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$100k
...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...recommending investment advisory strategies Understands client solutions that are best suited for their financial needs, such as core...SuggestedHourly payWork at officeShift workDay shift$70k - $80k
...opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedTemporary workWork at officeMonday to Friday- Solutions advisor (Presales) North America Contract type Permanent As a Solutions Advisor at Planon, you will work with enterprise customers to understand their real estate and facility operations needs and provide solutions using Planon technology platform. You will partner...SuggestedPermanent employmentContract workWorldwide
$90k
ADNET Technologies LLC is seeking a Technical Consultant to deliver scalable IT infrastructure and cloud solutions for clients in the New England region. The ideal candidate will have over 4 years of experience in network design and implementation, along with strong skills...SuggestedRemote job$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedHourly payTemporary workWork at officeMonday to FridayShift workDay shift- A leading financial services company in Watertown seeks a motivated financial advisor to provide tailored advice and solutions to clients. Responsibilities include financial planning, risk management, and client referral management. Candidates must have a Series 7 license...Suggested
- ...The Head of Investment Data Solutions is responsible for Client's investment data platform. As the leader of the Investment Data Solutions team, s/he will oversee the existing data system, while also evolving the way investment data is stored, processed and consumed across...Suggested
CERES Group
Boston, MA4 days ago $28.85 - $33.65 per hour
A major financial institution in Boston is seeking dedicated individuals to provide tailored financial advice and solutions. Responsibilities include working with clients to create and manage financial plans, recommending products, and making internal referrals based on...SuggestedHourly pay$70k - $80k
Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift$70k - $80k
These responsibilities revolve around providing comprehensive financial advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift- ...Denmark with offices in Boston, London, and Gurgaon and local presence across the United States, Europe, and Asia. The Role As a Solution Consultant at Leapwork, you engage with enterprise customers and partners across complex sales cycles, guiding them from initial discovery...SuggestedLocal areaShift work
$28.85 - $33.65 per hour
Bank of America is seeking a financial advisor in Boston to provide customized solutions and advice to clients. This role includes building financial plans, recommending banking strategies, and managing client referrals. Applicants should possess a high school diploma,...SuggestedHourly pay$28.85 - $33.65 per hour
A financial services organization based in Bedford is seeking a client advisor responsible for delivering tailored financial solutions and achieving client goals. The role demands expertise in client relationships, compliance with industry regulations like the SAFE Act,...SuggestedHourly pay$63k - $94.5k
...Manager in Wellesley, Massachusetts. This role involves managing client relationships and account performance within the Health & Risk Solutions Client Success team. The ideal candidate will possess a Bachelor's degree and 1-3 years of relevant experience in the insurance...SuggestedFlexible hours$28.85 - $33.65 per hour
Job Description This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and...SuggestedHourly payTemporary workMonday to Friday$70k - $80k
...building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes...Temporary workWork at officeMonday to FridayShift workDay shift- Leapwork is seeking a Solution Consultant in Boston to engage with enterprise customers, guiding them through complex sales cycles. The role focuses on consultative solution selling, requires autonomy and collaboration with Sales, Product, and Customer Success teams, and...
- ...is seeking an Associate Relationship Banker. This role focuses on delivering exceptional client service and leveraging technology solutions to meet client needs. Responsibilities include advising clients on banking products, maintaining relationships, and adhering to compliance...
- ...The ideal candidate will have experience in retail banking sales, strong communication skills, and the ability to tailor financial solutions to meet client needs. Applicants must have a high school degree or equivalent, with opportunities for career development through...
$24.5 per hour
A prominent banking institution in Westborough, Massachusetts, is looking for Citizens Bankers who excel at building customer relationships. You will provide expert financial advice and assistance to customers on saving, spending, and investment decisions. The ideal candidate...Hourly pay$114.5k - $194.7k
Northern Trust is looking for a Banking Advisor in Boston, Massachusetts, to develop and expand banking relationships while providing high-quality banking, credit, and treasury management services. The ideal candidate will have strong negotiation and communication skills...$100k - $300k
...is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they... ...Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role...Local areaRWA Wealth Partners LLC
Newton Center, MA26 days ago$65k - $80k
...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Full timeTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$250k
For additional information, please review .Citi Wealth Investment Solutions is seeking a Global Head of Platform Management for its Alternatives Investment Manager Solutions (AIMS) business, comprising both Alternative (Private Equity, Real Estate, and Hedge Funds) and...Full time- ...covers Healthcare Practice borrowers with total lending exposure ranging from $1 million to $12 million. The Healthcare Practice Solutions Group is a specialized division that delivers tailored financing solutions to healthcare professionals across six defined NAICS codes...Work at office
$90k
Blitzy AI is seeking an AI Solutions Consultant in Cambridge, MA to engage with prospective customers and drive revenue growth. This competitive role seeks individuals with a strong background in enterprise software development who are motivated to learn sales and thrive...$25 - $27.88 per hour
A financial services organization in Wellesley is seeking a motivated individual to manage client relationships and financial needs. Responsibilities include executing the bank's risk culture, driving operational excellence, and managing cash responsibilities. Candidates...Hourly payFull time$90k
A dynamic tech startup in Cambridge is hiring an AI Solutions Consultant to engage with prospective customers and help modernize their software development using AI. Ideal candidates are competitive, with a strong background in enterprise software development and a desire...- A leading financial institution in Burlington, Massachusetts, is seeking a dedicated financial advisor to provide tailored advice and solutions to clients. This role involves working closely with clients to develop financial plans, recommend strategies, and meet regulatory...
