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Financial Planning Jobs in Wakefield, MA

Jobs

Senior Associate, Experience Planning Mediabrands Worldwide Inc

Boston, MA

$40,000–$75,000 / year

Humanizes targets through empathic audience analysis, leveraging a variety of tools and resources to paint a robust, actionable picture of priority audiences from data. Experience successfully managing individual deliverables, previous involvement in developing and managing media programs and responding to the flow of client media-related needs.

30 days ago

Financial Advisor - St. Mary's Bank LPL Financial

Manchester, New Hampshire

MARY’S BANK supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.

14 days ago

Director Financial Planning & Analysis, Family Office Audax Group

Boston, MA

$205,000–$235,000 / year

With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. . This individual serves as the principal financial point of contact for the family, overseeing recurring reporting cycles, tax strategy execution, investment diligence and administration, and supporting estate and wealth transfer planning in close partnership with outside tax, legal, and investment advisors.

30+ days ago

Retirement Plan Consultant - Burlington, MA Corebridge Financial Inc.

Boston, MA

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. 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.

30+ days ago

Manager, Project Controls, Planning & Scheduling (hybrid schedule) Eversource Energy

Westwood, MA

$157,320–$174,800 / year

Works with various departments including but not limited to Project Management, Engineering, Operations, Contract Administration, Procurement, Materials Management, Construction Vendors to ensure overall consistency of schedules are in alignment with corporate goals and strategies. Experience: 10 to 12 years of related experience preferred with (5) years' experience minimum as a Project Manager, accountant, financial business analysts in a business involved with managing large complex multi-year projects is desirable.

30+ days ago

FP&A Tech, Anaplan Director PricewaterhouseCoopers LLP

Boston, MA

$155,000–$410,000 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . In this role at PwC, you will mentor the next generation of leaders and actively collaborate across the PwC Network, leveraging collective strengths to convert market opportunities into successes for the firm.

30+ days ago

Director of Budgeting, Planning, & Analysis - Curry College Curry College

Milton, MA

Location: Milton, MA Category: Staff Job Type: Exempt Posted On: Fri Oct 16 2026 Job Description: Under the supervision of the Executive Vice President for Administration and Finance/CFO, the Director of Budgeting, Planning, & Analysis is responsible for overseeing the prospective financial management functions. Also responsible for financial and predictive analysis and benchmarking while supporting the Finance Office"s complex accounting functions.

16 days ago

Financial Analyst Guardian Life

Boston, MA

$82,770–$135,975 / year

This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number.

7 days ago

Director, Financial Operations- BLH Medical Group Lahey Hospital and Medical Center

$150,000–$165,000 / year

Oversees the coordination and timely completion of regular financial reports and presentations to the hospital or clinical unit leadership team on month-end performance, budget status, projections, and strategic planning. The Director, Financial Operations is a member of the Beth Israel Lahey Health (BILH) system Services Finance team, reporting directly to the hospital or clinical unit CFO or the Assistant CFO (ACFO).

26 days ago

Senior Finance Business Partner (Clinical), Cambridge, MA Isomorphic Labs

Cambridge, MA

By harnessing AI’s powerful capabilities, we can use it to model complex biological phenomena to help design novel molecules, anticipate how drugs will perform and develop innovative medicines to treat and cure some of the world’s most devastating diseases. Vendor Oversight & Advisory: Partner with Clinical Operations and Procurement during RFP processes to evaluate, benchmark, and negotiate budgets with clinical vendors.

26 days ago

Head of Supply Chain Planning & Logistics Roslin Cell Therapies Ltd

Hopkinton, MA

The Head of Supply Chain Planning & Logistics provides direct leadership for all sourcing and supply chain related activities including material and production planning and scheduling, warehousing/inventory control as well as operations and logistics. Oversee the total inventory management process including but not limited to: cycle counts, full physical inventory counts, posting counts, confirming tolerance ranges, recording variances, generating Zero Reports, performing inventory investigations when needed or required.

12 days ago

Senior Engineer, Distribution System Planning (hybrid schedule) Eversource Energy

$129,450–$143,830 / year

Technical Knowledge/Skill/Education/Licenses/Certifications: Technical Knowledge/Skill: Working knowledge of electric simulation software models and power distribution systems analysis, including load-flow, transient, and 8760-hours simulation. Essential Functions: Identifies Distribution System problems involving multiple feeders and substations, leads and conducts scenario-based planning studies, evaluates alternatives and recommends appropriate solutions to ensure a reliable distribution system.

30+ days ago

Financial Solutions Advisor - South Shore Market Bank of America Corp

Quincy, MA

$70,000–$80,000 / year

Key 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. Back to search results Financial Solutions Advisor - South Shore Market Quincy, Massachusetts; Sharon, Massachusetts; Boston, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago

Associate Analyst, Finance Planning Analog Devices

Wilmington, Massachusetts

ADI combines analog, digital, AI, and software technologies into solutions that combat climate change, reliably connect humans and the world, and help drive advancements in automation and robotics, mobility, healthcare, energy and data centers. For positions requiring access to technical data, Analog Devices, Inc. may have to obtain export licensing approval from the U.S. Department of Commerce - Bureau of Industry and Security and/or the U.S. Department of State - Directorate of Defense Trade Controls.

19 days ago

Senior Financial Analyst- BILH Pharmacy - Remote Lahey Hospital and Medical Center

Westwood, MA

Remote

$85,280–$115,128 / year

Customer Service: Ability to provide a high level of customer service to patients, visitors, staff and external customers in a professional, service-oriented, respectful manner using skills in active listening and problem solving. Actual compensation is determined based on several factors, that may include seniority, education, training, relevant experience, relevant certifications, geography of work location, job responsibilities, or other applicable factors permissible by law.

30+ days ago

Financial Solutions Advisor - Northern MA Market Bank of America

Billerica, Massachusetts

US - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Beverly - 17 Enon St - BEVERLY BC (MA6136), US - MA - Billerica - 464 Boston Rd (MA6139), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Chelmsford - 2 Summer St - CHELMSFORD BC (MA6154), US - MA - Concord - 52 MAIN ST - CONCORD CENTER BC (MA6128), US - MA - Wilmington - 390 Main St - WILMINGTON BC (MA6146). Key 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.

4 days ago

Associate Regional Vice President Wealth Enhancement Group Acquisition

Boston, MA

Remote

$175,000–$225,000 / year

Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.

30+ days ago

Financial Analyst Vinfen Corp

Cambridge, MA

Established in 1977, Vinfen is a nonprofit, health and human services organization and a leading provider of community-based services to individuals with mental health conditions, intellectual and developmental disabilities, brain injuries, and behavioral health challenges. Vinfen''s 3,500 dedicated employees are experienced, highly-trained professionals who provide a full range of supportive living, health, educational, and clinical services in over 550 sites throughout Massachusetts and Connecticut.

30+ days ago

Vice President/Associate Vice President Capital Planning & Facilities Management Eli Lilly and Company

Boston, MA

$241,500–$354,200 / year

Our current groups include: Africa, Middle East, Central Asia (AMECA), Black Employees at Lilly (BE@Lilly), Chinese Culture Network (CCN), EnAble, Evolve, Lilly Indian Network (LIN), Organization of Latinx at Lilly (OLA), Pride (LGBTQ+ Allies), Veterans Leadership Network (VLN) and Women's Initiative for Leading at Lilly (WILL). Headquartered in Indianapolis, Indiana, our over 50,000 employees around the globe take on complex challenges to discover and deliver life-changing medicines, strengthen how health is understood and managed, and support the communities we serve.

23 days ago

Financial Counselor, Newton Wellesley Hospital Brigham and Women's Hospital

Newton, MA

$19.81–$28.30 / hour

The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. Assists patients in obtaining financial assistance (i.e. Medicaid, drug replacement), outside assistance (i.e. transportation or other community services) and ensures appropriate forms completion.

26 days ago

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Financial Planning Jobs in Wakefield, MA

Senior Associate, Experience Planning Mediabrands Worldwide Inc

Financial Advisor - St. Mary's Bank LPL Financial

Director Financial Planning & Analysis, Family Office Audax Group

Retirement Plan Consultant - Burlington, MA Corebridge Financial Inc.

Manager, Project Controls, Planning & Scheduling (hybrid schedule) Eversource Energy

FP&A Tech, Anaplan Director PricewaterhouseCoopers LLP

Director of Budgeting, Planning, & Analysis - Curry College Curry College

Financial Analyst Guardian Life

Director, Financial Operations- BLH Medical Group Lahey Hospital and Medical Center

Senior Finance Business Partner (Clinical), Cambridge, MA Isomorphic Labs

Head of Supply Chain Planning & Logistics Roslin Cell Therapies Ltd

Senior Engineer, Distribution System Planning (hybrid schedule) Eversource Energy

Financial Solutions Advisor - South Shore Market Bank of America Corp

Associate Analyst, Finance Planning Analog Devices

Senior Financial Analyst- BILH Pharmacy - Remote Lahey Hospital and Medical Center

Financial Solutions Advisor - Northern MA Market Bank of America

Associate Regional Vice President Wealth Enhancement Group Acquisition

Financial Analyst Vinfen Corp

Vice President/Associate Vice President Capital Planning & Facilities Management Eli Lilly and Company

Financial Counselor, Newton Wellesley Hospital Brigham and Women's Hospital

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