Finance Consultant Jobs in Somerset, MA

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.

Associate Financial Advisor Are you looking to grow professionally and be part of a successful advisory team? Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Team! The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries. This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our other Massachusetts neighborhood offices to meet with clients for their convenience. This Associate Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first. Minimum Requirements · College degree preferred · 2+years of financial services experience with an emphasis on sales · Series 65 or Series 7 & 66 · Strong organizational, interpersonal & management skills · Strong mathematical and analytical skills · Excellent verbal and written communication skills · Ability to work in a fast-paced, evolving environment Position Responsibilities • Develop, manage and retain strong client relationships · Prepare, present and implement customized financial plans • Provide holistic financial planning advice to include investment, insurance & retirement · Attend and present at evening educational workshops for retiree prospects

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. 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 On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. 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. Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) • Additional income structure to support training and early development • Renewal income earned for continued client support and policy management • Bonus programs and expense allowances • 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 • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • 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. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4 • Unsurpassed financial strength with total company assets of $366 billion5 • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management • Fortune 500 company (June 2024) • Forbes' Best Employers for Diversity (2023) • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) • 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

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.

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 ************************.

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.

Financial Advisor, Mashpee, MAMashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. USA Job Function Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Essential Functions/Responsibility Statements: Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications Bachelor's Degree or equivalent work experience. 5+ years of work experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Degrees such as an MBA, CFP, CHLU or CHFC preferred. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities Thorough understanding of economic principles and compliance standards Very strong interpersonal communication skills, complemented by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to 50 pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Mashpee, MA, Mashpee Other Locations: Massachusetts-Mashpee Organization: Santander Bank N.A. Salary: $56,250 - $102,500/year

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!

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 financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income 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 accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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.

We are seeking recent graduates in Finance or Accounting who are eager to pursue a career in the financial industry. The role involves proactively responding to client and internal inquiries, coordinating with internal teams to resolve issues, and analyzing inquiry trends to improve processes. Responsibilities: Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary Research, identify and escalate internal issues that may impact client servicing Work effectively with internal departments to support client requests, deliverables and issue resolution Analyze inquiry trends and determine if training is required to help either reduce or automate. Meet with your client contacts regularly to review pending items. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR Prepare agendas, minutes and coordination of the meetings, and review with your manager. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary. Technology Management & Effectiveness Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention. Relationship Building & Networking Collaborate with internal teams to share insights and improve the client experience. Understand your client's organizational chart to ensure you contact appropriate members to review items. Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities Risk & Control Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. Pay attention to detail and contacts sent in emails. Qualifications: BA or Equivalent Ability to communicate effectively with both verbal and written skills Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills Language skills commensurate with office location and client relationships supported Comprehensive working knowledge of Microsoft Office Products About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Sapna Singh Email: ****************************** Job ID: 25-32572

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.

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.

Senior Financial Analyst - FP&A | Supply Chain & Manufacturing | Hybrid (3 Days On-Site) We are seeking a Senior Financial Analyst with a strong background in FP&A, supply chain, and manufacturing to join our team. This hybrid role (3 days on-site) offers an exciting opportunity to drive financial insights, support strategic decision-making, and collaborate cross-functionally in a dynamic environment. Key Responsibilities: Conduct financial planning, forecasting, and variance analysis to support business objectives. Partner with supply chain and manufacturing teams to optimize costs and improve operational efficiency. Develop and maintain financial models to analyze business performance and key drivers. Support budgeting and long-range planning processes, providing data-driven insights. Prepare monthly and quarterly financial reports, ensuring accuracy and timeliness. Identify opportunities for process improvements and automation within FP&A and operations. Collaborate with leadership on strategic initiatives and financial decision-making. Qualifications: 4+ years of FP&A experience, preferably within supply chain and manufacturing environments. Strong proficiency in financial modeling, forecasting, and variance analysis. Experience working with ERP systems and advanced Excel skills (Power BI a plus). Excellent communication and business partnering skills with cross-functional teams. Ability to work in a hybrid environment (3 days on-site per week).

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

Are you curious about solving complex business challenges for a leading convenience retailer? Do you have a passion for cross functional collaboration? Then you may be the perfect addition to our team! EG America is one of the fastest-growing convenience store retailers in the United States, committed to becoming America's 'one-stop' destination. The business has an established pedigree of delivering excellent fuel, grocery and merchandise, and food service. Headquartered in Westborough, Massachusetts, our Company has grown to over 1,500+ locations across the United States employing over 18,000 team members. You can find us operating under the following store banners: Certified Oil, Cumberland Farms, Fastrac, Kwik Shop, Loaf N Jug, Minit Mart, Sprint Food Stores, Tom Thumb, Turkey Hill, and Quik Stop. Our headquarters in Westborough, MA is home to our Store Support Center, Company Warehouse, and Culinary Center. What We Offer: Competitive Wages Work today, get paid tomorrow through our earned wage access program Paid Time Off Medical/Health/Dental Coverage 401K with Company Match Team Member Discounts Tuition Reimbursement Employee Assistance Program Health Savings Account Company Spirit Days Employee recognition and awards And much more! Position Summary: This position will be responsible for preparing reports, researching data, and facilitating all financial activities related to entitlement and construction. The purpose is to have consistent budgeting of line items, correct coding through online systems (i.e., eBuilder, Oracle Fusion, etc.), and ultimately accurate and timely post audits based on the information. This position also assists the Construction Warehouse team from a financial role. Responsibilities: 1. Review and process invoices, including check requests, and budget amendments 2. Track and coordinate all Bond and Escrow Requests, Releases/Refunds 3. Issue Third Party Purchase Orders 4. Support for the Construction Warehouse team (POs, EMCs, Counts, etc.) 5. Financial reporting for the analyst, director, and VP (including Accrual Report) 6. Prepare and submit all In/Out reclasses and research financial questions Working Relationships: Internal: Interaction with the following departments: Real Estate, Environmental, Planning, Construction, and Facilities. In addition, there is interaction with various Finance groups - for submitting payment requests, reporting on accruals, managing the holding account (151243), etc. Relationships with Resource Protection, Marketing, IT, and Legal regarding entitlement or construction billing toward a project being managed by our group. External: Communication and coordination with all contractors, vendors, engineers, etc. in regard to proposals, contracts, POs, RFPs, and payment. Minimum Education: Associate's Degree in a related field (i.e., accounting, business, etc.) Preferred Education: Bachelor's Degree in Finance, Business, or commensurate Minimum Experience: 2 years Preferred Experience: 5 years+ Licenses/Certifications: None required Soft Skills/Competencies: Excellent oral and written communication skills Adaptability Strong interpersonal skills Intermediate skill level in Microsoft Office Suite, especially Excel (Smartsheet a plus) Experience using some type of online platform for work Other Requirements: Travel: No travel required Hours & Conditions: Typically Monday - Friday, 8+ hour days in office setting Physical Requirements: Minimal physical effort required; sitting / standing at computer for long periods of time. Ability to maneuver and lift up to 10 lbs. At EG America, it's important that our employees reflect the world we live in and the communities we serve. We celebrate our differences, so your unique background and skillset could bring a wonderful new perspective to our team. If you have a passion for delivering exceptional results, thrive in a fast-paced corporate environment, and bring experience in business management or related areas, we'd love to meet you - even if you don't meet every single requirement.

College Financial Representatives in the internship program at Northwestern Mutual Boston are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Get licensed with your Life, Accident, and Health insurance license Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Class of May 2026 graduates Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored 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. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (June 2024) Top 100 Internship Programs, Yello x WayUp (2024) 5.1+ million clients and growing2 Unsurpassed financial strength with total company assets of $366 billion3 Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of December 31, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

Boston, MA 6 Months Finance Associate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation. Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel. • Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents • Input information into Corporate Action platform for Income and Mandatory Actions • Identify complex events and communicate to team members. • Processing of Class Action suits • Process client instructions through manual entry into the Corporate Actions platform. • Process agent confirmations through the Corporate Actions platform for communication to clients. • Written and verbal communication of uninstructed positions to clients on a daily basis. • Processing of client account profile requests for Corporate Actions. • Manual entry of payments into the Corporate Actions platform. • Balancing and reconciling of positions related to corporate action activity. • Reconciliation of receivables and payables to ensure accurate client cash projections. • Communication of uninstructed positions via phone call to clients. • Communicate as part of a team to ensure superior client service. • Participate in client presentations or calls. • Identify problem items. • Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner. BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem. Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment. Ability to process transactions timely and accurately Ability to meet deadlines and work under pressure. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Ajay Singh Email Address: ***************************** Job ID: 25-32331

Financial Advisor, Mashpee, MAMashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. USA Job Function Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Essential Functions/Responsibility Statements: Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications Bachelor's Degree or equivalent work experience. 5+ years of work experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Degrees such as an MBA, CFP, CHLU or CHFC preferred. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities Thorough understanding of economic principles and compliance standards Very strong interpersonal communication skills, complemented by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to 50 pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Mashpee, MA, Mashpee Other Locations: Massachusetts-Mashpee Organization: Santander Bank N.A. Salary: $56,250 - $102,500/year