Wealth Planning Associate
$85k - $90kRoyal Bank of Canada
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever‑changing market environment, our professionals must be adaptable and thrive in a collaborative, team‑driven culture. Our people are our number one priority, and with a wealth of learning and career development opportunities, a world‑class training facility, and leading market tools, we help our people continue to grow both professionally and personally. Salary: $85,000 - $90,000 per year Responsibilities Participate with project teams for complete engagements, following leading practices and coordinating resources Contribute/Lead design and blueprinting sessions for SAP BPC, SAP Group Reporting, and SAP Analytics Cloud (SAC) implementations. Leverage industry specific knowledge to identify complex client issues and build long‑term business relationships with key executives through engagement delivery and networking in professional organizations Review business processes and advise clients on system services available for SAP BPC, SAP Group Reporting, and SAP Analytics Cloud (SAC) application Contribute thought leadership to the development and evolution of our Enterprise Performance Management (EPM) methodologies and intellectual capital including publishing articles, whitepapers, or performing research in support of EPM initiatives Experience in Power & Utilities industry preferred Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications A minimum of three years of BPC, Group Reporting, and/or SAC related experience with a professional services advisory firm or publicly traded company and experience leading and delivering full life cycle implementations Bachelor's degree from an accredited college/university; MBA or MIS from an accredited college/university is preferred Experience in process reengineering, designing and implementing business performance management applications including budgeting, forecasting, planning, consolidation, and reporting Functional knowledge of IFRS and GAAP accounting standards and requirements as well as experience with SAP BW, Fiori, Analysis for Office, HANA Studio. Practical knowledge of FI‑CO and additional SAP modules to help support planning and consolidations Experience with governance, controls, process and procedures, centers of competency, change management, conceptual data modeling, master data management, data standardization and stewardship, information integrity and compliance, and data quality management Ability to travel as needed Must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa) KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role for which they are qualified and of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #J-18808-Ljbffr
- ...Wealth Planning Associate As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development program designed to prepare you for a future career as a Financial Advisor. This role offers a unique opportunity to build deep technical...SuggestedWork at officeLocal areaFlexible hours
- ...Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking...SuggestedRemote work
$60.5k - $104.5k
...Job Description The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development program designed to prepare you for a future career as a Financial Advisor. This role offers a unique opportunity to...SuggestedFull timeWork at officeLocal areaFlexible hours- Masis Professional Group is hiring a Financial Planning Associate in Boston, MA. The role involves working with a Senior Client Advisor to support... ...collaborative team environment and opportunities for career growth in wealth management. #J-18808-Ljbffr Masis Professional GroupSuggested
- ...financial advisory firm in the Boston area is seeking an experienced Associate Wealth Advisor to join its team. The role focuses on creating... ...relationships. Responsibilities include developing financial plans, mastering investment strategies, and ensuring compliance. A...Suggested
$60k - $125k
Focus Partners is looking for an Associate Wealth Advisor in Needham, Massachusetts. This role involves supporting clients in financial planning processes, developing personalized strategies, and collaborating with Wealth Advisors. A Bachelor's degree and Series 65 or equivalent...Remote jobWork at office2 days per week- ...fulfilling career. Join us as a Sr. Wealth Planner Brown Brothers Harriman is... ...the Boston RM team by reviewing estate planning documents, preparing materials for client... ...communities by actively participating in legal associations, community-based organizations, charity...Local area
$60.5k - $104.5k
RBC Capital Markets, LLC is offering a Wealth Planning Associate position within a structured 24-month development program aimed at preparing candidates for a career as a Financial Advisor. The role emphasizes building expertise in financial planning while supporting Financial...$125k - $200k
...Overview A leading financial services firm specializing in wealth management is seeking a Wealth Strategist to join their Sales & Marketing team. The role focuses on developing wealth planning strategies for high-net-worth and ultra-high-net-worth clients. Responsibilities...- ## Wealth Strategist: High Net Worth Estate & Business PlanningPostulerremote type: Sur... ...delivering financial, trust and estate planning services as well as identifying opportunities... ...ancillary activities as well as those associated with asset growth and revenue generation...Temporary workWork at officeLocal areaWork from homeFlexible hours
- A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team. This role focuses on financial planning without sales pressure and offers unlimited growth potential. Responsibilities include generating client reports,...Remote job
- Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating in client meetings, and building community relationships. Required qualifications...
$115k - $150k
A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over... ...various financial areas. Responsibilities include leading financial planning, collaborating with external advisors, and implementing...Work at office- Goldman Sachs in Boston seeks a Private Wealth Advisor (PWM) to grow client relationships and lead analyses across portfolios, risk and asset allocation. You will monitor macro trends and collaborate with internal researchers to inform investment decisions. The role requires...
$80k - $284.05k
## Senior Wealth Strategist - PNC Private BankApplylocations: MA - Boston (02110)time type... ...and implements tax, estate and financial plans for clients, including those of the... ...provide direction to wealth strategists and associates.* Retains and grows assets under management...Full timeTemporary workPart timeWork experience placementWork at office$124.28k - $186.16k
TD Bank in Boston is seeking a Wealth Strategist to provide high net worth estate and business planning services. This role involves developing financial plans and collaborating with the Wealth team to deliver exceptional client service. The ideal candidate will have extensive...$159.6k - $296.4k
...the company’s success. Location Senior Wealth Strategist within PNC’s Private Bank organization... ...and implements tax, estate and financial plans for clients, including those of the... ...direction to wealth strategists and associates. Retains and grows assets under management...Temporary workWork experience placementWork at office$137.4k - $240.4k
Overview At Northern Trust, the Wealth Strategist / Client Development Sales Executive is a key business development sales role to support... ...and execution of a goals‑driven approach to wealth management planning. You will identify prospective clients, share Northern Trust...Local area- ...MA. The role focuses on financial analysis, developing financial plans, and supporting performance reporting while fostering strong... ...relationships. The ideal candidate has 3-5 years of experience in Wealth Management, holds relevant FINRA licenses, and is committed to exceptional...
- Landing Point, a leading financial services firm in Boston, is seeking a Wealth Strategist to join their Sales & Marketing team. The role emphasizes developing wealth planning strategies for high-net-worth clients. Ideal candidates will possess over 5 years of experience...
- ...households in Boston. This role requires 10+ years of financial planning experience and CFP® certification. You will deliver... ...insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr Cardata
$115k - $130k
CFA Institute in Boston is looking for a Senior Investment Associate to support the Multi-Manager Investment Program. You will conduct due... ...a competitive salary between $115,000 and $130,000, medical, dental, vision, and a 401(k) plan. #J-18808-Ljbffr CFA Institute- ...personalized financial guidance to clients. This role involves advising clients, managing relationships, and supporting ongoing financial planning while operating in a fiduciary capacity. The ideal candidate will hold an active Series 65 license and have experience in...
$90k - $140k
...financial analyses. With a strong commitment to client-focused service, you will utilize your 4+ years of experience in financial planning to drive successful outcomes. The ideal candidate will hold an undergraduate degree and a professional designation such as CFP®. We...$100k - $125k
...Retirement Plan Advisor Essential job responsibilities include but are not limited... ...diversity, equity, and inclusion among all IMA associates Uses consultative sales approach to... ...options and offers guidance based on IMA Wealth's best in class list Under moderate...Temporary workInternshipLocal areaFlexible hours- Zs Associates is seeking a Strategy Insights & Planning Associate Consultant to join their Insights & Analytics Capability Group in Princeton, NJ. The role involves supporting the delivery of Patient Support Services technology solutions and requires 3-6+ years of experience...
$62.85k - $104.75k
...support Manulife and John Hancock’s business objectives across Wealth & Asset Management and Canada Segment. This role supports the end... ...consistent event experiences. Position Responsibilities Event Planning & Execution Plan and execute logistics for meetings,...Contract workTemporary workWork at officeFlexible hours$99k - $130k
...AUVs). You will be responsible for demand forecasting, inventory planning, purchasing, and ensuring accurate material flow through our... ...decision‑making Develop and maintain processes within MRP and associated master data Support strategic sourcing initiatives and make/...Flexible hours$200k - $250k
...team and help high net worth retirees make smarter retirement tax planning decisions. This is NOT a traditional financial advisor role.... ...services partners specializing in retirement tax planning and wealth strategy solutions. Position Overview: As a Senior Wealth...For contractorsRemote workFlexible hours$140k - $170k
RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance...Work at office
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