Senior Wealth Advisor & Financial Consultant
Charles Schwab
A financial services firm in Boston is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You will cultivate lasting relationships while helping clients achieve their financial goals. The ideal candidate has a valid FINRA Series 7 license and a passion for client service. The position offers benefits like 401(k) contributions, paid parental leave, and tuition reimbursement, fostering a culture of growth and professional development. #J-18808-Ljbffr Charles Schwab
- ...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
$140k - $150k
A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager.... ...on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in financial...Senior- A leading global investment firm is seeking a Private Wealth Advisor in Boston to develop client relationships and offer comprehensive wealth management advice. The candidate should have a record of academic and professional achievement along with a minimum of four years...Senior
$130k - $180k
Dormont Manufacturing Co in Boston, Massachusetts is seeking an experienced advisor to manage client relationships and develop customized investment strategies. This role demands 10+ years of industry experience and the ability to independently grow client revenue by providing...Senior$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies. The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series...SeniorFlexible hours$80k - $140k
...Position Summary Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting... ...relationships through active participation in the financial planning process. Responsibilities include creating...SeniorWork at officeLocal areaRemote work2 days per week- A leading financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in Private Banking, strong sales success, and the required financial licenses or the ability to obtain...Senior
- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...Senior
$175k - $225k
...A leading investment advisory firm in Boston is seeking a Senior Financial Planner with at least 10 years of experience in comprehensive financial planning. The role emphasizes fiduciary responsibility, client relationship management, and collaboration across teams. Candidates...SeniorFull timeWork at office- ...About the job Senior Finance Associate - Fund Accounting Senior Finance Associate - Fund Accounting This culture-driven... ...Responsibilities Prepare monthly close and quarter-end financial reporting for multiple-entity investment funds reported on a fair...SeniorWork at officeFlexible hours
$90k - $110k
...Job Overview – Senior Finance Associate (Private Equity) Compensation: $90,000 – $110,000/year + bonus Location: Boston, MA Schedule... ...Partnership Reporting & Close: Own quarterly and year-end accounting and financial reporting for assigned private equity partnerships. Capital...SeniorMonday to Friday- ...Webster Bank group is seeking a Senior Associate to manage existing borrower accounts and support new deal underwriting within the Aerospace... ...experience. This role involves portfolio management, analyzing financial statements, and interacting with senior credit officials. The...Senior
$95k - $110k
...OPPORTUNITY We’re seeking a Senior Finance Associate to support fund accounting oversight... ...to investors. Review quarterly financial statements, management fee and carry calculations... ...3+ years’ experience at an Investment Advisor and/or public accounting role preferred....Senior- ...collaborative and mission-driven team at the intersection of life sciences, finance, and innovation. As a Senior Finance Associate, you'll play a key role in supporting the financial and operational success of our portfolio of cutting-edge life science investments. You'll...SeniorWorldwide
$175k - $225k
...Senior Financial Planner Boston Partners Private Wealth is a boutique Registered Investment Advisor managing approximately $500 million in assets. The firm was founded as a multi-family office serving employees and affiliated families and has since expanded to serve...SeniorFull timeWork at office$80k - $135k
A consulting firm in Boston is seeking professionals for their Transaction Advisory practice. The role involves supporting client's buy and sell side diligence engagements, leading report preparation, and collaborating with various stakeholders. Ideal candidates will have...Senior$95k - $110k
...individual impact, team and firm performance. Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being. Bain Capital is an equal opportunity employer. We are committed to equal...SeniorWork experience placement- BCG Attorney Search is seeking a Senior Corporate Associate Attorney in Boston, MA. This position requires two to five years of experience and offers the chance to work directly with clients on complex corporate matters. The role involves negotiating and drafting corporate...Senior
- ...disability, or protected veteran status. Position Title: Senior Managing Consultant - Corporate Finance - Healthcare Location:... ...analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization...SeniorFull timeLocal area
$120k - $185k
A leading consulting firm in Boston is seeking an experienced professional to join its Transaction Advisory practice. The role involves... ...candidate will have over 6 years of experience in consulting, strong financial modeling skills, and a relevant degree. The position offers a...Senior$125k - $140k
...role focusing on new deal underwriting and portfolio management. You will collaborate closely with senior team members and mentor junior analysts, ensuring sound financial practices and adherence to internal policies. With a required background in finance and...Senior$77k - $202k
...Specialty/Competency: Financial Due Diligence Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up... ...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor...SeniorFull timeH1b$95k - $110k
...legal, HR, compliance, and IT, as well as the firm's outside advisors, including attorneys, banks, custodians, and accounting and tax... ...competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being. Bain...Senior$99k - $155k
A leading alternative investment manager in Boston is seeking a Senior Finance Associate responsible for financial reporting and accounting. The candidate will support the valuation process and work cross-functionally with teams like Investor Relations and Tax. Essential...Senior$80k - $135k
BRG is looking for a Senior Associate in Corporate Finance located in Boston, MA. This... ...restructuring client service teams, executing financial modeling tasks, and preparing client... ...’s in a relevant field and 3+ years of consulting experience. With a salary range of $80,0...Senior$120k - $185k
...role. This position involves teamwork on various assignments, financial statement reviews, and leading client deliverables. Candidates... ...in a relevant field and at least 6 years of work experience in consulting or professional services. The role offers a salary range of $1...SeniorWork experience placement$85.1k - $161.7k
RSM US LLP is seeking a Financial Analyst in Boston, Massachusetts. This role involves executing financial analysis and modeling to support strategic finance initiatives, developing operating models, and assisting with mergers and acquisitions. Candidates should possess...Senior$120k - $215k
The Liberty Mutual Foundation is hiring a Fixed Income Research Associate in Boston. This role involves providing deep analytical information and investment recommendations across High Yield, Leveraged Loans, and Private Credit. The ideal candidate will have 5-10 years...SeniorFlexible hours- ...TwinThread is looking for a Senior Home Lending Advisor to join their energetic team in Boston. In this role, you will serve as the primary contact... ...with various teams, ensuring a seamless customer experience while promoting Chase’s financial products. #J-18808-Ljbffr...Senior
$77k - $202k
...Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals... ..., and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges...SeniorFull timeH1b
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