Senior Financial Advisor
$100k - $130kUnavailable
CAPTRUST is seeking a Retirement Plan Financial Advisor in Boston, MA to expand their institutional consulting practice. The selected candidate will cultivate client relationships, deliver engaging presentations, and provide fiduciary advice. A Bachelor's degree is preferred along with 10 years of financial services experience. Compensation is between $100,000 to $130,000 plus bonus, with significant growth opportunities. This position entails managing retirement plans ranging from $25 to $500 million in assets. #J-18808-Ljbffr
- ...Join to apply for the Senior Financial Advisor role at MassMutual . 3 weeks ago Be among the first 25 applicants. About Us Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. Headquartered in Boston...SeniorFull timeRemote work
- ...Group in Needham, MA seeks an energetic, organized individual to support a growing advisory practice. You will work with the Senior Financial Advisor to provide investment and financial planning services, while handling paperwork and client communication. The role offers...SeniorTraineeshipLocal area
$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,...SeniorFull timeH1b$99k - $150k
DescriptionKforce has a client in Boston, MA that is seeking a Senior Finance Associate (Private Debt).Summary:This role manages financial reporting and accounting for a prominent, Boston-based private credit manager. As a key contributor, you will oversee compliance and...Senior$390k
We are seeking a counsel or associate with 6+ years of finance experience to join our expanding and high-performing Global Finance group in our Boston office. This position is at the intersection of private credit, fund finance and collateralized loan obligations (CLOs)...SeniorWork at office$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting...SeniorLocal areaVisa sponsorship$95.6k - $188.4k
Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory, Risk & ForensicOur Deloitte Regulatory, Risk... ...clear guidance to othersThe TeamOur Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering...SeniorVisa sponsorship$95k - $110k
...create value for our investors. KEY RESPONSIBILITIESWill include some or all the following:Prepare and review internal and external financial statements, P&L/NAV/allocation packages, investor deliverables, and various challenging and timely ad-hoc requestsCoordinate with...SeniorFull timeWork experience placement$77k - $202k
...transactions and maximise value in their business deals.Those in financial due diligence at PwC will focus on providing strategic advice... ...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor...SeniorFull timeH1b$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SeniorLocal areaVisa sponsorship$90k - $120k
...exciting career opportunity for a Project Finance & Consulting Senior Associate to join the team in our Boston office.CohnReznick is... ...cutting edge tax credit and project finance related due diligence, financial modeling and other services to a range of clients, including...SeniorWork at officeLocal areaFlexible hours3 days per week$115k - $220k
...exposed to leading minds who use economic, financial, and business analysis to solve complex... ...with top consultancies and in senior in-house roles. They offer clients access... ...docketed proceedings. As trusted strategic advisors, we work with stakeholders across the supply...SeniorWork at officeRemote workWork from home3 days per week$116.2k - $229.1k
...Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other... ...processes, with the goal to enhance financial and operational performance, manage financial... ...are seeking a motivated and analytical Senior Consultant to join our Operational...SeniorLocal area$69.8k - $132k
...gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and... ...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice...SeniorFull timeWork experience placementInternshipLocal areaFlexible hours$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals... ...audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$80k - $85k
...materialsReview of quarterly and annual fund financial statements including management fee... ...QUALIFICATIONS1-3 years’ experience at an Investment Advisor and/or public accounting role in a... ...Base Salary $80,000 - 85,000Expected Senior Associate Annual Base Salary $95,000 - 1...SeniorFull timeWork experience placement$124k - $280k
...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...SeniorFull timeH1b- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...net-worth individuals and families to develop personalized financial strategies and help clients make the most informed...Senior
$80k - $135k
...assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for... ...skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or...SeniorWork experience placementLocal area- ..., disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring... ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...SeniorFull timeWork experience placementLocal area
$77k - $214k
...SummaryA career in our State and Local Tax Financial Services practice, within State and... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorFull timeH1bLocal area$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...that improve decision-making, manage risk, and drive financial and operational value.Recruiting for this role ends on 12/31/20...SeniorLocal area- TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships... ...established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward retirement,...Senior
- ...Klarman Family Foundation granted approximately $86 million in 2022 to advance its philanthropic interests. ABOUT THE POSITION The Senior Finance Associate will support the Foundation's finance, benefits, and human resources functions. The ideal candidate will have demonstrated...Senior
$80k - $135k
...Senior Associate - Corporate Finance - Turnaround & Restructuring Join to apply for the Senior Associate - Corporate Finance - Turnaround... ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of...SeniorFull timeWork experience placementLocal area$100k - $145k
...Highspring has partnered with our client who is looking to hire a Senior Finance Associate to join their team. Where: Boston, MA Hybrid,... ...The Senior Finance Associate will support the accounting, financial reporting, and operational finance activities for a growing alternative...SeniorPermanent employmentWork at officeLocal area3 days per week- ...Finance’s healthcare clients. The Managing Consultant position is a senior‑staff level role that requires a motivated problem solver with... ...analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process...SeniorLocal area
$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure...SeniorFull timeWork experience placementInternshipLocal area- ...work; think of Gallagher.OverviewPrimary focus of role is to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, to speak effectively on behalf of the Financial &...SeniorContract workWork at officeLocal area
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