Financial Advisor JobotFinancial AdvisorLynn, 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.
NewPortfolio 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.
NewFinancial Advisor New York Life, Coelho Group — BridgewaterFinancial AdvisorBridgewater, MA$60,000–$200,000 / yearNew York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
Senior Finance Associate - Partner Investments Kforce Inc.Senior Finance Associate - Partner InvestmentsBoston, MA$90,000–$110,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Senior Accountant Kforce Inc.Senior AccountantBoston, MA$115,000–$125,000Responsibilities: The Senior Accountant will perform accounting for multiple entities, investments, real estate, significant asset holdings (multiple classes), trusts and other related businesses for an assigned group of clients. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Internal 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.
National 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.
Install Base Account Manager ComplySciInstall Base Account ManagerBoston, MA$145,000–$165,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. In this role, youll serve as a trusted advisor to an existing portfolio of clients - registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions - helping to align them with our technology and consulting solutions.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBOSTON, MA$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
CLO, Private Credit, & Investment Advisor Lending, Assistant Vice President State Street CorpCLO, Private Credit, & Investment Advisor Lending, Assistant Vice PresidentBoston, MA$90,000–$157,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. The products include Collateralized Loan Obligations (CLOs), Private Credit (BDC and Direct Lending) Facilities, GP level loans.
NewCLO, Private Credit, & Investment Advisor Lending, Senior Associate State StreetCLO, Private Credit, & Investment Advisor Lending, Senior AssociateBoston, Massachusetts$52,000–$91,000 / yearAs an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Work closely with team to continue to develop industry knowledge as well as underwriting and portfolio management skills.
Clo, Private Credit, & Investment Advisor Lending, Assistant Vice President State Street CorporationClo, Private Credit, & Investment Advisor Lending, Assistant Vice PresidentBoston, MA$90,000–$157,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. The products include Collateralized Loan Obligations (CLOs), Private Credit (BDC and Direct Lending) Facilities, GP level loans.
Senior Investment Manager, Separately Managed Accounts FidelitySenior Investment Manager, Separately Managed AccountsBoston, MassachusettsRemoteThe Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. 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.
Senior 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.
Model Portfolio & Strategic Solutions Specialist, Officer - State Street Investment Managment State StreetModel Portfolio & Strategic Solutions Specialist, Officer - State Street Investment ManagmentBoston, MassachusettsThe Global Multi-Asset Solutions & Model Portfolios (GMAS) team is responsible for the commercialization, customization, and delivery of SSIM's model portfolio solutions across RIAs, broker-dealers, platforms, and institutional partners. The successful candidate will work closely with senior members of the GMAS team to support onboarding and growth of custom model portfolio relationships, provide market intelligence and analytical support to model strategists, and contribute to key strategic initiatives across the business.
Senior Vice President, Compliance & Control (Investments Compliance) The Bank of New York Mellon CorpSenior Vice President, Compliance & Control (Investments Compliance)Boston, MAIn this role, youll make an impact in the following ways: Assist the Chief Compliance Officer in developing investment adviser compliance programs and ensuring compliance with all applicable laws, regulations and industry best practices. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The 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.
North America Marketing, Vice President II - State Street Investment Management State StreetNorth America Marketing, Vice President II - State Street Investment ManagementBoston, MassachusettsReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
Financial Advisor Northwestern MutualFinancial AdvisorRockland, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterSharon, MA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).