Financial Services Professional - Hybrid
$80k - $100k6AM City, LLC
Job Description Your Career Path – Why Baystate Financial? Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be comprehensive financial planning ranging from investments to insurance and helping your clients with their full financial picture. You will create customized financial plans suitable for each client based on potential life changes and changing financial needs. You will also help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. What you get! No experience is needed, we will fully train you with a road‑to‑success roadmap. We will reimburse you for any study materials and licensing. Potential earnings; If you follow the roadmap to success you can potentially earn anywhere from $80,000 - $100,000 annually. Compensation: $80,000 - $100,000+ at plan commission Responsibilities: Client Acquisition & Marketing Discovery Case Development & Analysis Financial Plan Presentation Implementation Ongoing Service Qualifications: A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred. #J-18808-Ljbffr 6AM City, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Professional - Hybrid in Boston, MA vacancy
$50 - $70 per hour
Corporate Staff Accountant - Boston, MA (Hybrid) We are currently seeking candidates for a Corporate Staff Accountant opportunity with a leading financial services firm based in Boston, MA. This role sits within the Corporate Accounting organization and will support key...SuggestedContract workImmediate startRemote work$50 - $70 per hour
Senior Accountant - Corporate Accounting - Boston, MA (Hybrid) We are currently seeking candidates for a Senior Accountant role with a leading financial services firm located in Boston, MA. The Senior Accountant will be embedded within the Corporate Accounting Organization...SuggestedContract workImmediate startWork from homeMonday to Friday3 days per week- A financial services firm based in Boston is seeking a Staff Accountant to join their team on a hybrid work model. This full-time position involves crucial accounting tasks such as month-end and year-end closes, account reconciliations, and financial reporting. The ideal...SuggestedFull time
$120k
KBW Financial Staffing & Recruiting in Boston is searching for an Investment Tax Accountant... ...team amid organizational growth. This hybrid role requires 3 days in the office and offers... ...in public accounting or financial services. Proficiency in tools like Excel and Alteryx...SuggestedWork at office- Manulife is looking for a dedicated professional to join the Personal Investing team in Boston, Massachusetts... .... Candidates should have significant financial services experience and relevant licenses. The position offers a hybrid work arrangement, a competitive salary, and...Suggested
$65k - $85k
A financial services organization in Boston is seeking a Middle Office Associate to support investment clients... ...between $65,000 and $85,000, and follows a hybrid work model with generous benefits including PTO and professional development opportunities. #J-18808-Ljbffr...Work at office$100k - $125k
...Finance Associate - Boston - Hybrid A leading alternative... ...work across fund accounting, financial reporting, investment operations... ...private equity, or financial services Strong understanding of U.S.... ...motivated accounting or finance professional looking to deepen their...$110k - $125k
..., Fund Finance Boston, MA | Hybrid (3 Days In-Office: Monday-Wednesday... ...supporting fund accounting, financial reporting, fund operations,... ...Operations, and Investment professionals Contribute to process... ..., hedge funds, or financial services Strong understanding of investment...Work at office$80k - $85k
...Capital | $80K-$85K Base | Hybrid Location: Boston, MA We are... ...Assist with quarterly GAAP financial reporting and annual audit processes... ...fund accounting, financial services, or corporate finance... ...finance leadership and investment professionals Strong mentorship and...- ...Senior Finance Associate to support accounting and financial reporting for a growing investment platform.... ...must have strong knowledge of GAAP, financial services experience, and advanced Excel skills. Vaco offers a hybrid work model with competitive compensation and benefits...
$80k - $85k
...Private Equity Firm | $80K-$85K Base | Hybrid Location: Boston, MA We are... ...Partner entities and work closely with professionals across the firm. Responsibilities Support... ...1-2 years of accounting experience Financial services, partnership accounting, fund accounting...- A financial services recruitment firm is looking for a Financial Reporting Associate in Boston to join a high... ...Public Accounting exposure. This position offers a hybrid work environment, bonuses, and opportunities for professional growth. J-18808-Ljbffr SDL Search Partners
$60k - $125k
...and collaborating with Wealth Advisors. Candidates should have a Bachelor's Degree and at least 2 years of financial service experience. The position offers a hybrid work schedule with flexibility, and the annual salary ranges from $60,000 to $125,000. Additional...- A financial services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth advice... ...years of experience in financial services. The position offers a hybrid work model, with 3 days in-office and 2 days remote. #J-18808...Work at officeRemote work
$60k - $125k
...to enhance client relationships through personalized financial strategies. Responsibilities include developing... ...Series 65 within 120 days, and 2+ years of financial services experience. The position offers a hybrid schedule and compensation ranging from $60,000 to $1...$60k - $70k
...prominent educational institution is seeking a Financial Aid Counselor in Boston, MA, offering a... ..., providing exceptional customer service, and advising on payment options. Candidates... ...FAFSA and utilizing Ellucian Banner. A hybrid work schedule is available, allowing for...Work at officeRemote work- A financial services firm in Boston is seeking a Client Services Analyst - Fund Accounting to join their growing team. This hybrid position involves managing client inquiries, ensuring daily Net Asset Values are accurately calculated, and preparing financial reports. The...
- A financial services company is seeking an Investment Operations Specialist to join their growing team in Boston, MA. The role is hybrid and involves processing securities trades, monitoring trade discrepancies, and coordinating cash flows. Candidates should have a Bachelor...
- A leading global professional services firm is seeking a Financial Services Senior in Boston to deliver innovative actuarial solutions to top property and casualty... ...offers a competitive salary, flexible vacation policy, and hybrid work model. #J-18808-Ljbffr Ernst & Young OmanFlexible hours
- ...for a Senior Finance Business Partner to join its Financial Services Division in Boston. This hybrid role involves serving as the primary finance relationship... ...package alongside a competitive salary range, ensuring strategic professionals can thrive. #J-18808-Ljbffr CBIZ
- ...seeking a detail-oriented Senior Accountant to manage financial operations. This full-time, hybrid position involves overseeing month-end close, preparing... ...with ERP systems. Join us for a collaborative and fast-paced work experience! #J-18808-Ljbffr North Eastern ServicesFull timeWork experience placement
- ...seeking a detail-oriented Staff Accountant in Boston to support financial operations within a dynamic consulting environment. The role... ...with proficiency in Excel and various accounting tools. This is a hybrid position that values reliability and strong communication...
- Masis Professional Group is seeking an experienced Senior Staff Accounts... ...and exceptional customer service. Responsibilities include processing... ...and 5-8 years of relevant financial operations experience, with a... .... This position offers a hybrid work schedule. #J-18808-Ljbffr...
$74k - $80k
...finance and up to 3 years of relevant experience. Strong communication skills and attention to detail are essential. The role offers hybrid working options, competitive salary between $74,000 to $80,000, flexible hours, and comprehensive benefits, including a 401(k) with...Remote jobFlexible hours- Keystone group is seeking a Compensation Accountant to join their Finance team in Boston, MA. This hybrid role involves managing the full accounting lifecycle for compensation-related activities including payroll and bonuses. The ideal candidate holds an active CPA license...
- ...seeking a Senior Accountant to join its Business Services team. This role offers a great opportunity for experienced professionals to manage a varied client portfolio within a... ...salaries, 25 days of annual leave, hybrid working options, and ongoing training support...
- ...Accounting or Finance and has at least 3 years of relevant experience. The position offers competitive compensation and an opportunity to work with mission-driven organizations, along with a hybrid working environment and benefits. #J-18808-Ljbffr Your Part-Time Controller LLCPart time
- ...pharmaceutical company relocating its corporate headquarters to Boston, is seeking a Senior Accountant to join its finance team in a hybrid Greater Boston role. You will support monthly, quarterly, and year-end closes, ensure SOX compliance, assist with audits, and...Relocation
- ...entries and updating reconciliations. You’ll contribute to reporting and drive process improvements on the general ledger team in a hybrid office setting. The role emphasizes attention to detail, prioritization in a fast-paced environment, and proactive problem-solving,...Work at office
- ...an experienced Fiduciary Accountant to support its Trusts & Estates practice. This full-time, hybrid role involves working with attorneys, paralegals, and tax professionals on complex estate and fiduciary matters. The ideal candidate will have substantial experience in...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional - Hybrid. Be the first to apply!
Related searches
- financial services professional Boston, MA
- fee only financial planning professional Boston, MA
- financial economist Boston, MA
- financial engineer Boston, MA
- senior financial analyst fp&a Boston, MA
- financial actuary Boston, MA
- workday financials Boston, MA
- financial modeller Boston, MA
- financial coach Boston, MA
- ally financial Boston, MA