Accounting & Financial Management Advisor - Boston, MA, United States - KForce

Wealth Management Advisor

3 days ago

**Job description** · **The Role of a Financial Advisor**: · - Build your own Financial Planning Practice · - Client Acquisition & Marketing · - Client Financial Analytics & Case Development · - Financial Plan Design · - Sophisticated Asset Management and Protection Product Imple ...

Advisor, Project Management

4 days ago

Responsibilities · The responsibilities of the Project Manager include, but are not · Execution of various construction projects and assignments at the clients' facilities in Massachusetts · Lead and manage one or more concurrent construction projects from start to finish - on t ...

Avp, Financial Planning Consultant

1 day ago

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you · LPL Financial (Nasdaq: LPLA) was f ...

Project Manager, Pulmonary and Critical Care, Hybrid

1 day ago

**Project Manager, Pulmonary and Critical Care, Hybrid** · **GENERAL** **SUMMARY/** **OVERVIEW** **STATEMENT**: · Working directly with the Director of Engagement, Program Director and other team members, the Project Manager, Engagement (PME) oversees the Engagement activities of ...

Career Advisor

1 day ago

**Bilingual in Cape Verdean Creole strongly preferred · At Goodwill, the Career Advisor is an important member of the team delivering Goodwill's mission services to individuals who face barriers to self-sufficiency. · The incumbent provides services directly and works on a standa ...

Healthcare Data Analyst

3 days ago

**Why This Role is Important to Us**: · The Advisor will be responsible for data analysis and data sets for consumer measurement programs throughout the organization. Advisor will identify themes, trends, and correlations across data sets and measures and tell the story with comp ...

Associate Director of Finance

5 days ago

**ESSENTIAL RESPONSIBILITIES / DUTIES**: · **Responsible for managing all aspects of financial reporting, external audit and tax services. Specific job duties include the following**: · - Lead the daily activities in the financial reporting, external audit and tax areas to ensure ...

Regional Security Advisor

1 week ago

**Passion. Purpose. Impact. **CJP is one of Boston's oldest and most respected philanthropic organizations and we are currently seeking three (3) Regional Security Advisors. · The Regional Security Advisor (RSA) serves as an expert security consultant, trainer, advisor, relations ...

Registered Client Service Associate

6 days ago

**Who We Are**: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securiti ...

Registered Client Service Associate

1 week ago

Registered Client Service Associate** · Job Number: · 3249822 · POSTING DATE: Apr 10, 2024 · PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston · EDUCATION LEVEL: Bachelor's Degree · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt ...

Global Advisors

1 day ago

Who we are looking for · The Global Strategic Client Relationship team is responsible for coordinating relationships with SSGA's largest and most strategic clients, identifying synergies across our core businesses, and partnering with colleagues of State Street to deliver an indu ...

Academic Program Manager, College of Arts

1 day ago

The Academic Programs Manager is primarily responsible for coordination across all academic programs and enrollment management within the Department of Computer Science. This position directly supervises two full-time professional undergraduate academic advisors with a combined c ...

Program Associate

6 days ago

**About the Office of the Massachusetts State Treasurer and Receiver General ("Treasury")** · Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties w ...

Director - Rfp Us Institutional, Insurance &

6 days ago

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make p ...

Solutions Architect Iii, Security

1 day ago

**Company Overview**: · When it comes to IT solution providers, there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, there's really only one: Zones - First Choice for IT.TM · **Position Overview**: · The Solu ...

General Counsel

1 week ago

**Company Description** · At Nexthink, a leader in digital employee experience software, we're seeking General Counsel to guide our legal strategy across a fast-evolving, global landscape. Your expertise will drive our ambitious growth plans, entering new markets, R&D innovation, ...

Relationship Management Associate

5 days ago

Overview: · **Responsibilities**: · - Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, and other tasks related to client service, client meetings, and client reviews. · - Coordinate client meetings and calls to collect information ...

Content Marketing Associate

6 days ago

**About G2 Capital Advisors** · **About the Role**: · We are not your typical investment bank. The G2 team is made up of former C-level owners and operators who intimately understand the complexities of running a business We pride ourselves on meeting our clients where they are, ...

Client Services Associate

3 days ago

**Client Services Associate** · **Wellesley Asset Management, Inc. **is a growing Registered Investment Advisory (RIA) firm serving private clients, other RIAs, broker-dealers, institutional clients and investment professionals. Since 1991, we have specialized in managing convert ...

Director of Alternatives Oversight

1 week ago

**The Role** · As a Director of Alternatives Oversight in the Asset Management's Treasurers Office, you will be responsible for supporting the growing alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financi ...