- Fidelity TalentSource LLC (Merrimack, NH)
- …develop a diverse suite of applications that support our intermediary (correspondent and advisor ) and institutional business. You will be a member of our team ... Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals...remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …prioritization of squad backlogApply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Fidelity TalentSource LLC (Nashua, NH)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Citizens (Manchester, NH)
- …and 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 ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Edward Jones (Manchester, NH)
- **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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Citizens (Windham, NH)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Manchester, NH)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Chelmsford, MA)
- Financial Solutions Advisor - Consumer Investments - Northern MA Market Peabody, Massachusetts;Chelmsford, Massachusetts; Reading, Massachusetts **Job ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Eastern Bank (Manchester, NH)
- …+ Completion of multi-year Trust School program preferred. + Certified Trust & Financial Advisor ("CTFA") designation preferred. + Minimum 7 years' experience in ... lines of business within Bank to fully serve clients' financial needs. + Participates in required annual Administrative Reviews... financial services, including 4 years of direct client management.… more
- Cardinal Health (Concord, NH)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- Cardinal Health (Concord, NH)
- **What Financial Planning & Analysis contributes to Cardinal Health** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- Genesis Healthcare (Concord, NH)
- …a defined geographic area, the Market Financial Analyst assists the Market Financial Advisor and nursing center operators by monitoring and leading the ... day-to-day operations of the Accounts Payable function. The Analyst coordinates and directs local market operations about payment operations and provides training and guidance to the nursing center personnel as needed. Position Highlights*Provide Accounts… more
- Citizens (Concord, NH)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, etc. +… more
- Bank of America (Manchester, NH)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Edward Jones (Bedford, NH)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Ryder System (Concord, NH)
- …(LM) to identify opportunities for cost and productivity improvements. + Act as a financial advisor to General Managers and operational teams. + Must have a ... **Summary** The Finance Manger is responsible for a range of financial management functions across various operations, providing key financial … more
- Ryder System (Concord, NH)
- …results2. Comparison of Actual results to Rated (contract), Plan and/or Forecast3. Act as Financial Advisor to General Managers and teams + Financial ... for a major field operation, including Inventory Management and Control Financial Analysis and Planning, Financial Reporting, Accounts Payable, Accounts… more
- ADP (Salem, NH)
- …through to completion. + Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of ... critical client issues where appropriate. + Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions. + Assess, recommend and/or create custom client and participant Education Program(S) and… more
- H&R Block (Concord, NH)
- **524689BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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… more
- M&T Bank (Manchester, NH)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
