Strategic Financial Solutions Advisor
Bank of America
Bank of America in Cambridge, MA seeks a financial professional to provide tailored financial guidance and develop client relationships. You will triage leads, refer to internal partners, and meet clients to review goals and recommend appropriate products and services. The role requires pursuing required licenses, strong time management, and collaboration in a fast-paced environment. Some positions may involve SAFE Act mortgage lending duties and background checks. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, build plans, and recommend...SuggestedMonday to Friday
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$124k - $280k
...helps clients optimise and align financial planning, consolidation,... ...enterprise performance management solutions that help clients modernize... ...capabilities and enable more strategic, data-driven finance... ...relationships and serve as a trusted advisor across finance transformation...SuggestedFull timeH1b$91.1k - $179.5k
...Summary Retirement & Wealth Provider Solutions ConsultantOur Human Capital practice is... ...and align talent strategies with their strategic visions. Our practice is renowned for... ...includes dedicated practitioners with deep financial services industry experience where we...SuggestedLocal area$28.85 - $33.65 per hour
...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startShift workDay shift$85.1k - $161.7k
...seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout...Full timeWork experience placementInternshipLocal area$28.85 - $33.65 per hour
...At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office- The Opportunity:Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant—where you’ll bring hands-on financial leadership and rigorous oversight to a high-impact strategic spend portfolio. Your work will directly strengthen value realization...Full timeWork experience placementWork at office
$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The...Work at officeMonday to FridayShift workDay shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Managing Director - Business Risk Advisor LeadFinancing and Portfolio... ...'s Financing and Portfolio Solutions franchise, which includes... ...businesses. The role will establish strategic direction, provide credible... ...qualifications15+ years of financial services experience, including...Full timeWork at officeFlexible hours
$175k - $225k
...DepartmentFranklin Templeton Investment Solutions (FTIS) brings together investment, research... ...Solutions team combines expertise in strategic and dynamic asset allocation, glide path... ...plan sponsors, consultants, recordkeepers, advisors and other institutional clients.Serve as...Work at officeLocal area$120k - $225k
...global capital markets. Our investment solutions, tailored to the unique return and risk... ...RISK MANAGEMENTActing as an independent advisor to ensure the integrity of the investment... ...detail combined with a solutions-oriented, strategic mindsetSolid judgment, intellectual...Full timeRemote workFlexible hours1 day per week$102k - $163k
...business owners operate, increase sales, engage customers, and keep employees happy. The Strategic Finance team is responsible for providing data-driven insights to inform strategic, financial, and operational decision-making across the company. We are seeking a Senior...Work at officeLocal area- ...United States Digital Space LLC in Massachusetts is seeking a client-focused financial advisor to deliver comprehensive financial planning, mortgage guidance, and tailored investment solutions to clients in Belmont, Jamaica Plain, and Newton. You will triage client needs...
- ...Enterprise Solutions Consultant At Leapwork, we are at the center of the most important... ...the world's most respected brands across financial services, pharma, manufacturing, and... ...of-value engagements, all culminating in strategic playback to executive audiences. Success...Local areaShift work
$170k - $252.5k
...forThe Managing Director, Alternatives Data Solutions, will lead a transformative effort to... ...analytics and data delivery through strategic data management and innovative solutions... ...Accounting Operations, Business Unit CFO, Financial Planning and Analysis, Product, Global Delivery...Full timeTemporary workWork at officeFlexible hours- Citizens Bankers role at Citizens Bank focuses on building lasting relationships with customers by offering trusted financial advice. You’ll help with banking needs and introduce digital options for transactions. The position emphasizes strong communication, problem solving...Weekend workAfternoon shift
$80k - $135k
...BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams,... ...Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction...Full timeWork experience placementLocal area$120k - $185k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management... ...(T&R) Strategic Performance Solutions (SPS) Retail Performance... ...to become a trusted and reputable advisor Qualifications: ~ Bachelors...Full timeWork experience placementLocal area$90k - $160k
...BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams,... ...Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction...Full timeWork experience placementLocal area- ...Investment Advisor Our latest partner is a rapidly expanding Registered Investment Advisor... ...hire a dynamic investment advisor with financial planning experience. Responsibilities... ...closely with colleagues on strategic planning and on social media campaigns....Work at officeLocal areaRemote workFlexible hours
- ...Associate to serve as the face of the branch. You will build trusting relationships with customers, offering sound financial advice and tailored solutions for spending, saving, borrowing and investing. You’ll promote digital banking, work with Wealth Management and Mortgage...
$84.4k - $110k
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as... ...retaining assets. Develops and implements strategic and tactical plans with strong considerations...Work experience placementWork at office$174k - $245k
...OverviewThe Director of Credit Risk Solutions Consulting leads a team of... ...of TransUnion's Trusted Advisor strategy, the team combines deep... ...efficiency, supports strategic growth priorities, and strengthens... ...Risk Management, Analytics, or Financial Services, including...Full timeWork experience placementWork at office2 days per week$77k - $202k
...our people in deals focus on providing strategic advice and support to clients in areas such... ...value in their business deals.Those in financial due diligence at PwC will focus on... ...services- Analyze intricate issues and develop solutions- Mentor and guide junior team members-...Full timeH1b$310k - $365k
...regulations.Draft, review, and negotiate complex financial agreements and related documentation.... ...and other financial activities.Provide strategic legal advice to clients in the... ...trends.Support the development of innovative solutions to address client challenges.The Successful...
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