Fidelity InvestmentsNewSenior Manager, Advisor Oversight - Alternative Investments Fidelity InvestmentsSenior Manager, Advisor Oversight - Alternative InvestmentsNewton, MA$85,000–$171,000The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
JobotNewFinancial 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.
JobotNewFinancial 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.
JobotNewFinancial 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.
Fidelity InvestmentsNewDirector, Operational Due Diligence - Alternative Investments Fidelity InvestmentsDirector, Operational Due Diligence - Alternative InvestmentsNewton, MA$103,000–$211,000The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
NYL - BostonNewAssociate Financial Advisor NYL - BostonAssociate Financial AdvisorWestborough, MA$80,000–$150,000 / yearWork directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
JobotNewFinancial 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.
Kforce Inc.Controller - Family Office Kforce Inc.Controller - Family OfficeBoston, MA$191,250–$258,750Summary: The Controller will be responsible for building out the financial and accounting organization and will own all financial operations, internal controls, reporting, and coordination with external tax, audit, legal, and investment service providers. Recent prior experience in a single or multi-family office, private equity or hedge fund or accounting firm servicing ultra-high net worth client base .
LeidosNewCivil/Structural Engineer LeidosCivil/Structural EngineerFramingham, MARemote$73,450–$132,775Clients requiring subject matter expertise consulting could include private equity, infrastructure and hedge funds, investment and commercial banks, private developers, legal and financial advisors, original equipment manufacturers, DOE, and EIA, among others. Our services include engineering, planning, project management, construction management, and commissioning for electric power substations and transmission and distribution lines; protection and controls design; and electrification programs.
LeidosNewSenior Civil/Structural Engineer LeidosSenior Civil/Structural EngineerFramingham, MA$92,300–$166,850Clients requiring subject matter expertise consulting could include private equity, infrastructure and hedge funds, investment and commercial banks, private developers, legal and financial advisors, original equipment manufacturers, DOE, and EIA, among others. Our services include engineering, planning, project management, construction management, and commissioning for electric power substations and transmission and distribution lines; protection and controls design; and electrification programs.
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.
Liberty Mutual Holding Company IncCompensation Advisor, Investments - Liberty Mutual Investments Liberty Mutual Holding Company IncCompensation Advisor, Investments - Liberty Mutual InvestmentsBoston, MAServing as a primary liaison to Talent Business Partners, Investments Finance, Investments leadership, and partners across Corporate Compensation and Legal, this role provides market-informed guidance, builds competitive offers, and supports annual compensation processes and key governance discussions. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
Cambridge Public SchoolsCRLS Club Advisor: Investment Cambridge Public SchoolsCRLS Club Advisor: InvestmentCambridgeAdvisors will be paid half of the stipend after the first semester, and the remaining half of the stipend after the second semester. (f) Supervising club activities including all approved field trips and fundraising activities.
Beacon Pointe Advisors LLCSenior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorWellesley, 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.
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 & 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 - West Concord JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West ConcordConcord, MAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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 - 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.
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.
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.
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.
The Toronto-Dominion BankFinancial Advisor Associate - North Andover, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, MA$61,880–$92,560 / hourOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
The Toronto-Dominion BankFinancial Advisor Associate - Lowell, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Lowell, MassachusettsLowell, MA$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorBurlington, MAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
First Command Financial Services, Inc.District 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. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
TM Capital CorpSenior Investment Banking Financial Analyst TM Capital CorpSenior Investment Banking Financial AnalystBoston, MAThis position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.
OsaicManager, Investment Data & Performance Reporting OsaicManager, Investment Data & Performance ReportingBoston, MAWe 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. Monitor and maintain integrations between SS&C Black Diamond and key systems including - Custodians (Schwab, Fidelity, Pershing, etc.), CRM systems such as Salesforce, Financial planning tools such as Right Capital, Private investment platforms including CAIS and Arch.
Fidelity InvestmentsNewVice President, Private Assets Advisor Oversight and Commercial Negotiations Fidelity InvestmentsVice President, Private Assets Advisor Oversight and Commercial NegotiationsBoston, MA$125,000–$258,000 / yearPlease be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Lead Private Assets Advisor Oversight: Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures.
Daley and AssociatesFund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid) Daley and AssociatesFund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid)Boston, MA$85,000–$105,000 / year2-4 years of relevant experience with a leading public accounting firm, fund administrator, or investment advisor, preferably with exposure to private credit, private equity, or closed-end fund structures. Drive continuous improvement initiatives across reporting, reconciliation, and data management processes using enterprise-licensed AI tools (e.g., ChatGPT, Claude, Copilot).
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.
State StreetNewProduct Manager - Client Experience Pathways, VP II - State Street Investment Management State StreetProduct Manager - Client Experience Pathways, VP II - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearState Street Investment Management ("State Street IM," formerly known as State Street Global Advisors or SSGA) is seeking an experienced Product Manager to drive enterprise transformation and deliver scalable, client-centric outcomes across the Client Experience ecosystem. Operating at both strategic and execution levels, the Product Manager translates business vision into actionable roadmaps while ensuring disciplined delivery, operational excellence, and effective risk management.
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.
Andersen Tax LLCTax Senior Manager - Alternative Investment Funds Andersen Tax LLCTax Senior Manager - Alternative Investment FundsBoston, MA$155,000–$245,200 / yearThe Requirements4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience;Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; andProficient use of technology. Senior Managers can expect to:Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.) Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
Andersen Tax LLCTax Manager - Alternative Investment Funds Andersen Tax LLCTax Manager - Alternative Investment FundsBoston, MA$120,000–$190,000 / yearThe Requirements4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience;Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; andProficient use of technology. Managers can expect to:Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.) Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
AndersenTax Senior Manager - Alternative Investment Funds AndersenTax Senior Manager - Alternative Investment FundsBoston, Massachusetts$155,000–$245,200 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
AndersenTax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsBoston, Massachusetts$120,000–$190,000 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
World Insurance Associates, LLC.Wealth Advisor World Insurance Associates, LLC.Wealth AdvisorWestborough, MAFull timeFinancial Planning & Advisory SupportPrepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management. The Paraplanner / Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience for an established and mature client base.
The Toronto-Dominion BankFinancial Advisor - North Andover, Massachusetts The Toronto-Dominion BankFinancial Advisor - North Andover, MassachusettsNorth Andover, MAMaximizes profitability, while ensuring the client receives an exceptional client experience • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners • Executes in thorough manner that is compliant with regulations, policies and procedures • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
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.
Evolve Talent PartnersPrivate Client Relationship Advisor Evolve Talent PartnersPrivate Client Relationship AdvisorBoston, MAWork in close collaboration with Portfolio Management, Strategic Advisory and Operations teams to provide a high-quality, well-integrated service experience to clients. Manage fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients.
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.
Daley and AssociatesTax Associate - Real Estate Investment Management Daley and AssociatesTax Associate - Real Estate Investment ManagementBoston, MAThis is a high-impact role supporting a diverse portfolio of real estate investments, offering strong exposure to REITs, partnerships, and complex tax structures. We’re partnering with a well-established, Boston-based real estate investment firm to add a Tax Associate to their growing team.
Daley and AssociatesTax Partner - Alternative Investments - CPA Firm - Boston - Hybrid Daley and AssociatesTax Partner - Alternative Investments - CPA Firm - Boston - HybridBoston, MA$300,000–$325,000 / yearThis is a direct-admit Partner role (no book required), with consideration for experienced Directors/Managing Directors ready to step up. A national CPA firm is expanding its New England presence and seeking a Tax Partner to lead its Alternative Investments practice.
The Toronto-Dominion BankFinancial Advisor - Quincy, Massachusetts The Toronto-Dominion BankFinancial Advisor - Quincy, MassachusettsQuincy, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
The Toronto-Dominion BankFinancial Advisor - Framingham, Massachusetts The Toronto-Dominion BankFinancial Advisor - Framingham, MassachusettsFramingham, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
The Toronto-Dominion BankFinancial Advisor - Lowell, Massachusetts The Toronto-Dominion BankFinancial Advisor - Lowell, MassachusettsLowell, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
SteerAVP/VP, Technical Due Diligence Advisor - Infrastructure Transactions SteerAVP/VP, Technical Due Diligence Advisor - Infrastructure TransactionsBoston, MA$180,000–$280,000Help drive the growth of the TDD Practice in alignment with broader business objectives, with responsibility for identifying opportunities, driving growth and growing revenue; Act as a technical and thought leader both internally and externally in the market; Collaborate with internal leadership to implement strategic planning, sales, and marketing initiatives. Risk Assessment: Identify and evaluate technical and operational risks of infrastructure assets, including but not limited to, contractual and risk allocation, construction approach and schedule, Operation and Maintenance (O&M) and OPEX, lifecycle plans and CAPEX, and propose mitigation strategies.