

The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.#ThinkBRG Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.

5 days ago

Senior Financial Analyst - Financial Planning & Analysis Appcast Inc

Newton, MA

The Senior Financial Analyst - Financial Planning & Analysis will work closely with Finance leadership and cross-functional business partners to drive financial accountability, improve forecasting accuracy, and provide meaningful insights that support strategic decision-making. Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders to monitor hiring plans, vacancy assumptions, organizational changes, and personnel-related spending to ensure alignment with financial plans and company objectives.

30+ days ago

Senior Financial Analyst - Financial Planning & Analysis Appcast

Newton, MA

The Senior Financial Analyst- Financial Planning & Analysis will work closely with Finance leadership and cross-functional business partners to drive financial accountability, improve forecasting accuracy, and provide meaningful insights that support strategic decision-making. Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders to monitor hiring plans, vacancy assumptions, organizational changes, and personnel-related spending to ensure alignment with financial plans and company objectives.

30+ days ago

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Financial Planning Jobs in Wakefield, MA

CFO Jobot

Financial Advisor Jobot

Financial Planner (Series 7/63 or 65/66) Jobot

CFO ($50M+ Food/Distribution Company) Kforce Inc.

Financial Analyst Vaco LLC

Tax Expert - Expert Center (Northeast) Intuit

Internal Strategic Financial Consultant MassMutual

VP Finance/Controller Jobot

Controller Jobot

Senior Tax Accountant Jobot

Tax Accountant Jobot

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Managing Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLC

Internal Audit Manager (Global Life-Science Co) Kforce Inc.

Corporate Development Lead – Wealth Management MassMutual

Senior Associate - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLC

Consultant - Corporate Finance - Turnaround and Restructuring Berkeley Research Group, LLC

Senior Financial Analyst - Financial Planning & Analysis Appcast Inc

Senior Financial Analyst - Financial Planning & Analysis Appcast

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