- Bank of America (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Sutton, MA)
- Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **Job Description:** At Bank of ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Santander US (Boston, MA)
- Senior Compliance Advisor - Digital Consumer Banking Boston, United States of America Multiple opportunities available in our Compliance department, areas of ... focus will be in Deposit and/or Consumer Lending. We are seeking someone with ...across other SLOD risk domains (beyond compliance). The Senior Advisor will provide key Compliance support to our innovative… more
- CVS Health (Boston, MA)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Santander US (Boston, MA)
- …on administering the CRA compliance program it is likely that the compliance advisor may support other consumer related compliance programs, as necessary. The ... Senior Compliance Advisor - Community Reinvestment Act Harrisburg, United States...requirements outlined in the CRA, have fluency in technology solutions used for overall CRA Compliance program management (eg… more
- Advantage Solutions (Boston, MA)
- …is pivotal in elevating our media reporting capabilities, developing innovative solutions , and driving actionable insights. **Job Description:** As the Group ... strong relationships with clients and serve as a trusted advisor and partner to client stakeholders. + Lead the...and media experts that focus on creating contextually relevant consumer engagements across digital and physical brand experiences. We… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- JPMorgan Chase (Boston, MA)
- …others, we've experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under ... lead generation + Convey the thought leadership of our Advisor Solutions team to aid clients' understanding...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- KeyBank (Boston, MA)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- KeyBank (Putnam, CT)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains… more
- CVS Health (Wellesley, MA)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Brink's (Hyde Park, MA)
- … solutions , and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial ... territor y , serving as a trusted collaborator and advisor to key decision-makers. By leveraging knowledge of the...BDMs work with customers to develop and deliver innovative solutions that meet their customer ' s unique business… more
- Capgemini (Boston, MA)
- …**Sales Strategy:** Promote, articulate, and implement sales strategies to sell solutions /services using validated arguments tailored to existing and new customers ... within a matrixed global internal ecosystem to successfully implement global solutions . + **Sales Acumen:** Validated sales experience driving effective lead… more
- CVS Health (Woonsocket, RI)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Cherry Bekaert (Boston, MA)
- …and create your future, you belong with us. Our industry-focused teams ( Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; ... & Life Sciences) leverage their expertise to develop and implement long-term solutions that address clients' current needs while anticipating future challenges. Our… more
- CVS Health (Woonsocket, RI)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Chewy (Boston, MA)
- …high volume of projects using a variety of project management systems + Develop solutions to improve margins and establish inputs for pricing for category leaders + ... Members, establishing a role as a trusted resource and advisor + Efficiently manage day-to-day challenges and communicate effectively...problems + An analytical skills with ability to develop financial and data models. + Intrinsic ability to work… more