Investment & Financial Planning Advisor
Bank of America ATM
A major financial institution in Acton is seeking a Financial Advisor to provide tailored financial advice to clients. Responsibilities include building financial plans, recommending banking and investment strategies, and triaging client requests. The ideal candidate should hold Series 7 & 66 licenses and have experience in the investment industry. This full-time role offers competitive compensation and benefits. #J-18808-Ljbffr
$65k - $80k
Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including... ...and money‑managed solutions Recommends banking and investment strategies that align with client financial goals and...SuggestedTemporary workSummer workMonday to Friday$65k - $80k
Dormont Manufacturing Co is seeking an experienced financial advisor in Acton, Massachusetts, to help clients with their financial goals through... ...Series 7 and 66 licenses, with a strong background in the investments industry and financial services. This position offers an...Suggested- ...of comprehensive wealth management and investment products and services for individuals,... ...-based wealth management, including planning for retirement, education, legacy, and... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$145k - $165k
...analytical and business-oriented Senior Manager / Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting,... ...-versus-buy decisions, manufacturing footprint, automation investments, and operational productivity programs. Monitor inventory...SuggestedFull timeContract workWork experience placementWork at office- ...minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our... ...provide education or resources. We commit to investing in you by strengthening your skills, experiences... ...calls related to our clients 401K plans. In the subsequent months, you will continue...SuggestedHourly payFull timeWork at officeMonday to FridayShift workNight shift
- ...as the primary liaison between Operations and FP&A, driving financial planning, operational analytics, and strategic insights that support... ...stakeholders to deliver accurate modeling, operational reviews, investment analysis, and materials that guide critical business...
- JPMorgan Chase Bank, N.A. is looking for a Private Client Advisor in Westford, MA, to offer comprehensive financial planning and advice to individuals and families. The role emphasizes delivering personalized investment solutions and enhancing client relationships, all...
- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$25 - $27.88 per hour
...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift- ...advice tailored to suit their financial needs. As a Private Client... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...centers, a retirement savings plan, backup childcare, tuition reimbursement... ...mortgages, auto financing, investment advice, small business loans...Full timeImmediate startAfternoon shift
$89.2k - $122k
...Senior Financial Analyst Founded in 2015 to develop the world's first industrially scalable... ...Financial Analyst to support financial planning, operational performance analysis, and... ...to evaluate pricing decisions, capital investments, capacity utilization, customer...$25 - $30 per hour
Personal Banker At Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we're looking for a Personal Banker who understands that operational excellence combined with relationship management is key to helping Northern...Hourly payLocal areaFlexible hoursNight shift$25 - $30 per hour
...hour About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections...Hourly payLocal areaFlexible hoursNight shift- ...and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support...Full timeLocal area
$120k - $185k
...in providing strategic, operational, and financial advice to private equity firms,... ...financial modeling, including scenario planning ~ Financial planning & analysis ~13-... ...clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree...Full timeWork experience placementLocal area- Oracle Cloud Financials Managing Principal Consultant United States Job Description COMPANY BACKGROUND Founded in 2002, Apps Associates... ...performance management, career development, resource planning, and team development initiatives. Drive delivery excellence...Flexible hours
$165k
Job Description Apply knowledge of financial management and accounting functions, processes, and analytical methods and techniques to gather... ...(MAR), Program Management Review (PMR), Acquisition Strategy Plan (ASP), or IPT risk assessments Draft financial data...Contract workWork at office$27 per hour
...us and help make a meaningful impact!Job Description:Pharmacy Financial CounselorNew York Cancer & Blood Specialists (NYCBS)Location: Shirley... ...Advantage, Medicare Supplements, Medicaid NYS and NY Exchange plans) that best meet their needs.Update systems (both Candid and...Temporary workWork at office$27 per hour
Astera Cancer Care is seeking a dedicated Pharmacy Financial Counselor in Shirley, MA, to help patients navigate medication costs and financial assistance programs. This full-time position aims to ensure patients can access vital treatments without financial barriers. The...Hourly payFull time$17.5 - $23.5 per hour
...recommending products and services. Leveraging their product knowledge in every interaction, they identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. Under the direct supervision of the Assistant Manager/Branch Manager or...Hourly payFull timeWork experience placementBank staffWork at officeShift workWeekend work$25 - $27.88 per hour
...engaging clients in the lobby, assisting with transactions via mobile or ATM banking, and building relationships to help meet their financial needs. Candidates should display strong communication skills, a passion for client service, and must be able to manage time...Hourly pay$150k - $350k
A dedicated estate planning firm is seeking an Estate Planning Attorney to join their Sudbury office. The ideal candidate will be licensed... ...in their work, enabling them to focus on being trusted advisors to clients. A competitive salary range of $150,000 - $350,000 yearly...Work at office$47.52k
JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Wayland, MA. You will offer financial planning and advice, supporting clients from various wealth levels. Responsibilities include building client relationships and providing exceptional service. The role...$90.23k
...career journey. Where your co-workers are invested in you and your success. Where you are encouraged... ...CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the...H1b$205.7k - $307.5k
...narrative that reflects the company’s strategy, financial performance, and long‑term value... ...priorities. Own the company’s external investment narrative, ensuring consistency across... ...valuation analysis. Act as a trusted advisor to senior leadership on investor expectations...Full timeWork at office- ...ensuring compliance with requirements, and providing strategic financial insights to support the organization’s goals. Primary... ...documentation and explanations. Record, analyze, and reconcile investment transactions for the Company. Assist with ad-hoc information...
$29.25k - $45k
...Part Time Teller, Acton, MA Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities...Hourly payPart timeWork experience placementWork at officeAfternoon shift- ...are critical to our future, and we will invest in their success by providing educational... ...Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child... ..., payments, cash checking, and other financial transactions. Make decisions alongside...TraineeshipWork at officeImmediate startFlexible hours
$36.01k - $46.22k
Overview It is the responsibility of the Teller to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, achievement of operational excellence...Part timeWork experience placementWork at officeWeekend work- VulcanForms in Harvard, Massachusetts is seeking a Senior Financial Analyst to enhance financial planning and operational performance in a fast-paced manufacturing environment. This critical role involves partnering with multiple departments to improve visibility into plant...
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