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
- ...institutional infrastructure with the agility of an entrepreneurial environmentempowering advisors to focus on clients, growth, and leadership. They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full...SeniorWork at officeLocal areaRemote work
$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
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- 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
$100 per hour
...Senior Finance Consultant: Corporate Strategy & Research (Remote Advisory) Prolific is not just another player in the AI space – we are building... ...we require executive-level insights to validate complex financial data. Please note: This is an invitation to join our...SeniorSelf employmentRemote workWork from homeFlexible hours$90k - $100k
...Senior Associate, Finance (Billing Specialist) Boston, MA... ...Prepare monthly and quarterly financial reporting support for internal... ...ad-hoc inquiries from client advisors and other internal partners... ...custodians, money movement, and/or wealth management operations (...Senior$110k - $130k
...Withum Plus You - that's the Power in the Plus! We are currently accepting applications for a Senior Consultant in Transaction Advisory specifically focusing on financial due diligence. As a Senior Associate you will be a vital member of the team driving project...SeniorWork experience placementWork at officeLocal area$120k - $185k
...professional to support their Corporate Finance team. The role involves financial analysis, client engagement, and project management across... ...advisory assignments. Candidates should have 6+ years in a consulting environment, possess strong communication skills, and be...Senior$80k - $135k
A leading consulting firm based in Boston is looking for experienced professionals in transaction advisory. The role includes supporting client service teams, conducting financial analyses, and preparing reports. Candidates should hold a relevant degree, have over 3 years...Senior$69.8k - $132k
A leading financial consulting firm is looking for a Senior Associate in Boston, MA, focusing on Gaming and Hospitality Financial Advisory. This role requires a BS/BA in Accounting, CPA certification, and a minimum of 2+ years in public accounting. Responsibilities include...Senior$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- A philanthropic organization in Boston seeks a Finance Senior Associate to support its financial and human resource systems. The role involves processing accounts payable and receivable, managing payroll, and supporting budgeting processes. Ideal candidates will have at...Senior
$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$130k - $185k
Ernst & Young Oman is looking for a Senior Associate in the Strategy and Execution - Deal Finance practice. The role focuses on supporting M&A transactions, requiring a blend of analytical skills and business acumen. You'll collaborate with diverse teams to develop effective...SeniorWork experience placement$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- ...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
$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- AgileEngine, LLC. in Boston is seeking a Senior Workday Financials Consultant to enhance its Finance Solution Delivery team. The ideal candidate will possess over 4 years of experience in Workday Financials and a strong understanding of financial processes. Responsibilities...SeniorRemote jobFlexible hours
$103.7k - $155.5k
A leading advisory firm in Boston is seeking a Financial Due Diligence Senior Associate to focus on middle-market transactions. Responsibilities include performing transaction advisory engagements and mentoring associates. The ideal candidate will possess strong financial...Senior$120k - $185k
A leading consulting firm in Boston is seeking a Transaction Advisory professional. The role involves supporting client service teams, analyzing financial data, and preparing reports. Candidates should have 6+ years of experience, a relevant bachelor's or master's degree...Senior$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$90k - $130k
A financial services firm in Massachusetts seeks a Fund Services Senior Associate to support fund finance operations and ensure compliance with best practices. The ideal candidate will possess strong technical accounting expertise, four or more years of relevant experience...Senior$110.5k - $202.7k
...go. Join EY and help to build a better working world. Senior Consultant – Financial Services – Insurance and Actuarial Advisory Services – Modeling... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...SeniorSummer holidayWorldwideFlexible hoursShift work- AgileEngine, LLC. is seeking a Senior Workday Financials Consultant to join their Finance Solution Delivery team. This role will involve hands-on configuration and support across Workday Financials domains and requires 4+ years of experience. The ideal candidate will possess...SeniorRemote jobFlexible hours
$175k - $225k
A private wealth advisory firm in Boston seeks an experienced Senior Financial Planner to manage high-net-worth clients and translate investment strategies into actionable financial planning. The ideal candidate should have at least 10 years of experience, strong knowledge...SeniorFull timeWork at office$90k - $120k
...top professional services firm is seeking a Project Finance & Consulting Senior Associate to join their Boston office. This hybrid role... ...diligence on affordable housing investments and performing financial modeling for real estate projects. The ideal candidate will...SeniorWork at office$120k - $150k
Origin Staffing is looking for a driven Senior Associate for Fund Finance, Accounting, and Valuation within Private Equity in Boston, MA. The role involves fund accounting, investment team collaboration on valuations, and performance analysis. Candidates with 2+ 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
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