• Financial Professional

    Equitable (Warwick, RI)
    Financial Professional - Retirement Benefits Group - RI, Providence, MA, Southeastern (3903) ( 2000035T ) **Primary Location** : UNITED STATES-RI-Warwick ... Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional . People who work for public schools, colleges,… more
    Equitable (02/02/25)
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  • Senior Financial Analytics…

    Humana (Boston, MA)
    …equipment, and home infusion services The Value-Based finance team is seeking a Financial Analytics Analytics Professional . This individual will work across the ... of work. Among our benefits , Humana provides medical, dental and vision benefits , 401(k) retirement savings plan, time off (including paid time off, company… more
    Humana (01/31/25)
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  • Retirement Consultant - Spanish Bilingual

    Manulife (Boston, MA)
    The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA ... make good decisions about what to do with their retirement assets. This involves educating, guiding and helping terminating...will collaborate with other key roles within the Personal Financial Services team and strategically manage the volumes of… more
    Manulife (01/30/25)
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  • Retirement Service Consultant

    Ascensus (Providence, RI)
    …process. *Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. *Act in ... providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of … more
    Ascensus (11/21/24)
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  • Financial Advisor - Paid Training Provided

    Edward Jones (Bristol, RI)
    **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 with clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more. As a … more
    Edward Jones (01/18/25)
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  • Merrill Financial Solutions Advisor…

    Bank of America (Providence, RI)
    …field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + ... and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.… more
    Bank of America (01/04/25)
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  • US Experienced Financial Advisor

    Edward Jones (Boston, MA)
    …continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged ... are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page… more
    Edward Jones (12/17/24)
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  • Associate Financial Advisor

    Edward Jones (North Dartmouth, MA)
    …and professional development + Full-time Associates receive the following benefits : + Edward Jones' compensation and benefits package includes medical ... the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve… more
    Edward Jones (01/28/25)
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  • Chief Financial Officer

    Fenway Health (Boston, MA)
    Chief Financial Officer Boston, MA (http://maps.google.com/maps?q=1340+Boylston+St+Boston+MA+USA+02215) * Executive Job Type Full-time Description The Chief ... Financial Officer is responsible for the general ...finance team, fostering a culture of excellence, collaboration, and professional development. + Evaluate the finance division structure and… more
    Fenway Health (11/26/24)
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  • Massachusetts State Retirement Board Staff…

    State of Massachusetts (Boston, MA)
    …public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and ... workforce should reflect our community. https://www.surveymonkey.com/r/FM68GFV The Massachusetts State Retirement Board administers a defined benefit pension plan, governed… more
    State of Massachusetts (11/22/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (Providence, RI)
    …development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment… more
    Bank of America (01/08/25)
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  • Healthcare Financial /Actuarial Senior…

    WTW (Boston, MA)
    …FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave) + ** Retirement Benefits :** Contributory Pension Plan and Savings Plan (401k). **If the ... **Description** As a Healthcare Financial /Actuarial Senior Associate you will be a key...group benefit programs including medical, dental, life, disability, voluntary benefits , etc. You will interface with vendors and client… more
    WTW (01/29/25)
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  • Lead Financial Planning Analyst

    Point32Health (Canton, MA)
    …are at Point32Health, click here (https://youtu.be/S5I\_HgoecJQ) . **Job Summary** The Lead Financial Planning Analyst serves as the key financial support person ... functions. The position will report to the Manager of Financial Planning & Analysis and provide business partner support...Advanced degree preferred (MBA or Masters) - preferred + Professional license (eg, CPA, CIA, etc.) - preferred +… more
    Point32Health (01/03/25)
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  • Financial Planning Sr Manager

    Point32Health (Canton, MA)
    …in managing project timelines, processes, and ensuring the alignment of financial projects with the strategic objectives of the organization. **Key** ... + Identify, assess, and mitigate project risks, ensuring compliance with financial regulations and corporate policies. + Coordinate with cross-functional teams to… more
    Point32Health (01/03/25)
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  • Financial Planning Strategist

    CIBC (Boston, MA)
    …40 **Skills** Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Retirement Planning, Work Collaboratively ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Financial Planning Strategist , you will be responsible for supporting… more
    CIBC (01/16/25)
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  • Life Services Financial Services…

    Bank of America (Lincoln, RI)
    …and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of ... Life Services Financial Services Representative (LIN) Lincoln, Rhode Island **Job...buying a home, building a family, or planning for retirement . If you are interested in growing a long-term… more
    Bank of America (01/16/25)
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  • Financial Advisor

    TD Bank (Quincy, MA)
    …an incentive plan) and several other key plans such as health and well-being benefits , savings and retirement programs, paid time off (including Vacation PTO, ... **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with...Represents TD Wealth to the general public in a professional manner + Is involved in the community and… more
    TD Bank (01/31/25)
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  • National Financial Solutions Advisor…

    Bank of America (Lincoln, RI)
    National Financial Solutions Advisor I (Lincoln, RI) (Series 7 Required) Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, ... buying a home, building a family, or planning for retirement . As part of our commitment, we are looking...commitment, we are looking for the next generation of Financial Solutions Advisors-those with a passion for growing a… more
    Bank of America (11/07/24)
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  • Financial Advisor

    Citizens (Boston, MA)
    …offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits , maternity/paternity leave, flexible work arrangements, education ... share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and… more
    Citizens (02/02/25)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Boston, MA)
    …exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * ... Financial Solutions Advisor - Consumer Investment - Boston...This communication provides information about certain Bank of America benefits . Receipt of this document does not automatically entitle… more
    Bank of America (01/18/25)
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