- Bank of America (Boston, MA)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we ... with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… more
- Citizens (Boston, MA)
- …while intimately focusing on each client's unique circumstances. The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior Wealth ... tailored to the unique needs of UHNW individuals and families. The Wealth Advisor will support business development initiatives, partner engagement, and… more
- Equitable (Wellesley, MA)
- Wealth Management Advisor - MA, Wellesley (3998) ( 2100007N ) **Primary Location** : UNITED STATES-MA-Wellesley **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in...emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, (NY, NY… more
- BlackRock (Boston, MA)
- …Atlanta - with occasional territory travel. **Business Description:** BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US ... retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and… more
- Bank of America (Providence, RI)
- Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA Providence, Rhode Island;Worcester, Massachusetts **Job Description:** Merrill Wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Providence, RI)
- …Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Citizens (Westwood, MA)
- …sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is ... Description Citizens Wealth Management is honored to be a high...strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Bristol, RI)
- …with clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies , funding education and more. As a financial ... **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- Bank of America (Norwood, MA)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments- Norwood, Route 1 Financial Center Norwood, Massachusetts **Job Description:** At ... and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and… more
- BlackRock (Boston, MA)
- …management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. ... Princeton, Boston, Atlanta or San Francisco **Business Description:** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail… more
- BlackRock (Boston, MA)
- **About this role** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full ... suite of strategies from iShares ETFs and mutual funds to Alternatives,...their clients. **Role Description** Alternative Investment Specialists in US Wealth Advisory are responsible for developing client relationships, educating… more
- M&T Bank (Boston, MA)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of… more
- Broadridge Financial Solutions (Boston, MA)
- …come join the Broadridge team. At Broadridge you will work with the largest wealth organizations in the US and abroad introducing and evangelizing our Advisor ... new products from Broadridge, and within our rapidly expanding wealth segment. You will be on the cutting edge...prospective clients + Devise and implement creative outbound sales strategies to help fuel growth and build the sales… more
- KeyBank (Boston, MA)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Citizens (Boston, MA)
- …a trusted advisor and financial partner for customers across the wealth spectrum. In the role, you will develop and implement integrated communications designed ... Consumer Banking. This position will develop and execute strategic communications strategies and plans that will promote business priorities and enhance Citizens'… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down ... we've experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip. **Job… more
- Cherry Bekaert (West Warwick, RI)
- …is looking for a **Tax Director** who will lead and manage comprehensive tax strategies and compliance processes for both the firm and its partners. The **Internal ... optimized for minimizing tax liabilities. You will serve as a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis… more
- Deloitte (Boston, MA)
- …variety of tax issues including tax compliance, business restructuring, exemption strategies , philanthropic and charitable giving planning, and tax controversy. + ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Deloitte (Boston, MA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... + Developing and fostering relationships with clients and establishing credibility a trusted advisor to bring utility EAM domain expertise to a variety of projects.… more