1,822 Results for

Financial Planning Jobs in Winthrop, MA

Jobs

CFO Jobot

Concord, MA

$200,000–$225,000 / 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 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.

6 days ago

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

Lynn, MA

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

1 day 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.

4 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

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.

5 days ago

Tax Expert - Local Intuit

Mansfield, 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

Tax Expert - Expert Center (Northeast) Intuit

Needham, MA

$27–$41 / hour

30+ 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.

6 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.

6 days ago

Senior 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.

6 days ago

Associate, Transaction Advisory Services Jobot

Boston, MA

$120,000–$150,000 / year
Quick Apply

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.

6 days ago

Construction Project Manager Jobot

Boston, MA

$145,000–$210,000 / year
Quick Apply

This is an excellent opportunity for an experienced construction leader who thrives on managing complex projects, developing high-performing teams, and building strong relationships with clients and project partners. 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.

6 days ago

Tax Expert - On-Site Intuit

Needham, MA

$27–$41 / hour

2 days ago

Tax Expert - Expert Center Intuit

Needham, MA

$27–$41 / hour

2 days ago

Tax Expert - Local Tax Office Intuit

Mansfield, MA

$27–$41 / hour

2 days ago

Tax Expert - Local Branch Intuit

Nashua, NH

$27–$41 / hour

2 days ago

Investment FP&A Analytics Lead MassMutual

Boston, MA

Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves. Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions.

Today

Liquidity Modeling & Analysis Consultant MassMutual

Boston, MA

This individual contributor role will report directly to the Head of Liquidity Modeling & Analysis within MassMutual’s Treasury organization and will have the opportunity to: Improve our modeling capabilities from static snapshots to build a dynamic, forward looking forecasting engine capable of navigating the unique complexities of life insurance cash flows. The Liquidity Modeling & Analysis Consultant is a member of the Liquidity Management Team within the Treasury organization, which is a dynamic team of individuals with diverse backgrounds that are focused on: · Monitoring our daily cash and liquidity positioning, forecasting our cash flow needs, and maintaining our bank relationships to raise funding.

2 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.

14 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.

2 days ago

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Financial Planning Jobs in Winthrop, MA

CFO Jobot

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

Financial Advisor Jobot

Internal Strategic Financial Consultant MassMutual

Financial Analyst Vaco LLC

Tax Expert - Local Intuit

Tax Expert - Expert Center (Northeast) Intuit

Controller Jobot

Tax Accountant Jobot

Senior Tax Accountant Jobot

Associate, Transaction Advisory Services Jobot

Construction Project Manager Jobot

Tax Expert - On-Site Intuit

Tax Expert - Expert Center Intuit

Tax Expert - Local Tax Office Intuit

Tax Expert - Local Branch Intuit

Investment FP&A Analytics Lead MassMutual

Liquidity Modeling & Analysis Consultant MassMutual

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

Corporate Development Lead – Wealth Management MassMutual

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