Senior Financial Planner & Investment Partner
Voya Financial
Voya Financial in Boston is seeking a seasoned financial professional to deliver personalized planning and investment guidance. The role involves collaborating with our advisory team to develop tailored plans for clients and ensure accuracy across all financial documents. The ideal candidate brings a Bachelor's degree in Finance or related field and at least five years of industry experience with a solid grasp of the investment business, enabling effective client engagement and planning #J-18808-Ljbffr Voya Financial
- Gorra Financial Group in Boston is seeking a skilled financial planner to deliver personalized investment solutions that help clients achieve their long-term financial goals. The ideal candidate will be responsible for providing financial planning support and ensuring the...Senior
- ...advisor to customers. The role focuses on building strong relationships by understanding customers' financial needs and goals while promoting banking, lending, and investment products. The ideal candidate will have a proven sales background, great customer service skills,...SuggestedFull time
- A leading financial institution in Boston is seeking an experienced Private Banker to advise families on managing their wealth. The ideal... ..., and providing comprehensive advice on wealth planning, investments, and banking needs. This role offers competitive compensation,...Senior
$212k - $318k
...We are seeking a Partner, Senior Health Actuary to join our Actuarial and Financial Group (AFG) in Mercer’s Health practice. The location is open. Our Actuarial... ...in risk, reinsurance and capital, people and investments, and management consulting, advising clients in...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$127k - $175k
...Base Range: $127,000 - $175,000 CBIZ is seeking a Senior Finance Business Partner to join the Financial Services (FS) Division's newly established Strategic... ...guidance on business decisions: significant lateral hire investments, office‑level P&L changes, service line launches,...SeniorWork at office- ...Business Finance to lead budgeting, forecasting, and financial planning for the US Commercial Business. You will partner with cross-functional teams to translate data... ...Sales Operations to optimize resources and inform pricing and investments. #J-18808-Ljbffr AstraZenecaSenior
- ...Are you an experienced Senior Wealth Advisor with an established book of business looking for a platform that will help you grow your... ...opportunity for successful advisors who want the resources of a leading investment firm combined with a collaborative, advisor-focused culture...SeniorWork experience placement
- ...currently seeking experienced Senior Wealth Advisors to join... ...relationships with clients. The role partners closely with high-net-worth... ...to develop personalized financial strategies and help clients make... ...access to institutional quality investments, life and legacy planning,...Senior
- ...Senior Finance Associate - Boston, MA If you're Big 4 Individual that is burnt out from... ...Quarterly & annual fund reporting — owning financial statements and close processes for PE... ...Qualifications 2-4 years Public Accounting with investment clients, Fund Accounting or PE/...Senior
- ...leadership. They are seeking experienced Senior Wealth Advisors to join their team in... ...comprehensive planning: retirement, tax, estate, investments, and more Collaborate with in-house... ...: Advisors are supported by dedicated planners, client service managers, portfolio specialists...SeniorWork at officeLocal areaRemote work
$100k - $145k
...Vaco by Highspring has partnered with our client who is looking to hire a Senior Finance Associate to join their team.... ...Associate will support the accounting, financial reporting, and operational... ...for a growing alternative investment platform. This role is responsible...SeniorPermanent employmentWork at officeLocal area3 days per week$60.5k - $104.5k
...Job Description Job Overview As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved... ...portfolios, research recommendations, select suitable investments based on client's investment objectives, tolerance for risk,...SeniorFull timeWork at officeFlexible hours- Landing Point, a leading private investment firm, is seeking a Senior Finance Associate for its Special Situations team to deliver bespoke capital... ...leverage technology to create value. You will prepare financial statements, coordinate with fund administrators and auditors...Senior
$125k - $215k
BRG in Boston is seeking a qualified candidate with strong financial modeling skills for a role involving valuing companies and investments. The ideal applicant will have 6 to 8 years of experience in valuation, preferably with a national accounting or valuation firm....Senior$95k - $110k
...Candidates must have 2-4 years of public accounting or relevant experience, with strong analytical and Excel skills. The role involves financial statement preparation, process automation, and working closely with technology teams. Applicants with a degree in accounting or...Senior- Mass General Brigham Ventures is seeking a Senior Finance Associate to join a collaborative,... ...sciences, finance, and innovation. You'll support financial and operational success of our portfolio of life science investments, partnering across finance, investment, investor...Senior
- Kennison & Associates is seeking an experienced Senior Wealth Advisor to join a global wealth management firm with a strong Boston, MA... ...your client relationships while delivering sophisticated investment strategies to high-net-worth individuals and families, supported...Senior
- Origin Staffing is seeking an experienced associate/senior to join a global private investment firm. The position involves financial reporting, NAV reviews, and valuations for dynamic investment strategies, offering opportunities to work closely with leadership. The ideal...Senior
$95k - $110k
...Capital is one of the world's leading private investment firms. We create lasting impact for our... ...offices on four continents. We partner differently to help people and companies... ...designed to support employees' health, financial security, family needs, and overall well...Senior$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage... ...relationships and develop customized investment strategies. The ideal candidate will... ...health insurance, 401(k) matching, and flexible PTO. #J-18808-Ljbffr Cerity Partners LLCSeniorFlexible hours- Vaco in Boston is looking for a Senior Finance Associate to support accounting and financial reporting for a growing investment platform. This role is pivotal in managing key reporting processes, maintaining internal controls, and ensuring financial accuracy. The ideal...Senior
$100k - $125k
Daley And Associates, LLC is seeking a Senior Finance Associate to join its finance team in Boston. This hybrid role provides... ...credit strategies, covering fund accounting, financial reporting, and investment operations. The ideal candidate will have a Bachelor’s degree...Senior$95k - $110k
Daley And Associates, LLC is seeking a Senior Finance Associate in Boston, MA, to join a leading global investment management firm. This role involves overseeing fund accounting, conducting financial analysis, and enhancing operational efficiencies. The ideal candidate...Senior- Daley And Associates, LLC seeks a Senior Finance Associate for an Alternative Credit Platform in Boston, MA. The role is... ...days in-office) and offers exposure to fund accounting, financial reporting, and investment operations within a growing asset management team. The...SeniorWork at office
- ...medical research institutions, we invest in bold, transformative... ...finance, and innovation. As a Senior Finance Associate, you'll play... ...a key role in supporting the financial and operational success of... ...science investments. You'll partner with colleagues across the finance...SeniorWorldwide
$95k - $110k
Bain Capital in Boston is seeking an accounting professional to manage financial operations for their investment partnerships. The role includes ownership of partnership accounting, overseeing fund transactional activities, and preparing annual tax documentation. Candidates...Senior$100k - $125k
Senior Finance Associate - Boston - Hybrid A leading alternative investment manager is seeking a Senior Associate, Fund Finance, to join its growing finance team. This... ...the opportunity to work across fund accounting, financial reporting, investment operations, and cross-...Senior$100k - $120k
Senior Finance Associate - Alternative Investment Firm in Boston A leading global alternative investment firm with more than $100B AUM is looking to add to... ..., withholding analysis, and investor reporting. Partnering with professionals across finance, legal, tax, compliance...Senior- A financial advisory firm in Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive financial plans.... ...Wealth Advisors to provide tailored strategies in investment and financial planning. This position offers hybrid...Senior
$135k - $180k
A global investment advisor is seeking an Applications Analyst to improve business applications and collaborate with various teams. The... ...position ranges from $135,000 to $180,000 with additional benefits and a discretionary bonus offered. #J-18808-Ljbffr Boston PartnersSenior
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