- Citizens (Boston, MA)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Cambridge, MA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- H&R Block (Belmont, MA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- H&R Block (Belmont, MA)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- H&R Block (Belmont, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- H&R Block (Cambridge, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- Noble Supply & Logistics (Boston, MA)
- POSITION SUMMARY The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble's Finance organization, responsible for developing and ... managing the company's budgeting, forecasting, and strategic financial planning processes. Reporting to the Chief ...forecasts with operational realities. * Serve as a key advisor to the Controller and CFO on profitability improvement… more
- Thrivent Financial (Boston, MA)
- …events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific ... by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the… more
- NTT DATA North America (Boston, MA)
- …plan transformation, and executive-level partnerships. This leader serves as a **trusted advisor ** to Health Plan C-suite stakeholders and is responsible for shaping ... outcomes, and collaborate closely with client executive(s) on revenue forecasting, financial targets, service excellence, and overall client satisfaction. You will… more
- Deloitte (Boston, MA)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- BlackRock (Boston, MA)
- …("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, ... breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock's robust digital platform providing them on demand… more
- Wolters Kluwer (Waltham, MA)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers… more
- BlackRock (Boston, MA)
- …("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, ... results and expand relationships with the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new… more
- Philips (Cambridge, MA)
- …of their role ( virtual and in-person). + Act as a trusted advisor to senior leadership -gather feedback, identify skill gaps, problem solve, enact strategies, ... business and portfolioeducationfor all Enterprise Selling Teams across channels ( virtual and in‑person). + Design and maintain learning assets -technologies,content,… more
- Otsuka America Pharmaceutical Inc. (Boston, MA)
- …operational excellence, including policies and SOPs. + Serve as a key advisor to senior leadership on learning trends, capability-building strategies, and risk ... and align initiatives with business goals. + Act as a trusted advisor to senior leadership on training effectiveness and workforce capability development.… more
- Otsuka America Pharmaceutical Inc. (Boston, MA)
- …+ Design engaging, scalable, and compliant learning solutions (eg, instructor-led, virtual , e-learning) tailored to diverse audiences. + Oversee the creation and ... and continuous improvement of learning initiatives. + Act as a trusted advisor to senior leadership on training trends, compliance risks, and capability-building… more
- Oracle (Boston, MA)
- …the role** This role reports directly to SVP, Lucas Kreger, the technical advisor for OCI. You'll collaborate closely with lead engineers, senior architects, and ... across multiple domains-virtualization, Linux internals, container networking (CNI), cloud virtual networking, distributed storage, security, workload orchestration, and identity-to… more
- Eliassen Group (Boston, MA)
- **Platform Engineer** **Anywhere** **Type:** Contract **Category:** DevOps **Industry:** Financial Services **Workplace Type:** Remote **Reference ID:** JN ... Our client is looking for a Platform Engineer + Acts as SME and advisor , not just executor. + Communicates recommendations tactfully. + Comfortable working in a… more
- BD (Becton, Dickinson and Company) (Boston, MA)
- …the customer relationship and build strategic partnerships as a trusted advisor + **Customer engagements:** Participate in tradeshows and customer-facing events to ... incentives + Sleep improvement program + Diabetes management program + Virtual physical therapy + Emotional/mental health support programs + Weight management… more
- Eliassen Group (Boston, MA)
- …recommend enhancements for efficiency and scalability. + Serve as a trusted advisor for advanced Avature capabilities and best practices. + **Reporting & Analytics** ... process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (_** **_###@eliassen.com_** **_, ###) inviting you to complete a… more