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
- ...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
- ...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
$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...SeniorFull timeWork at officeFlexible hours$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...SeniorFull time$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$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$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$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...SeniorWork experience placementLocal area$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...SeniorFlexible hours$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...SeniorFull timeWork experience placementLocal area$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$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- ...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...SeniorLocal area
$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...SeniorWork at office3 days per week- ...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...SeniorHourly payContract work
- ...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;...SeniorWork experience placementLocal area
$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....SeniorWork experience placementInternshipLocal areaFlexible hours- ...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...SeniorHourly payContract workWork at office
$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). ~...SeniorWork at officeLocal area$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...SeniorWork experience placement- ...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...SeniorWork at officeRemote work3 days per week
$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...SeniorPermanent employmentFor contractorsWork at officeLocal area3 days per week- ...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...SeniorWorldwide
- ...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...SeniorLocal area
$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...SeniorPermanent employmentWork at officeLocal area3 days per week$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...SeniorWork experience placementWork at officeLocal areaRemote workVisa sponsorship- 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
- ...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
$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...SeniorFull timeWork experience placementWork at officeLocal areaRemote work2 days per week$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...SeniorFlexible hours
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