Financial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. 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.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Boston, MA$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Financial Advisor JobotFinancial AdvisorWestborough, 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.
NewFinancial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, 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.
Financial 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.
NewSr Manager of Accounts Payable, Shared Services JobotSr Manager of Accounts Payable, Shared ServicesDedham, MA$125,000–$150,000 / yearManager of Accounts Payable, you will be responsible for managing a centralized AP team and the full AP lifecycle including, invoice intake and processing, approval workflows, vendor payments (check, ACH, wire), vendor master data and management. 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.
NewFinancial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewBranch Manager, Ameriprise Financial Advisors AmeripriseBranch Manager, Ameriprise Financial AdvisorsProvidence, RIKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
NewTax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesBoston, MA$112,000–$150,000 / yearA Tax 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Financial Associate - Training Provided Rise North CapitalFinancial Associate - Training ProvidedBraintree, MARemoteWe will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesBoston, MA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewTax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesBoston, MA$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Boston, MA$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
NewPatient Services Coordinator AxelonPatient Services CoordinatorWorcester, MA$18–$22 / hourMinimum 1 year of healthcare patient access, patient registration, admissions, scheduling, insurance verification, medical front office, or healthcare customer service experience required. Collect patient financial responsibilities including copays, deductibles, coinsurance, balances, and self-pay amounts.
Senior Accountant Kforce Inc.Senior AccountantNewton, MA$40–$45What we're looking for: The ideal candidate is a proactive, detail-oriented Senior Accountant who can quickly step into a collaborative environment and take ownership of billing, reconciliations, month-end close, financial reporting, and audit support. This role will provide critical support during a planned leave of absence and offers the opportunity to make an immediate impact while working alongside an experienced accounting leadership team.
NewRelationship Banker, Mashpee, MA Santander Holdings USA IncRelationship Banker, Mashpee, MATown of Mashpee, MA12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools.
NewBilingual Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish or Portuguese)Framingham, MA$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Needham, MA$20The individual selected for this role will be expected to work at Store #5697, located at: 1068 Great Plain Avenue, Needham, MA 02492 This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewBilingual Multi-Location Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish or Portuguese)Fall River, MA$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewNational Advisor Consultant AmeripriseNational Advisor ConsultantBoston, MAAs a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include: • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
Mortgage Loan Originator (Brockton Region) North Easton Savings BankMortgage Loan Originator (Brockton Region)Brockton, MAThe essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors®, builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience.
NewInternal Advisor Consultant AmeripriseInternal Advisor ConsultantBoston, MAOur clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.
NewFast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RITo determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsBoston, MA$190,000–$335,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
NewTechnical Director-Data Enablement AmeripriseTechnical Director-Data EnablementBoston, MAIt ensures that technology investments in Snowflake, AWS, and lakehouse architectures result in tangible business value, while building trust and promoting reuse of mission-critical data for investment processes, performance reporting, risk oversight, and client transparency. • 15+ years of experience in data, analytics, or data product leadership, with deep expertise in asset management data domains including ABOR, IBOR, Performance & Attribution, Investments, Holdings, Transactions, and Benchmarks.
NewSenior Data Scientist AmeripriseSenior Data ScientistBoston, MADevelop and implement complex analytical solutions leveraging tools such as predictive modeling, advanced machine learning techniques, simulation, optimization solutions to support Asset Management business objectives. • Competence using advanced statistical methods such as generalized regression models, Bayesian methods, random forest, gradient boosting, neural networks, machine learning, clustering, or similar methodologies.
NewDirector-Technology Delivery and Operations AmeripriseDirector-Technology Delivery and OperationsBoston, MAThis role will drive the full lifecycle of applications and services — from strategy and roadmap through solution delivery, production operations, incident management, and continuous improvement — ensuring solutions are reliable, secure, cost effective, and aligned with business outcomes. • 3-5+ years of leadership experience, including demonstrated success in leading technical teams and executing technical projects within a quality management framework.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs 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.
NewTreasury Management Product Manager Rockland TrustTreasury Management Product ManagerBraintree, MAThis role partners closely with Treasury Sales, Operations, Technology, and Risk teams to drive product performance, vendor management, continuous enhancement, and day-to-day support of treasury solutions that support client needs and generate sustainable fee income. Support the growth and profitability of the Treasury Management product portfolio by identifying opportunities to increase product adoption, supporting pricing strategies, and improve overall revenue performance.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)N/A, MAOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewSenior Full Stack AI Engineer AmeripriseSenior Full Stack AI EngineerBoston, MAThe engineer will work closely with Portfolio Managers, Research Analysts, and Quant teams to translate high-value investment use cases into production-grade agentic solutions deployed on AgentCore. Ameriprise is seeking a Senior AI Automation Engineer to mature and expand our enterprise AI Platform – AgentCore by designing, building, and scaling new AI-driven capabilities that directly support Portfolio Management and Research workflows.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateMA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist The Federal Reserve SystemFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistMAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
NewLife Services Financial Services Representative Bank of America CorpLife Services Financial Services RepresentativeRiverside, RI$25–$27 / hourWe 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. Back to search results Life Services Financial Services Representative Lincoln, Rhode Island; Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Services Representative The Moody Street GroupFinancial Services RepresentativeNewton, MASSACHUSETTSThe Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices.
Strategic Account Executive - Financial Services WorkivaStrategic Account Executive - Financial ServicesMassachusetts$212,000–$344,000 / yearThe Strategic Account Executive will work closely with internal partners, including Solution Sales, Solution Engineering, Customer Success, Services, Partners, and Marketing, to develop and execute account strategies that support multi-solution growth across Workiva’s largest Financial Services customers. Success in this role will be measured by the ability to create and execute strategic account plans, expand Workiva’s presence across existing relationships, generate new subscription growth, and drive broader adoption of the Workiva platform through software, services, delivery, and training opportunities.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerMA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. Within our Tax practice, you will assess state and local tax burdens and recommend strategies that align with clients'' business objectives, addressing issues such as unclaimed property, income and franchise tax, and employment tax.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Providence, RIWorking within a vibrant and passionate team of recruitment and sales professionals, you will bring your energy and thrill of the hunt to fuel our growth managing key accounts and driving the acquisition of new business opportunities in Banking, Financial Services and Insurance sector. Headquartered in the Washington, D.C. metro area, Cynet Systems is an award-winning and one of the fastest-growing workforce solutions companies that help our clients realize their talent potential through custom staffing & recruiting solutions.
Account Executive – Financial Services SageAccount Executive – Financial ServicesProvidence, RIWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Financial Services Contact Center Team Lead SS&C Technologies Holdings IncFinancial Services Contact Center Team LeadBraintree, MA$24–$37.63 / hourThe Financial Services Contact Center Team Lead provides high-quality support for mutual fund transaction processing while delivering a strong customer experience. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Academic Services Specialist/Financial Aid - Quincy College Quincy CollegeAcademic Services Specialist/Financial Aid - Quincy CollegeQuincy, MALocation: Quincy, MA Category: Staff Job Type: Full-time Posted On: Tue Jun 30 2026 Job Description: POSITION SUMMARY: Under the direction of the Associate VP, the Academic Services Specialist/Financial Aid is responsible for day-to day activities to administer and oversee of the Federal, State and Institutional Student Aid including but not limited to the certification of Private loan programs, processing of loan applications; entrance and exit counseling or Master Promissory Notes (MPN) for groups and individuals. The Financial Aid Specialist is a student facing role, who also works closely with our Enrollment team.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)MAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)MAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring IMCS Group IncConsultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RICompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Solution Sales - Financial Services FICOSolution Sales - Financial ServicesWork from Home, MassachusettsRemoteCollaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. Enterprise Solution Sales Expertise: A track record of structuring and closing complex, multi-million-dollar deals, including SaaS-based solutions that expand existing offerings or integrate into larger solution bundles.
Client Service Specialist - Ameriprise Financial Advisors - Newton MA AmeripriseClient Service Specialist - Ameriprise Financial Advisors - Newton MANewton, MassachusettsGeneral administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
Enterprise Account Executive- Financial Services ApplauseEnterprise Account Executive- Financial ServicesMassachusettsFocus on Business Development and Account Management to maximize Applause’s revenue and profitability potential by up-selling to existing clients, driving renewal revenue and ensuring client satisfaction; Involvement in kickoff meetings, major milestone meetings, and opportunistic participation where senior client decision makers are present. Sales Leadership – Strategic sales approach, creates value for clients and adds to the company’s capabilities and reputation; Maintains a thorough understanding of Applause’s product offerings and tailoring its presentation to meet the needs of different types of organizations.
Admin Assistant - Financial Services - Quincy - Hybrid Daley and AssociatesAdmin Assistant - Financial Services - Quincy - HybridQuincy, MA$70,000–$110,000 / yearAdmin Assistant - Financial Services - Quincy - Hybrid A growing Boston-area alternative investment firm is seeking an organized, proactive Administrative Assistant to support daily office operations and provide administrative support to senior leadership. If you're looking to join a dynamic investment firm where you can make an immediate impact while supporting a high-performing team, we'd love to hear from you.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesWorcester, MARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.