Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor

TD Bank Group (TD)

TD Bank Group (TD) is seeking a Senior Trust Advisor in Boston, Massachusetts to administer and retain client accounts, build strong relationships, and provide comprehensive financial strategies. The role involves engaging with clients on estate planning, tax matters, and achieving sales goals through effective networking. The ideal candidate will have a Bachelor’s degree, over 7 years of experience, and strong sales and interpersonal skills. This position offers a robust total rewards package, including salary and benefits. #J-18808-Ljbffr

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Boston, MA vacancy
  •  ...Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10...  ...health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr... 
    Senior

    CarData

    Boston, MA
    6 hours ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients... 
    Senior

    Beacon Pointe Advisors

    Boston, MA
    1 day ago
  • $104.6k - $119.6k

    About team / role WEX is seeking a Senior Financial Analyst to support the Corporate FP&A team. This role partners closely with HR, Finance and Legal organizations to drive financial planning, performance management, and operational reporting across a complex and innovation... 
    Senior
    Full time
    Work at office
    Flexible hours

    WEX

    Boston, MA
    4 days ago
  • $100k - $110k

     ...job poster from Atlantic Group The Atlantic Group has partnered with 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 opportunity for a 2‑4 year accounting/audit professional... 
    Senior
    Full time

    Atlantic Group

    Boston, MA
    4 days ago
  • $95k - $110k

     ...Company Overview A leading global private investment firm with approximately $215 billion in assets under management is seeking a Senior Finance Associate to join its Special Situations team. This role will focus on providing bespoke capital solutions and leveraging technology... 
    Senior

    Landing Point

    Boston, MA
    23 hours ago
  • $77k - $202k

     ...Senior Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support... 
    Senior

    PwC (US)

    Boston, MA
    2 days ago
  • $100k - $130k

     ...CAPTRUST is seeking a Retirement Plan Financial Advisor in Boston, MA to expand their institutional consulting practice. The selected candidate will cultivate client relationships, deliver engaging presentations, and provide fiduciary advice. A Bachelor's degree is preferred... 
    Senior

    Unavailable

    Boston, MA
    6 hours ago
  • $80k - $135k

     ...insights and recommendations. Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals. Strong problem solving and project management skills. CFA... 
    Senior
    Work experience placement
    Local area

    LE001 Berkeley Research Group, LLC

    Boston, MA
    2 days ago
  • $110k - $150k

     ...About the Opportunity: Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families...  ..., asking meaningful questions, and becoming a trusted advisor to clients over many years. This is not a cold business development... 
    Senior
    Flexible hours

    Claire Myers Consulting

    Wellesley, MA
    4 days ago
  • $80k - $135k

     ...Senior Associate - Corporate Finance - Turnaround & Restructuring Join to apply for the Senior Associate - Corporate Finance - Turnaround & Restructuring role at BRG . BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive... 
    Senior
    Full time
    Work experience placement
    Local area

    Brg Corp

    Boston, MA
    3 days ago
  • $95k - $110k

     ...professionals from all business units, all internal finance departments, tax, legal, HR, compliance, and IT, as well as the firm’s outside advisors, including attorneys, banks, custodians, and accounting and tax professionals. This role offers broad exposure across Bain Capital... 
    Senior

    Bain Capital

    Boston, MA
    2 days ago
  • $90k - $100k

     ...Senior Associate, Finance (Billing Specialist) Boston, MA Position Summary We are...  ...Respond to ad-hoc inquiries from client advisors and other internal partners Identify and...  ...of custodians, money movement, and/or wealth management operations (preferred). ~ Prior... 
    Senior

    SCS Financial

    Boston, MA
    1 day ago
  •  ...finance excellence – to deliver superior outcomes to BRG Corporate Finance’s healthcare clients. The Managing Consultant position is a senior‑staff level role that requires a motivated problem solver with strong analytical abilities, organizational skills, and a desire to... 
    Senior
    Local area

    Brg Corp

    Boston, MA
    2 days ago
  • $99k - $155k

     ...priorities Demonstrated consistency in meeting deadlines with quality work product Effective communication skills and ability interact with Senior Management and outside parties Strong organizational skills Professional and energetic attitude REQUIREMENTS / QUALIFICATIONS... 
    Senior
    Work at office
    3 days per week

    Audax Private Debt

    Boston, MA
    1 day ago
  •  ...Overview Kforce has a client in Boston, MA that is seeking a Senior Finance Associate (Private Debt). Summary: This role manages financial reporting and accounting for a prominent, Boston-based private credit manager. As a key contributor, you will oversee compliance... 
    Senior
    Hourly pay
    Contract work

    Kforce

    Boston, MA
    3 days ago
  •  ...insights and recommendations; ~ Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals; ~ Strong problem solving and project management skills;... 
    Senior
    Work experience placement
    Local area

    Brg Corp

    Boston, MA
    4 days ago
  • $69.8k - $132k

     ...solving unique finance and operational issues within the Gaming and Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Gaming and Hospitality Financial Advisory.... 
    Senior
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM US LLP

    Boston, MA
    23 hours ago
  •  ...Kforce is partnering with a leading investment client that is seeking a Senior Finance Associate (Private Debt) in Boston, MA.Summary:The candidate will identify a high-caliber professional for their Private Debt accounting and reporting team. This role is central to... 
    Senior
    Hourly pay
    Contract work
    Work at office

    Kforce

    Boston, MA
    1 day ago
  • $90k - $100k

     ...Position Summary We are seeking a Senior Associate to oversee end-to-end billing operations...  ...Respond to ad-hoc inquiries from client advisors and other internal partners Identify...  ...of custodians, money movement, and/or wealth management operations (preferred). ~... 
    Senior
    Work at office
    Local area

    Focus Financial Partners Inc.

    Boston, MA
    2 days ago
  • $80k - $85k

     .... General Qualifications 1-3 years experience at an Investment Advisor and/or public accounting role in a rigorous environment. Relevant...  ...Associate Annual Base Salary $80,000 – 85,000. Expected Senior Associate Annual Base Salary $95,000 – 110,000. Actual base salary... 
    Senior
    Work experience placement

    Bain Capital

    Boston, MA
    6 hours ago
  •  ...opportunity to join a highly collaborative, mission-driven team at the intersection of life sciences, finance, and innovation. As a Senior Finance Associate, you'll play a key role in the operational and financial success of our portfolio of cutting-edge life science... 
    Senior
    Work at office
    Remote work
    3 days per week

    Mass General Brigham Ventures

    Somerville, MA
    23 hours ago
  • $100k - $145k

     ...Vaco by Highspring has partnered with our client who is looking to hire a Senior Finance Associate to join their team Where: Boston, MA Hybrid, 3 days onsite/week Permanent Job Opportunity $100K-$145K Position Summary The Senior Finance Associate... 
    Senior
    Permanent employment
    For contractors
    Work at office
    Local area
    3 days per week

    Vaco

    Boston, MA
    23 hours ago
  •  ...opportunity to join a highly collaborative and mission-driven team at the intersection of life sciences, finance, and innovation. As a Senior Finance Associate, you'll play a key role in supporting the financial and operational success of our portfolio of cutting-edge life... 
    Senior
    Worldwide

    Mass General Brigham (Enterprise Services)

    Somerville, MA
    23 hours ago
  •  ...Senior Associate, State and Local Tax Financial Services A career in our State and Local Tax Financial Services practice, within...  ...team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and... 
    Senior
    Local area

    PwC (US)

    Boston, MA
    1 day ago
  • $100k - $145k

    Vaco by Highspring has partnered with our client who is looking to hire a Senior Finance Associate to join their team. Where: Boston, MA Hybrid, 3 days onsite/week Permanent Job Opportunity $100K-$145K Position Summary The Senior Finance Associate will support the... 
    Senior
    Permanent employment
    Work at office
    Local area
    3 days per week

    Vaco

    Boston, MA
    1 day ago
  • $115k - $145k

     ...clients, be an excellent business partner, and earn the trust of those who rely on us. The Role Great Gray is looking to add a Senior FP&A Analyst to a growing private equity-backed portfolio company. We are seeking a highly analytical, results-driven, and proactive... 
    Senior
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship

    Great Gray

    Boston, MA
    16 hours ago
  • We are looking for a highly analytical and business-oriented FP&A Manager (Individual contributor) to join our Finance team. In this role, you will play a key part in driving financial visibility, supporting strategic decision-making, and helping scale a fast-growing global...
    Senior

    Cynet Security

    Boston, MA
    4 days ago
  •  ...focus on delivering exceptional customer service and providing reliable resources to aid CS in meeting all goals. We are looking for a Senior FP&A Analyst to join the Medford team. The Senior FP&A Analyst plays a key role in driving financial planning, forecasting, and... 
    Senior

    Cambridge Systematics

    Boston, MA
    4 days ago
  • $90k - $100k

     ...explore our opportunities. Discover your purpose. Embrace innovation. Experience #LifeatRealChem. Job Summary We are seeking a Senior Financial Analyst to join our team. As an integral member of the FP&A team, this role will oversee 3 areas a) Revenue Tracking b) Bonus... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    2 days per week

    Real Chemistry

    Boston, MA
    1 day ago
  • $115k - $140k

     ...Position Senior FP&A Analyst Location: Cambridge, MA Job Id: 311 # of Openings: 1 Reports To: Vice President, Head of Finance Role Summary CAMP4 is seeking a dynamic and experienced Senior FP&A Analyst, reporting to our Vice President, Head of Finance, to support financial... 
    Senior
    Flexible hours

    CAMP4 Therapeutics

    Cambridge, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!