Finance Advisor Jobs in Northbridge, MA

As a financial advisor, you will: · Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience · Build personalized, holistic financial plans tailored to every client's unique needs · Manage your client's financial plans to help them achieve their goals · Grow relationships with clients to support them through every stage of life We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Benefits · Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more · Certified Financial Planner licensing support2 · Fully company-funded retirement package and pension plan · Competitive and comprehensive medical, vision, and dental plans · Life Insurance and Disability Income Insurance · Parental benefits at every stage of family planning You could be right for this opportunity if you have: · Bachelor's degree · Entrepreneurial ambitions to be a business owner · Proficient critical thinking skills · Strong communicator · Strong sense of motivation and drive · Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Why join Northwestern Mutual: · Top 5 US Independent Broker-Dealers4 · Unsurpassed financial strength with total company assets of $366 billion5 · Fortune 500 company (June 2024) · Forbes' Best Employers for Diversity (2023) · 2024 Training APEX Award winner

Vector Private Wealth Vector Private Wealth Management LLC is a private wealth management firm founded in 2016 and located in Boston, Massachusetts. "Value Through Scale" A simple proposition: better quality at a lower cost. By leveraging the economies of flexible on-demand deployment within a deep network of resources and a disciplined focus on the client, we can offer a superior suite of services at a lower TCO relative to do-it-yourself or restrictive narrow-scope product. As a result, we deliver an ideal synthesis model: advanced wealth optimization at a lower cost. ********************************* Role Description This is a full-time hybrid role for a Private Wealth Advisor at Vector Private Wealth Management LLC. The Private Wealth Advisor will be responsible for financial planning, business relationship management, estate planning, and investments. The role is located in Boston, MA 3 days a week, with some work from home flexibility. Qualifications Financial Planning and Certified Financial Planner skills Business Relationship Management expertise Estate Planning knowledge Experience in Investments Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work independently and in a team Bachelor's degree in Finance, Economics, or related field Willingness to obtain Series 7 CFP Certified Financial Planner is a plus WORK AUTHORIZATION REQUIREMENTS: US work authorization is required Contact Information: Ashley Harris *****************************

The Opportunity Unlike others in the industry Bleakley Financial Group truly focuses on their client's best interest. We are hiring a Financial Planner that will offer top services to support Bleakley's Wealth Advisor and his/her clients. Location, On-Site: Burlington, MA Title: Financial Planner As an integral part of Bleakley Financial Group, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more. Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions. Serve as first points for clients and actively participate in client and prospective client meetings. Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Manages time and resources efficiently and effectively to bring compounding value and excellence to clients. Translate clients' investment goals into meaningful business opportunities. Follow risk management practices by adhering to the company's policies and procedures. Complete ad hoc projects as needed as per direction of the Wealth Advisor. Required Qualifications: Bachelor's Degree preferably in Finance. CFP a plus. Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines. Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. Long-term investment mindset geared toward meeting client/investor expectations. Analytical thinker with ability to adapt quickly to a high growth, fast paced environment. Outstanding presentation skills and strong mindfulness to details. Licenses/Certifications, Required: Series 6, 63 or 7. Life & Health Insurance preferred or will be required to obtain within first 90 days of employment. Right to Revise: This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Hours: 8:30am-4:30pm M-F Some evenings required for client events Salary: $65,000-$70,000 Benefits: Health insurance PTO Bonuses based on performance Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

A Global Investment Management firm is currently seeking to hire its first lawyer based in the United States who will play a pivotal role in assisting with the build-out of the firm's North American legal presence. This Counsel will work directly with the Head of Legal and must have a strong background in private and alternative investment funds across various asset classes, including private equity, private debt funds, hedge funds, and managed accounts. This is a key growth hire for the firm and an exciting opportunity to be involved with a rapidly expanding business. Qualifications: JD from a top law school 3+ years of experience at a top law firm with a strong focus on private and alternative investment funds; in-house experience preferred Experience drafting and negotiating a wide variety of private markets fund documentation, including term sheets, PPMs, LPAs, subscription agreements, etc... Please apply if you find this ad relevant to your experience and skills.

New England Private Wealth Advisors, LLC is a well-established Registered Investment Advisor (RIA) managing over $2.9 billion in assets as of 12/31/2024. We provide comprehensive wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients nationwide. Our firm fosters a team-oriented, client-focused environment with a commitment to fiduciary excellence and personalized financial planning. We are seeking a motivated, detail-oriented professional with strong communication skills and a passion for wealth management to join our successful, tight-knit team. The ideal candidate values teamwork, continuous learning, and delivering the highest standard of client care. Key Responsibilities: The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include: Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks. Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs. Working closely to support senior advisors with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks. Qualifications: Bachelor's degree and minimum 1-3 years of relevant financial services experience required. CFP certification or CFP candidacy strongly preferred. Exceptional organizational, problem-solving, and communication skills. Proficiency in Microsoft Office and adaptability to new technologies. Ability to work both independently and collaboratively in a team environment. Professionalism, integrity, and a client-first mindset are essential. Must be willing to work onsite in our Wellesley, MA office. This position is not hybrid or remote. Reliable transportation required (no public transit available). How to Apply: Please submit your resume and salary requirements to ************************.

An established private equity firm is seeking an Investor Relations Associate to join their team. This individual will be based in Boston and is tasked with supporting a diverse team of investor relations professionals in their daily efforts to maintain and expand the firm's AUM. Responsibilities: Draft responses to RFPs and DDQs from existing or prospective investors. Update marketing materials to assist client officers with successfully securing new funding for the firm's numerous strategies. Maintain the team's investor pipeline, researching investors and keeping track of investor communications. Perform market and competitor research. Respond to ad hoc internal and external inquiries. Requirements: Bachelor's degree 2 years of experience 1-3 years of experience in financial services, investment management, or investment banking.

Your New Company This opportunity is to work for a hyper-growth company in the beauty and wellness industry that's revolutionizing a $10BN+ market. They have carved out a unique position in the market with their innovative approach, superior services, and cutting-edge technology. They've grown to over $30M in annual revenue and are forecasting significant growth with imminent plans to expand throughout the US. They are well-capitalized, having secured financing from top-tier investors to support their exciting growth trajectory. They are now looking for a Finance Leader who will report directly to the high-profile CEO, who has previously executed two substantial exits. You will also have the opportunity to work alongside their world-class board, consisting of some of the best in the industry. Your New Role They are seeking an experienced Sr Director or VP Finance to join their leadership team. You will oversee a strong team of four already in place. Responsibilities: Manage P&L, cash flow, and balance sheet reporting. Oversee financial operations, tax filings, month-end close, and annual audits. Establish and enforce best practice compliance, mitigate risk, and protect the organization from liability. Lead budgeting, forecasting, and financial planning processes across all locations. Provide data-driven insights to support key business decisions, including scenario analysis and risk assessment. Identify financial trends and opportunities to improve profitability and operational efficiency. Develop and maintain the company's operating model. Analyze financial and KPI performance, delivering strategic insights to founders and senior leadership. Work cross-functionally with the leadership team to evaluate the ROI and feasibility of new initiatives. Qualifications: 7-12 years of progressive financial leadership experience, ideally in a fast-growth, consumer-focused startup. Proven track record of scaling financial operations and implementing effective systems. Strong FP&A experience, including budgeting, forecasting, and financial modeling. Bachelor's degree in finance, Accounting, or Business. CPA preferred but not essential. Multi-site location experience is a plus. Strong emotional intelligence, organizational skills, and attention to detail. Ability to excel in a fast-paced environment, manage priorities, and meet deadlines. Exceptional communication skills with the ability to influence and collaborate across all levels of the organization. This is an exciting time to join the company as they are poised for rapid expansion and innovation. If you are interested in learning more about this opportunity, please apply confidentially.

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for an entry level candidate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $24/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners? Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options. Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network. Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth. Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills. Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility. Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being. ...but that's enough about us, let's talk about you! As a Private Client Advisor, you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners. Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads. Provide expert advice on residency & citizenship planning to help clients achieve their objectives. Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks. Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey. Achieve a high success rate in converting sales leads into H&P clients. Meet and exceed annual sales targets for assigned jurisdictions. Actively expand the existing contact database to identify new opportunities for value creation. Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects. Keep detailed and effective notes on prospect and customer interactions using our CRM system. Act as a positive representative of H&P and our brand at industry events and conferences Qualifications: Undergraduate degree in business, economics, marketing, or related disciplines. Masters or advanced degrees are considered an advantage. +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment. Knowledge and experience with HNWIs is highly appreciated. Multilingual and territorial-specific experience is considered an advantage. Exceptional communication skills to engage with industry stakeholders - full English proficiency is required. Collaborative approach to build positive relationships and influence others. Excellent negotiation and persuasion skills, including tact and diplomacy. Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems. Ability to gather data and provide accurate client analysis for tailored solutions. Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility for meeting your personal sales goals and you are driven to contribute to the success of the Store. You ensure an exceptional Client experience, placing the Client first and fostering valuable relationships. You foster brand loyalty and turn each Client's visit into an unforgettable luxury shopping experience. You are a reliable team player, providing continuous support to both your colleagues and management, while performing all tasks and responsibilities tied to your department. Responsibilities: · Consistently reach and exceed personal and store sales target, both on a monthly and annual basis, while elevating and assisting in business growth · Implement business strategies following the guidance of the Store Manager/Retail Manager, while staying informed about the performance of the Store · Achieve and exceed personal KPI objectives by providing outstanding customer service and ensuring the highest standards of sales quality · Deliver a superior customer service experience by surpassing their expectations, displaying in-depth knowledge of the products and Santa Maria Novella heritage and history, in accordance with the sales standards · Take initiative to maximize all cross-selling opportunities by using every product range available in the store · Place the Client first by fostering a welcoming atmosphere, offering friendly and professional assistance, and addressing all their needs and requests · Collect valuable Client information using the Company's tools (CRM) to engage with them, establish relationships, and tailor future Client development opportunities · Ensure outstanding Client satisfaction and outstanding Client service by implementing the “Brand Selling Ceremony” · Adopt and encourage the Omni Channel approach · Develop and sustain extensive knowledge of the luxury beauty and cosmetic industry by staying updated on beauty trends and monitoring industry competitors · Consistently work to stay current with information on product details, sales methods, Client Services, and Company guidelines and protocols · Handle Client inquiries, issues, and returns with professionalism and effectiveness liaising with the store manager when necessary · Collaborate and engage effectively with colleagues, promote open and constructive dialogue, to ensure a consistently outstanding experience and contribute to a positive work atmosphere · Follow security procedures in the store to ensure safety of Client, staff and merchandise · Assist in maintaining the presentation of all products in line with Santa Maria Novella's visual guidelines · Assist in the daily management of the store by keeping the understock and stock room tidy and orderly · Adhere to Company protocols for operational guidelines and stock management, including cash handling, inventory, logistics, and all primary reporting activities required by the head office, ensuring that Company policies and procedures are effectively implemented These tasks are meant to be suggestive rather than exhaustive. *** All full-time retail employees will be required to be in possession of a copy of the store keys Qualifications · Excellent written and verbal communication skills · Ability to work in a fast-paced and dynamic environment · Demonstrated skill in establishing enduring relationships with both Client and colleagues · High level of flexibility and ability to problem solve · Demonstrated capability to achieve and exceed both individual and store performance targets · Team player with interested in actively collaborating with colleagues · Familiarity with selling ceremony and Client journey/discovery process could be a plus · Strong customer service skills · Capability to work a flexible schedule according to business requirements, including evenings, weekends, and holidays · Proficiency in English is required · At least 3 years of experience in sales field; luxury retail and/or beauty preferred About Santa Maria Novella: Officina Profumo-Farmaceutica di Santa Maria Novella sets its roots back to 1221 in Florence and it is acknowledged as the oldest pharmacy in the world. Its apothecary art legacy crosses more than eight centuries and it is deeply intertwined with Florence history, personalities and social tissue in a continuously renewed alchemy of tales and wonders. The brand carries its activities in the very same places where they all began, uniquely, more than 800 years ago. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law.

Waterstone Properties Group, Inc. is a privately owned real estate development company founded in 2005 with a diverse portfolio of properties in the United States totaling over 7 million square feet of space among more than 50 properties. We specialize in the creation of retail shopping centers, mixed-use properties, corporate headquarters, and campuses, in addition to specialized medical facilities. Waterstone, headquartered in Needham, Massachusetts, specializes in all facets of the business including development, acquisitions, leasing, tenant coordination, property management, marketing, treasury, and finance. Interested applicants are encouraged to send a cover letter, resume, and compensation expectations to careers ***************************. Waterstone is an Equal Opportunity Employer. More information about Waterstone Properties Group is available at www. Waterstonepg.com. The Role - Financial Analyst, Capital Markets Reports to: Director of Capital Markets Based in: Needham, MA, on site (sorry no relocation) Summary: The position will be responsible for supporting the Director of the department and the execution of dispositions, acquisitions, refinancing, and debt restructuring initiatives. Additionally, you will be instrumental in building and analyzing financial models to evaluate investment opportunities and optimize financial performance of the existing portfolio. Responsibilities: · Develop and manipulate financial models and other ad hoc analyses in Excel and Argus to evaluate new acquisition opportunities, hold/sell analyses, scenario modeling, business plan execution, recapitalizations, financings, and other initiatives of the Capital Markets team. · Develop an intimate knowledge of the company's properties/portfolio, corporate objectives, and portfolio business plans to help drive growth and exceed return expectations. Ongoing upkeep of internal underwriting and valuation models in Excel and Argus for periodic review by management. · Manage due diligence and closing process, responding to requests for information from internal/external parties, engaging and managing third party consultants, and organizing diligence materials in a timely and efficient manner. · Work closely and collaborate with other departments such as finance, asset management, development and leasing teams. · Produce investment memoranda, marketing materials, and reports for presentation to investment committee, third party capital groups, and lenders. · Conduct market research to analyze real estate market trends, demographics, and competitive landscapes to identify investment opportunities and risks in both new acquisitions and throughout the existing portfolio. · Manage pipeline reports and meetings, logging deals as they come in and supporting the Capital Markets team to respond in a timely manner. · Respond to internal and external requests of the Capital Markets team. · Manage bank requisition process with lenders for construction projects to ensure timely monthly capitalization and loan administration requirements are met. · High performing and goal-oriented individual with a willingness to be flexible and take on additional responsibilities depending on needs of the business. · Intellectual curiosity with the ability to think critically, challenge assumptions and contribute ideas to the organization. · Water fall analyses/promoting structures Requirements: · BS degree in finance, Real Estate or related field. · 2-3 years of experience in capital markets, real estate, finance, investment banking or related fields. · Strong understanding of financial concepts, investment analysis and real estate valuation. · Proficient at financial modeling, Excel and ARGUS, and the entire suite of Microsoft Office applications. · Analytical, quantitative and problem solving with attention to detail. · Ability to work on multiple projects and manage time and workflow. · Candidates must be self-motivated, collaborative and able to thrive in a fast-paced work environment.

Project Info: Day to day will help with budget, forecast, financial reporting and tax filing 5 years exp minimum in accounting/finance Lots of financial analysis, variance, trends, month end close Good attention to detail IT Finance a plus helps with their budgets Job Description The consultant role is for an experienced Senior Financial Analyst to support members of the Budget team with timely and accurate preparation of detailed budgets/forecasts and financial reporting for both internal and external audiences, including but not limited to senior management and board of directors. Assist in the preparation of the annual 990 tax filing requirements with the IRS and Massachusetts, and other ancillary functions within the department such as processing budget uploads, performing system queries, driving system reporting enhancements, automating manual processes, performing financial software testing.

Are you a recent grad willing to get your foot on the Financial Industry door? If so, Russell Tobin has the right opportunity for you! We are hiring for a respectable company in the financial market, and you can be part of it. Pay range: $24/hour on W2 Location: Boston, MA Contract 4-6 months (possible extension/perm) The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years of financial industry experience Advanced knowledge of Excel

Our client is a boutique financial economics consulting firm which provides a variety of services including but not limited to financial and economic analysis, research services, expert witness testimony, and consulting/advisory services. They seek a Financial Analyst to support the continued growth of their client base and work across an exciting, and thought-provoking project pipeline, with a focus in the securities litigation space. As a Financial Analyst, you'll work and communicate closely with the team conducting analyses, writing reports, critiquing work of opposing parties predominantly in the securities litigation space. Must know the language of finance and the financial marketplace. Bloomberg and/or Capital IQ competence would be a good signal that you have the toolset to succeed. The team is comprised of professionals acclaimed by the legal and academic communities and employs a collaborative approach in which Ph.D., MBA and analysts collaborate to produce deliverables of the highest quality. This is a highly visible role within a tight-knit environment; hard work, initiative and attention to detail are highly recognized and rewarded. Projects are also constantly changing from one case to the next. No day or week is exactly the same. Compensation will be commensurate with experience. We'd like to speak with you if you have: An MBA or masters in finance preferred. 5 years experience working for a forensic finance consulting firm would be ideal. Experience working with and handling large data sets Experience with Bloomberg and/or Capital IQ. Strong attention and accountability to detail are required. Strong verbal and written communication skills are needed. Securities litigation experience NOT required.

PSMJ Resources, Inc. is the worldwide leader in business information, executive education, and management consulting for the architecture, engineering and construction (A/E/C) space. We're looking for an ambitious Mergers & Acquisitions (M&A) Analyst to join the successful and growing team at our Newton, Massachusetts headquarters. The selected candidate will be working directly with our M&A Consultants and other team members to conduct upstream market research, manage large volumes of industry intelligence data, and otherwise assist to deliver our buyside and sell-side assignments. In this role, specific responsibilities will include: Conducting research through multiple channels to produce sets of potential buyers and sellers based on various criteria, while simultaneously building database of buyers/sellers in the marketplace Performing phone and email outreach to potential buyers and sellers to gauge interest and fit levels on behalf of our M&A clients, Preparing client deliverables such as target sourcing reports, confidential information memorandums, project status reports, etc. Managing the initial Non-Disclosure Agreement execution process and information exchange with clients and potential sellers or buyers. Enhancing and improving our database of potential buyers and sellers through consultant referrals, internet searches, and other sources, Monitoring announcements of closed deals to get the latest insight on buyer appetites, input that intelligence into our database, and scan for potential seller matches. Assisting on other projects as needed, such as preparing proposals, invoices, etc. The successful M&A Analyst will combine a passion for helping our clients along with equal parts attention to detail and persistence. Other specific skills that we look for in the right candidate include: 2-4 years of market research or other business management experience. Database development and management experience. Web-based search and market research experience. Client and prospect communications skills for phone and email communications. Self-starter with a proactive attitude to accomplish company mission Ability to consistently meet deadlines with top-quality work. Excellent knowledge of Microsoft Word, Excel, and PowerPoint. Basic accounting knowledge is a plus. Salesforce.com experience is a plus. Architecture/Engineering/Construction industry experience is a plus. LOCAL CANDIDATES ONLY PLEASE. PSMJ Resources is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply. Learn more about us at www.psmj.com.

Job Title: Cost Analyst - Level 3 Duration: 3-month Pay Range: $44.83/Hr Responsible for cost/budget control and invoice control for the project. 10+ years experience. About The Company: Fortune 500 energy company serving New England. Committed to safety, reliability, environmental leadership, and expanding energy options. Values customers, communities, and employees. Seeking diverse and talented individuals to join our team. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along with some of the nation's largest life sciences, biotech, utility, and retail companies across the US and Canada. We look forward to helping you land your next great career opportunity! 25-19538 #LI-GTT #LI-Hybrid #gttutility

This is a remote, part-time analyst role for undergraduate students. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst. The work will be done asynchronously and on a project-by-project basis. We expect a commitment of approximately 10 hours per week for the projects you take on. This position offers high pay, valuable finance experience, and a flexible schedule that can work around your academic commitments. This is an excellent opportunity to gain real-world finance experience while still in school, building your skills and resume for future career opportunities. Why Apply Top-Tier Finance Experience - Work on finance-related projects that build your resume for investment banking, private equity, and hedge fund recruiting Internship, Full-Time & On-Cycle Preparation - Practice the technical modeling skills to excel in top finance internships, full-time jobs, and On-Cycle recruiting Fantastic Pay & Growth Opportunities - project based pay starts at est. $40/hour and can go up to $70/hour Startup Exposure - Work directly with an early-stage Y Combinator-backed company, gaining hands-on experience that sets you apart Flexible Time Commitment - Work on your schedule while gaining valuable experience Responsibilities Develop detailed financial models and answer financial questions Perform corporate valuations (DCF, LBO, APV) Apply complex accounting principles to real-world scenarios (NOLs, DTAs, operating leases, etc.) Complete investment banking and private equity style analysis Required Qualifications Expected degree from a top 50 undergrad university, top 20 undergrad business school Deep understanding of corporate valuation, modeling, and accounting Excited to improve the future of AI applications Preferred Qualifications Internship at a reputable investment bank, private equity fund, or hedge fund TA experience in finance courses Leadership experience in finance clubs or organizations

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ************************************** . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies