341 financial advisor jobs found

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related...

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) (1681415), Ernst & Young U.S. LLP, Boston, MA. Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S....

Cybersecurity Controls Assessor (Financial Services) Anywhere Type: Contract Category: Advisory Industry: Financial Services Workplace Type: Remote Reference ID: JN -022026-105460 Date Posted: 02/10/2026 Shortcut: http://careers.eliassen.com/qBsMBe Description Recommended Jobs Description: Remote Our client requires a Technical Cyber Assessor to conduct comprehensive control assessments for financial advisor branches. The position focuses on endpoint and network security, secure remote access, and data protection, while ensuring alignment with corporate policies and financial industry regulations. The assessor will deliver clear findings and remediation guidance to support leadership and compliance teams. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Responsibilities The Relationship team within the Funds Group contributes to Wellington Management's mission by delivering first-class client service to clients who invest in Wellington's sponsored funds. These clients represent financial advisors, US wirehouses, endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds - US,...

Director, Financial Planning - Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.    We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.   Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward...

Location: 127 Public Square, Cleveland Ohio *** Vice President, Portfolio Management (Commercial) team is growing! *** Position will be hybrid 3+ if selected individual is within 30 miles of a Key Office (non-branch); Otherwise, position may be remote. Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients...

TOWN OF BELMONT Employment Opportunity Chief Financial Officer Starting Salary: $170,000+ , commensurate with experience and qualifications Closing date: March 5, 2026 The Town of Belmont is seeking a strategic and collaborative Chief Financial Officer (CFO) to lead all aspects of municipal financial management and serve as a trusted advisor to the Town Administrator and senior leadership team. Belmont is a vibrant, AAA bond-rated community of approximately 27,000 residents, located just west of Boston, with an annual operating budget; including enterprise and water and sewer funds, exceeding $169 million. The Town is known for its strong fiscal stewardship, engaged community, and commitment to long-term financial planning and transparency. This is a new position reporting directly to the Town Administrator. The CFO will oversee all core financial functions, including Accounting, Treasury/Collections, Assessing, Revenue Collection, Investments, and Debt Service ,...

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by...

Location: Boston, Hoboken, Philadelphia, McLean, Atlanta, Houston, Dallas, Chicago, Los Angeles, New York. San Francisco, San Jose, Seattle At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. FAAS Senior - Finance Optimization EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. When our clients are facing complex finance and controllership issues, they look to us to set it...

Location: San Francisco, Charlotte, Chicago, San Jose, Boston, Dallas, Hoboken, Houston, New York, Jericho, Iselin, Seattle At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a...

Consider joining our team as a Customer Service Representative within our continuously growing John Hancock Mutual Funds team! In this role, your primary responsibility will be to deliver superior customer service to clients and financial advisors, while answering calls on John Hancock's 800 telephone line. Customer requests can range from basic product inquiries to more complex transactions requiring problem resolution skills. This is a full-time remote position and can be performed anywhere in New Hampshire, Massachusetts, and Arizona. Ready to take the next step? Our upcoming New Hire Training Class will start in May 2026. Training will be 7 weeks and the hours will be 9:00-5:00 EST. Once training has been completed, you must be available for a 7.5-hour shift (with a scheduled 30 min lunch) between 8:00am-7:00pm EST. Position Responsibilities: Provide exceptional customer service to policyholders, agents, and other collaborators...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Do you have a passion and a curiosity for understanding and researching complex accounting issues? Are you looking for a more flexible and balanced career? Do you enjoy serving and working collaboratively with your clients to help resolve complex accounting issues? Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds? Are you looking for a career that will provide you with interesting and varied professional...

Why Great Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The Role Great Gray is looking to add a Sales Support Coordinator to our Revenue Operations team. This is an administrative role that is responsible for producing, analyzing, and quality-controlling key sales reports and analytics that enable our sales professionals to engage clients with data-driven insights. The Sales Support Analyst will serve as the primary point of quality control for several client-facing...

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify...

Job Description Why Oracle NetSuite? At Oracle NetSuite, we believe transformation is not optional-it's essential. For over 25 years, NetSuite has been at the forefront of cloud ERP innovation, helping more than 30,000 customers run leaner, more agile businesses on a unified, cloud-based platform. As part of Oracle, NetSuite continues to transform how organizations operate by delivering scalable, intelligent solutions without the overhead of legacy on-premise systems. Our teams work hard, move fast, and take pride in delivering real impact for our customers-celebrating wins along the way. About the Role NetSuite Customer Success (CS) is seeking an experienced Consulting Lead to join our Professional Services team focused on Wholesale Distribution implementations. This role delivers ERP implementations and optimization engagements using the SuiteSuccess methodology for customers across North America. This position sits within the NetSuite Customer Success -...

Location: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, McLean, New York, Hoboken, Philadelphia, San Francisco, Seattle At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Strategy and Execution - Growth Platforms - Neuro-Symbolic AI Product & Platform Build - Director The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity...

Job Description What You'll Bring: Your passion, technical acumen, market knowledge, and customer-centricity will help us become the number one cloud company in the world. We also look for: You have experience selling AI Infrastructure in a direct or supportive role to the C-suite, AI, Engineering, and Technical Staff Members. You have an entrepreneurial spirit and thrive in a dynamic environment. You have a deep understanding of Cloud-Based Solutions (IaaS), HPC and GPU Infrastructure, AI Architectures such as RAG, Agentic AI systems, and Knowledge Graphs. You have direct experience with ML Ops, Model Hosting, LLM orchestration, and open and closed models. You are confident in your knowledge of the enterprise AI market and can draw upon that knowledge to have in-depth conversations with prospects and clients. You are familiar with open source and other cloud tools (Dockers, Kubernetes, Terraform, Linux, Java) You are creative,...

Is the opportunity to join a culture where "We Do the Right Thing" and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a strategic, experienced recruiter to join our Talent Acquisition team. This role supports our growth strategy by delivering high-impact recruiting outcomes across our business groups. The position closely with senior leaders, Talent Partners, and Centers of Expertise to shape hiring strategies aligned to business priorities, workforce plans, and evolving labor-market conditions. Operating with a high degree of autonomy, this role blends deep recruiting expertise, data-driven insight, and modern recruiting technologies to attract, assess, and close top talent-while delivering an exceptional, human-centered candidate experience and serving as a trusted advisor in complex or ambiguous hiring situations. You will: Strategic Talent Advisory Serve as a trusted advisor to leaders, providing consultative...

Job Description Why Oracle NetSuite? One word - transformation. Do you want to advance your career with the world's first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives leaders a complete view into their business. Our team is growing, and we're looking for people like you to help us make a global impact. As the leading cloud business system, NetSuite includes financials, project management, resource management, inventory management, HR, professional services automation and more. Tens of thousands of customers all over the world trust NetSuite to give their businesses the visibility, agility, and control needed to make data-informed decisions quickly. NetSuite is a place where you can build your career and have fun while doing so! We're invested in our people, our customers, and the community. As part of Oracle, our benefits are second to none. Joining our passionate team means that you're...

It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for...

Location: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, McLean, New York, Hoboken, Philadelphia, San Francisco, Seattle At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Strategy and Execution - Growth Platforms - Neuro-Symbolic AI Product & Platform Build - Director The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity...

Job Description This role will partner, influence and support project and leadership teams in strategy development and execution by providing subject matter business/technical expertise in Oracle Products especially products that fall under OCI (IaaS, PaaS). Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in implementing best practices to enhance the value of Oracle Data Management Products and Oracle Cloud. US citizenship is required. Position Overview: Client advocate that provides guidance around product expertise and translates Customer needs/requirements into integrated solutions. Responsible for understanding and translating Customers business requirements into specific systems, applications, or process designs. Able to do fit gap analysis of customers cloud environment and come up with a roadmap to transition and implement a best fit solution that meets customer requirements....

Job Description The Customer Success Executive (CSE) is a strategic, customer-facing leader responsible for driving value realization, partnership health, and long-term success across a defined portfolio of high-impact customers. Acting as a trusted advisor, the CSE builds strong executive relationships, aligns internal and external stakeholders, and ensures customers maximize the outcomes of their Oracle Health solutions. The role requires strong business acumen, executive communication skills, and the ability to navigate complex environments while championing customer needs and mitigating risk. The CSE is accountable for retention, adoption, partnership strategy, and overall customer experience Responsibilities Key Responsibilities Strategic Partnership & Executive Engagement Develop and maintain strong relationships with senior customer executives, serving as their trusted advisor on strategy, value realization, and partnership alignment. Lead strategic...

About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what’s possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and operate comfortably in areas that are unknown. Our backgrounds are diverse, but our team shares a love of the outdoors and a desire to protect it for future generations. Role Summary Join Our Talent Community: We’re always excited to connect with great talent. This posting is for future considerations of our Massachusetts locations as we continue to grow. While there isn’t an immediate openings at these locations, we encourage you to apply if you’re interested in being considered for upcoming opportunities. Addresses Boston Spaces, 400 Newbury Street, Boston, MA 02215 Dedham Spaces (coming spring 2026), 480 Legacy Pl...