- 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 (Newton, 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
- Humana (Boston, MA)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- Elevance Health (Woburn, MA)
- **Data Loss Prevention (DLP) Advisor ** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- H&R Block (Natick, 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
- UNUM (Boston, MA)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- H&R Block (Natick, 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 (Natick, 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
- Takeda Pharmaceuticals (Boston, MA)
- …in partnership with Meetings & Events, ensuring seamless execution of in-person, virtual , or hybrid formats. + Support the development and management of content ... aligned with brand strategy and objectives. + Facilitate speaker and advisor engagement, including contracting, onboarding, and communication of expectations and… 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
- CVS Health (Woonsocket, RI)
- …Leadership & Technical Excellence** + Serve as a key technical advisor for executive leadership and product leaders, translating complex cloud architectural ... secure-by-design and compliance-by-design principles. + Guide implementation of cloud financial management, cost optimization strategies, and resource governance frameworks… 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
- Sharecare (Boston, MA)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… 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
- 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
- Otsuka America Pharmaceutical Inc. (Boston, MA)
- …align training initiatives with business priorities. + Act as a trusted advisor to senior leadership on training compliance trends, risks, and mitigation strategies. ... learning principles. + Experience with learning technologies (eg, LMS, virtual learning platforms) and data-driven training strategies. + Excellent communication,… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
