Finance Planner Jobs in Gloucester, 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

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for a recent college graduate 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.

Job Title: Associate Financial Advisor We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team. About Us: Our client is a growing financial planning firm specializing in providing comprehensive services tailored to meet the unique needs of our clients. Our mission is to empower individuals and families to achieve their financial goals through personalized strategies and a commitment to excellence. Key Responsibilities Collaborate with senior advisors to develop and implement tailored financial plans for clients. Conduct financial analyses, including cash flow, retirement projections, investment allocations, and risk assessments. Assist in managing client relationships by preparing for and participating in client meetings. Research and analyze financial products to recommend suitable solutions to clients. Stay current on industry trends, market conditions, and regulatory changes. Support the team with administrative tasks, such as maintaining accurate client records and preparing reports. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field. 1-2 years of experience in financial planning, investment management, or a related area. Progress toward CFP certification preferred. Strong interpersonal and communication skills. Detail-oriented with excellent analytical and problem-solving abilities. Proficiency in financial planning software and Microsoft Office Suite. What We Offer A collaborative and supportive work environment. Ongoing professional development and mentorship. Competitive compensation and benefits package. Opportunities for growth and advancement within the firm. Join our team and be part of a firm that values integrity, innovation, and a client-first approach. Together, we'll help you build a fulfilling career while making a positive impact in the lives of our clients.

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Our Common Bonds: Community Support Quality Family Life Financial Security Do you want to: Grow professionally and as a person? Be in a leadership role? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives MUST HAVE TWO YEARS FULL TIME WORK EXPERIENCE. MUST BE U.S. CITIZEN OR PERMANENT RESIDENT. Learn More About Us Here

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact. About the role: Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Who we're looking for: A successful advisor is typically coming from a career where they've reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have: 4-year degree; or equivalent professional work experience At least 2 years of professional experience required Prior sales and / or business experience preferred History of success in relationship-building or client-facing roles Entrepreneurial ambitions Strong communication skills inclusive of networking capabilities Legal authorization to work in the US without sponsorship We specialize in career changers! Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to: - Financial Services - Business Development - B2B sales - B2C sales - Hospitality - Athletes - Real Estate - Military Veterans - Entrepreneurs / Business Owners Training and Development: 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: Our compensation structure is performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression: Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. A top tier 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, SIE, Series 6, Series 63, CFP , and more NM-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 ______________________________________________________________________ About Northwestern Mutual: Why join Northwestern Mutual: Fortune 500 company (June 2024) 5.1+ million clients and growing Unsurpassed financial strength with total company assets of $366 billion Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) Best Places to work for a Mid-Sized Company by the Boston Business Journal (2023 & 2024) 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.

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. The firm was founded in the 21st century and specializes in decarbonization investments. The team is ideally looking for an individual with Investment Banking Experience. If you are looking to make a jump in your career and make a difference in the world, this role could be for you! Responsibilities: Develop compelling marketing materials to assist client officers with successfully securing new funding for the firms numerous strategies. Maintain the team's investor pipeline, researching investors and keeping track of investor communications, ensuring no investor goes uncontacted, retaining existing business. Help the team assemble and draft responses to RFPs and DDQs from existing or prospective investors. On occasion, contribute during client meetings. Requirements: Bachelor's degree 2 years of experience 1-3 years of investment banking experience is preferred

We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We believe in the planning process and creating an in-depth, comprehensive, and uniquely tailored plan for every client that we touch. We pride ourselves on providing white glove service to our clients and incorporating care into every service we offer. Our team is small, committed, and highly collaborative. We support one another and all genuinely like each other. Additionally, our dedication to and support of our community is something we are incredibly proud of. Our firm is growing, and we are now seeking our next Financial Advisor. In this role, you will develop and nurture long term relationships with clients, manage client relationships, and provide advanced financial planning and investment solutions. You will engage with prospective clients identified through our leads system and by expanding your personal network to generate new business opportunities and referrals. You will support the discovery and onboarding process with prospective and new clients, prepare for and participate in client meetings, take notes, follow up on any action items, and take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions for the client set you are managing and support other members of the advisory team in these areas. You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-income earners and high-net-worth clients. You have a high degree of empathy, and people trust you easily because you are genuine, authentic, and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail and are an extraordinary communicator. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. Responsibilities Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience Prepare agendas for client meetings and ensure timely completion of post-meeting action items Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation Collaborate with the team to deliver prompt and thorough client service Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions Develop relationships with Centers of Influence to obtain potential client referrals Actively drive new business and attract new clients to the firm Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business Maintain accurate records of client interactions and information in the CRM system Represent the firm in a positive and professional manner Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures Qualifications Bachelor's degree, preferably in finance, financial planning, or a related field required CFP designation required 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels Experience working with various custodial platforms (Schwab, Fidelity, etc.) Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar softwares preferred Proficient in Excel, PowerPoint, and Outlook A genuine interest in serving and caring for clients Subject matter expert in financial planning and complex client cases Excellent verbal, written, presentation, listening, and interpersonal communication skills Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems Must be organized, detail-oriented and able to manage and prioritize tasks

Financial Representative Trainee (Sales) - Braintree, MA Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503747 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742

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!

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more information, and to apply online, please scroll down. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 40 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices * Source: ************************************************************* Securities offered through Equitable Advisors, LLC (NY, NY ***************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V GE-XXXXXX (09/24) (Exp.09/26) GE-7002701.1(9/24)(Exp.926)

Our client is a prestigious wealth management firm seeking experienced Financial Advisors to join their team. Specializing in serving high-net-worth individuals, their firm focuses on delivering tailored wealth management strategies to clients with an average net worth of $2 million. Responsibilities Focus on growing your business with the full support of our resources and tools. Manage a portion of an existing book of business based on your experience Join a team of accomplished advisors who work together to deliver exceptional service. Robust Support System - Access a dedicated team to help you connect with prospects and expand your clientele. Stay informed about financial trends and ensure compliance with all relevant regulations. Qualifications Licenses/Certifications No existing book of clients required (preferred but not mandatory) Experience: Minimum 5 years in financial advisory roles, with demonstrated success managing or growing portfolios. Skills: Strong interpersonal abilities and a passion for building relationships and delivering results.

Real Estate Private Equity Internship This role offers a rich learning experience and broad exposure to the inner workings of a dynamic real estate private equity firm. Interns will develop practical skills, gain industry insights, and contribute to meaningful projects while being part of a team committed to excellence and innovation in the real estate market. Company Overview Yankee Capital Partners, founded in 2017 and based in Newton, MA, is a distinguished boutique real estate investment company committed to delivering superior returns and passive income to accredited individuals, family offices, and institutional investors. We specialize in making intelligent, intensively researched investments focused on value-add multifamily acquisitions and developing state-of-the-art carwash properties within growing and opportunistic markets. We hold our investors in the highest regard, viewing them as an integral part of our extended family. These relationships are cherished and safeguarded through a culture of open communication and unwavering transparency in all our business endeavors. Our steadfast commitment to our investors is the cornerstone of our operations, reflecting our dedication to building lasting partnerships based on trust and mutual success. Terms Internship Duration: Join our dynamic team for the Summer Internship Program from May 2025 through September 2025. This immersive experience offers a deep dive into real estate private equity throughout the summer, providing ample opportunity to learn, grow, and contribute significantly to our projects. Compensation Details: This is a paid. Please note that while the internship offers a wealth of experience and learning opportunities, we cannot provide housing or cover commuting expenses. We recommend that interns plan accordingly to secure accommodation and transportation. Office Location and Work Environment: Our internship is structured around an in-office experience at 134 Rumford Avenue, Suite 303, Newton, MA 02466. We believe in the value of face-to-face collaboration and the robust learning environment it creates. As an intern, you'll be expected to join us in the office, where you'll have the chance to work directly with our seasoned professionals, engage in hands-on projects, and immerse yourself in our company's vibrant culture. Application Process: Interested candidates should submit a resume, cover letter, and relevant work samples/portfolio via ************************. The selection process may include interviews and practical assessments to gauge fit and competence. Application Deadline: May 15th, 2025 Responsibilities Collaborative Analysis and Strategy: Work alongside senior team members in sales, marketing, and financial analysis, gaining invaluable insights into the strategies that drive success in real estate private equity. Participate in the development and execution of marketing and sales strategies to maximize property visibility and investor interest. In-depth Market Research and Financial Modeling: Conduct comprehensive market research, compile detailed market analyses, and create key financial exhibits. Gain hands-on experience with financial modeling, contributing to the evaluation of investment opportunities and the strategic decision-making process. Proactive Deal Sourcing: Actively participate in outreach efforts to identify and source potential deals, focusing on multifamily units and land development projects. Learn the art of deal evaluation and the nuances of establishing beneficial partnerships and negotiations. Marketing and Investor Engagement Support: Assist our marketing team in crafting compelling narratives and engaging content across various platforms to connect with and expand our investor base. Learn how to effectively communicate with investors, providing updates and insights that strengthen relationships and build trust. Asset Management and Reporting Assistance: Support our asset management team by helping prepare comprehensive property and investor reports. Contribute to the ongoing management and optimization of assets through detailed performance analysis and reporting, ensuring stakeholders are informed and engaged. Advantages Of Role Comprehensive Industry Insight: Immerse yourself in the dynamic world of a diversified real estate investment company. This role offers a rare opportunity to gain a deep and holistic understanding of our operations, from property acquisition to asset management and exit strategies. You'll see firsthand how we navigate the complexities of the real estate market to drive success. Hands-On Deal Experience: Collaborate closely with our expert team to research, analyze, and underwrite potential investment opportunities. This hands-on experience will sharpen your analytical skills, deepen your understanding of financial modeling, and enhance your ability to assess risk and potential. Capital Raising Exposure: Participate actively in the exciting capital raising process for new deals. You'll learn the art of crafting compelling investment pitches, engaging with investors, and navigating the regulatory aspects of fundraising. This experience is invaluable for anyone looking to excel in the investment world. Professional Tool Mastery: Receive tailored training on HubSpot and other cutting-edge platforms essential to our operations. This knowledge will boost your efficiency and make you proficient in tools widely used across many industries, giving you a competitive edge in the job market. Flexible Career Pathways: We understand the importance of education and offer the flexibility to continue this role part-time during the academic year. For those who excel and are committed to a career in real estate private equity, this internship could transition into a full-time position upon graduation, offering a seamless path from academia to industry leadership. Qualifications Academic Pursuits: Actively enrolled in an undergraduate or graduate program, with a strong preference for majors in Finance, Real Estate, Business Administration, or a closely related field. Your academic journey should demonstrate a keen interest in deepening your understanding of financial markets, investment strategies, and real estate fundamentals. Passion for Real Estate Investment: Exhibits a profound interest and enthusiasm for the real estate private equity sector. Whether your fascination lies in analyzing property markets, evaluating investment opportunities, or understanding the intricacies of real estate financing, your passion sets you apart. Exceptional Communication Skills: You possess outstanding written and verbal communication abilities. You're adept at crafting compelling narratives through a detailed report or a persuasive presentation. Your proficiency in Microsoft Office Suite, especially Excel, PowerPoint, and Word, allows you to convey complex information in an accessible and impactful manner. Analytical Thinker with a Detail-Oriented Mindset: You are naturally curious, with a strong analytical acumen that drives you to dissect data and trends meticulously. Your attention to detail ensures accuracy and thoroughness in every task, from financial modeling to market research. Adaptability in Fast-Paced Environments: You thrive in dynamic settings that require quick thinking and flexibility. You're an entrepreneurial spirit eager to take initiative, comfortable with ambiguity, and capable of adapting strategies on the fly. Professional Integrity and Discretion: Upholds the highest integrity and ethical standards. Recognizes the importance of confidentiality and discretion in dealing with sensitive and proprietary information. Preparedness for a Comprehensive Background Check: Understands and accepts the necessity of undergoing a background check as part of the selection process, reinforcing our commitment to a secure and transparent working environment. Our Real Estate Private Equity Internship is designed for individuals who are academically accomplished and driven by the challenge of contributing to high-stakes investment decisions. We're looking for those ready to dive deep into real estate investment, bringing fresh insights and a commitment to excellence. If you're eager to embark on this journey and make a tangible impact, we invite you to apply.

6 Month - Hybrid - Cambridge MA Local W2 Candidates Only The Financial Associate assists with reporting, accounting, revenue management, and compliance operations for our digital courses and learning experiences. Job duties include the documentation and reconciliation of revenue transactions and tracking and managing invoices and payments. Create and process invoices for course revenue across multiple platforms and partners Support revenue operations by monitoring wires, preparing journal transactions, depositing checks, processing GL uploads, and running monthly close processes Record revenue to relevant systems, maintain and review revenue reports, and reconcile external payments with launch schedules to ensure accuracy Provide strong customer service to individual learners, B2B billing contacts, and internal and external partners; Manage communications for billing inquiries via email and CRP workflows Basic Qualifications Bachelor's degree in Accounting or equivalent work experience required Minimum of 3 years' relevant work experience

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.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Do you want to: Grow both professionally and personally? Be recognized as a leader in your community? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives Learn More About Us Here Click below to learn about our careers! Careers | Modern Woodmen | Financial Services, Representative, Managing Partner

Job title: Financial Advisor Description: Becoming a Financial Advisor 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: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) 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