Senior Wealth Advisor & Financial Planner
Dedham Sa
South Shore Bank is seeking a Financial Advisor in Weymouth, MA to provide comprehensive financial guidance and investment advice, helping clients achieve their wealth goals and retirement planning objectives. The role emphasizes building client relationships, presenting tailored plans, and collaborating with banking colleagues to expand wealth management services. A strong background in investment products, regulatory compliance, and a client-focused approach is essential. #J-18808-Ljbffr Dedham Sa
- ...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
$80k - $135k
..., disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring... ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...SeniorFull timeWork experience placementLocal area- A leading grocery retailer is seeking a Financial Analyst to provide financial analysis and reporting for their FP&A team. Located in Quincy, MA, this role involves executing planning processes, preparing financial reports, and collaborating with functional teams to set...Senior
$390k
We are seeking a counsel or associate with 6+ years of finance experience to join our expanding and high-performing Global Finance group in our Boston office. This position is at the intersection of private credit, fund finance and collateralized loan obligations (CLOs)...SeniorWork at office$76.32k - $127.21k
...find the ingredients you need at LPL Financial to shape your success while... ...a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design... ...Planning. Maintain knowledge of all Wealth Planning offerings. Engage with...SeniorFull timeWork at officeWork from home$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,...SeniorFull timeH1b$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SeniorLocal areaVisa sponsorship$77k - $202k
...transactions and maximise value in their business deals.Those in financial due diligence at PwC will focus on providing strategic advice... ...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor...SeniorFull timeH1b$115k - $220k
...exposed to leading minds who use economic, financial, and business analysis to solve complex... ...with top consultancies and in senior in-house roles. They offer clients access... ...docketed proceedings. As trusted strategic advisors, we work with stakeholders across the supply...SeniorWork at officeRemote workWork from home3 days per week$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship$69.8k - $132k
...gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and... ...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice...SeniorFull timeWork experience placementInternshipLocal areaFlexible hours$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b$80k - $85k
...materialsReview of quarterly and annual fund financial statements including management fee... ...QUALIFICATIONS1-3 years’ experience at an Investment Advisor and/or public accounting role in a... ...Base Salary $80,000 - 85,000Expected Senior Associate Annual Base Salary $95,000 - 1...SeniorFull timeWork experience placement$124k - $280k
...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...SeniorFull timeH1b- ...Join to apply for the Senior Financial Advisor role at MassMutual . 3 weeks ago Be among the first 25 applicants. About Us Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. Headquartered in Boston...SeniorFull timeRemote work
$100k - $110k
...a Top 10 private equity firm in Boston, as they look to hire a Senior Finance Associate with a focus on Private Credit. This is an excellent... .../audit professional with a strong understanding of credit and financial markets. Compensation range: $90‑110K + bonus + profit sharing....SeniorFull time- Rockland Trust is seeking an experienced commercial lending professional to originate and service a broad portfolio of loans and lines of credit, including commercial real estate financing. You will interview applicants, assess credit quality, and structure financing within...Senior
- Maria Weston Chapman Middle School in Weymouth, MA seeks a Lead Administrative Assistant to the Principal for a full-year assignment. The role supports the Principal and Associate Principal, manages schedules, communications, and school records, and ensures smooth operation...Senior
$80k - $135k
...assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for... ...skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or...SeniorWork experience placementLocal area$77k - $214k
...SummaryA career in our State and Local Tax Financial Services practice, within State and... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorFull timeH1bLocal area$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$80k - $135k
A financial services firm based in Boston is seeking a Senior Associate for its Valuation team. The role requires strong financial modeling skills, management of junior staff, and the ability to present analyses to clients. The ideal candidate will have 2-4 years of valuation...Senior$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure...SeniorFull timeWork experience placementInternshipLocal area$120k - $185k
...is looking for experienced professionals for a Transaction Advisory role. This position involves teamwork on various assignments, financial statement reviews, and leading client deliverables. Candidates should have a Bachelor's or Master's degree in a relevant field and...SeniorWork experience placement- Toast is seeking a Senior Associate in Strategic Finance to support international go‑to‑market efforts, partnering with International sales, onboarding, and marketing leaders to forecast topline and expenses and track them against plan. You’ll build models, analyze performance...Senior
- ...Job Description Job Description Looking for a Senior Associate, Leveraged Finance with 5 – 7 years of experience in Leveraged Finance... ...conducting independent research. Build and oversee complex financial models and mentor junior team members responsible for financial...Senior
- FTI Consulting is seeking a Senior Consultant for its Investment Administration and Reporting subpractice within Real Estate Solutions. The role focuses on outsourced accounting, financial reporting support, and US GAAP compliance for public and private clients, including...SeniorRemote job
- About The RoleThe FP&A Senior Analyst is a key partner to Finance leadership and the wider business, driving data-driven decision making... ..., management reporting, and variance analysis, and builds the financial models and insights that shape strategic and operational...SeniorTemporary work
- ...Managing Consultant with at least seven years of relevant experience in finance and consulting. This senior role involves contributing to client teams, conducting financial analyses, and preparing client deliverables. Candidates should have strong analytical and...Senior
$128k - $252.5k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Financial Planner. Be the first to apply!


