NewFinancial 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.
NewTax Advisor JobotTax AdvisorBoston, MARemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewVirtual Wealth Advisor - Boston, MA CitizensVirtual Wealth Advisor - Boston, MAWestwood, MA$65,000–$70,000 / yearn The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
NewEstate and Trust Associate Howland CapitalEstate and Trust AssociateBoston, MA$58,000–$75,000 / yearn Role Description The Estate and Trust Associate will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Administrator is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration.
Senior Investment Advisor Ballentine PartnersSenior Investment AdvisorBoston, Massachusetts$180,000–$265,000 / yearResponsibilities Include: Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.
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.
CRLS Club Advisor: Investment Cambridge Public SchoolsCRLS Club Advisor: InvestmentCambridge, MAAdvisors 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.
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.
Head Of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing Director State Street CorporationHead Of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing DirectorBoston, MA$170,000–$282,500 / yearYou will serve as a trusted advisor to senior business partners, control functions and client-facing teams on legal, regulatory, governance, operational and risk management matters affecting Asset Manager and Insurance Segment clients and related asset servicing products and services, including custody, fund accounting, trustee, fund administration, transfer agency, ETF servicing, collateral services and related back office services. The team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas.
Head of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing Director State StreetHead of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing DirectorBoston, Massachusetts$170,000–$282,500 / yearYou will serve as a trusted advisor to senior business partners, control functions and client-facing teams on legal, regulatory, governance, operational and risk management matters affecting Asset Manager and Insurance Segment clients and related asset servicing products and services, including custody, fund accounting, trustee, fund administration, transfer agency, ETF servicing, collateral services and related back office services. The team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas.
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, Massachusetts$70,000–$118,750 / yearThe 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 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.
Marketing Manager - North America, VP II - State Street Investment Management State StreetMarketing Manager - North America, VP 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.
North America Marketing, Vice President II - State Street Investment Management State Street CorpNorth America Marketing, Vice President II - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearReporting 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.
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.
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MassachusettsEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Wellesley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wellesley MarketWellesley Hills, MA$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Back to search results Merrill Advisor Development Program - Financial Advisor: Wellesley Market Wellesley Hills, Massachusetts; Westborough, Massachusetts; Burlington, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor Northwestern MutualFinancial AdvisorWellesley, 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.