Virtual Financial Advisor - Boston, MA
Finance representative job in Boston, MA
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies
Location: Hybrid Schedule
Pay Transparency
The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyAssociate Financial Advisor
Finance representative job in Burlington, MA
One of my top long standing RIA clients I've worked with for years has a new opening for an Associate Wealth Advisor to join the team. Please view the details below and share your thoughts, happy to hop on a call to tell you more. Thank you. AJ Associate Financial Advisor Boutique RIA (Greater Boston Area)
Step into a client-first financial advisory team renowned for its collaborative spirit, robust mentorship, and decades-long reputation for excellence. As an Associate Financial Advisor, you'll play a pivotal role in elevating the client experience serving as a trusted partner for individuals and families in all stages of retirement and financial planning. You'll enjoy daily variety, meaningful client connections, and the opportunity to grow your expertise within a supportive, high-integrity environment.
This is a full-time, on-site position serving clients from conveniently located offices in Braintree and Burlington, MA.
What You'll Do:
Deliver tailored financial planning and retirement strategies, supporting clients on their journey to financial confidence and peace of mind.
Be the critical point of contact managing service requests, preparing for and participating in advisory meetings, and ensuring every client feels valued and informed.
Contribute to the seamless operation of the advisory team by managing client communications, maintaining detailed records, and assisting with investment management and plan implementation.
Foster long-term client trust with attentive care, confidentiality, and a warm, approachable presence.
What You Bring:
Series 65 License and a degree in Finance, Economics, Business, or a related field.
Experience in client service, operations, or financial services, and a genuine passion for helping others.
Exceptional communication written and verbal plus proven organizational skills and tech proficiency (CRM, Microsoft Office).
Strong finance and investment acumen, sound analytical judgment, and creative problem-solving ability.
A commitment to professionalism, confidentiality, and building lasting client relationships.
Team player who thrives in a collaborative, fast-paced setting and takes pride in making a real impact on client outcomes.
Why Join?
Accelerate your career path in wealth management, supported by mentorship from respected industry professionals.
Make a daily difference in clients' lives with your empathy, expertise, and dedication.
Grow with a close-knit team that puts people clients and colleagues first.
If you're motivated to advance your advisory career while making a genuine difference in the community, come join a team where your care and expertise will shine.
Financial Advisor
Finance representative job in Littleton, MA
Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: (Min - Mid) $60,000 to $200,000+
This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable.
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer.
About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals.
As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL.
This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard.
We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Key Responsibilities:
* Develop and manage personalized financial plans for members
* Provide guidance on investments, insurance, and retirement accounts
* Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution
* Collaborate with internal teams to deliver holistic financial solutions
* Educate clients on financial wellness and planning strategies
* Participate in your ongoing coaching and professional development
What We Offer:
* Competitive compensation payout agreement that is based on 100% of your production
* Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses
* Time off and continuing education support
* Access to advanced financial planning tools and technology
* A collaborative, member-first, value-driven culture
* Access to LPL's proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across LPL to help you create client solutions
* The freedom to create solutions specific to your client's goals
* And a whole lot more
Why Join Us?
* Trusted institution with deep community roots
* Assigned "book of business" of existing clients with recurring revenue to get started
* Multiple branches with a large deposit base within an assigned territory
* Warm member referrals from engaged credit union staff
* Autonomy with robust back-office Financial Assistant support
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial advisors grow and maximize their business
* Opportunity to make a real difference
Qualifications:
* FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)
* MA Life, Accident, & Health Insurance license
* 2+ years of financial advising experience
* Satisfactory U5 and compliance record
* Solid knowledge of financial products and planning strategies
* Strong interpersonal and communication skills
* Commitment to ethical standards and fiduciary responsibility
* Passion for helping others achieve financial success
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Apply today and become part of a team that puts people first.
Equities Quant Trader
Finance representative job in Boston, MA
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at ***********
* As at 30 September 2025
Purpose of the role
As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets.
Specific responsibilities
Trading of US / Canadian / Latam (cash equities, futures, FX, options)
Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets
Contribute to improvements across signal development, portfolio construction, risk management and trading
Drive development of our trading platform, infrastructure and technology
Use qualitative and quantitative analysis to improve performance of our systematic strategies
Monitor live trading and respond to changing market conditions when necessary
Develop and maintain relationships with our counterparties
Determine appropriateness of execution venues for various trades
Assist in various proprietary algorithm enhancements and algo experimentations
Key competencies
3-5 years of equity quant trading experience
Systematic trading of FX, Futures, Options experience also considered
Detailed understanding of Americas market microstructure (Developed & EM)
Expertise in a high-level programming language such as Python or R
Technical skills related to trading / order routing / transaction cost analysis
Ability to multitask in sometimes stressful environment
Excellent written and verbal communication skills
Analytical mindset
Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field
The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
US Pay Range$150,000-$180,000 USD
Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity Policy
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
Auto-ApplyAssistant Financial Planner/CFP
Finance representative job in Boston, MA
One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting).
Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit.
Compensation / Benefits:
Strong base pay
Annual Bonus
401k match
Opportunities for growth, promotion, & professional development
Fantastic team & a dynamic environment
Great company benefits & perks
Key Responsibilities:
Work closely with Portfolio Managers/Leadership to develop tailored financial plans for clients
Investigate and uncover clients' wealth planning needs, goals, and issues through detailed data and information gathering process
Build relationships with clients through authentic support and guidance
Complete financial plans, investment reports, tax and estate analysis
Liaise with product providers to obtain quotes, projections, and product information
Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting)
Gather, input, and analyze client data to develop tailored recommendations
Perform scenario modeling, stress testing, and asset allocation analysis
Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances
Prepare and organize client-facing presentation materials
Monitor industry trends and regulatory changes to support compliant advice
Skills & Qualifications:
2-10 years of experience in Wealth Management, FS Clients Services, or related
Bachelor's degree in Finance, Accounting, or related
CFP or CFP track required
Positive, collaborative attitude/team-player
Interest in growth, and professional development within the firm
Trader - Biodiesel
Finance representative job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply and Trading on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel
5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Previous experience supplying marketing.
Knowledge in refinery operations a significant plus.
Strong industry knowledge and relationships with counterparts.
Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Willingness and desire to learn new skills and take on new responsibilities
Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Auto-ApplyCramer Future Opportunities
Finance representative job in Norwood, MA
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
Auto-ApplyFinancial Representative
Finance representative job in Boston, MA
It's an exciting time to be at Hanscom Federal Credit Union!
As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Hanscom Federal Credit Union
Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
Teamwork - we are in this together and we all benefit from our success.
Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
$25.02/hr - $31.28/hr
Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.
A full-time, permanent position that will reward you through a competitive incentive program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
We are committed to fostering career growth and development - when you join our organization it's not just a job.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - Financial Representative
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards.
Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification
Deliver high quality, consistent member service
Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches.
Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
Assist in ensuring in-branch compliance with Credit Union service levels. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
At the request of the Manager, participate in business development events.
Other duties as assigned
Experience
1+ years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent
Interpersonal Skills
A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
Experienced Life Agent - Wealth Advisor - Registered Representative
Finance representative job in Boston, MA
Job Description
Elevate your career. Empower clients. Shape your future.
We're looking for an experienced life agent, wealth advisor, or registered representative ready to take their practice to the next level of success. At New York Life, you won't just grow your book of business-you'll join a team of accomplished professionals committed to mentoring you and helping you achieve your fullest potential.
Your Support Network
You'll have access to:
A dedicated mentor to guide your professional journey.
A sales development manager to help you refine and expand client strategies.
Product consultants to ensure you're offering the most relevant solutions.
NYLIC University-New York Life's renowned training program, offering a blended-learning curriculum tailored to your development at every career stage.
Ready to Specialize?
With New York Life, you'll have a clear, supported path to becoming a subject matter expert. Through our exclusive partnership with The American College of Financial Services, you can deepen your expertise in one of our key practice tracks:
Financial Guidance
Retirement Planning
Wealth Advisory
Business Solutions
Estate Planning
Who We're Looking For
Licensed Life/Health Agents
Registered Representatives
Investment Advisor Representatives
What We Offer
Your hard work is valued-and rewarded. With performance-based compensation directly tied to sales success, you'll enjoy significant income potential.
Our comprehensive benefits package for eligible full-time agents includes:
Health, Dental, Life, and Disability Insurance
401(k) Plan
Defined Benefit Pension Plan
(subject to eligibility and vesting requirements)
Reimbursement for select industry designations
About New York Life
New York Life is a Fortune 100 company with a proud 175+ year history of helping generations of Americans protect their families and achieve their financial goals. As a mutual company, we are accountable only to our policyholders-not Wall Street-allowing us to focus entirely on the long-term success of clients.
Join us. Be the trusted partner clients deserve-and the professional you aspire to be.
Compensation:
$90,000 - $120,000 yearly
Responsibilities:
Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies.
Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed.
Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning.
Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning.
Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.
Qualifications:
3+ years of experience in financial planning or a related field.
Life and Health Insurance License.
Strong background in financial analysis and risk management.
Excellent interpersonal and communication skills.
SIE, Series 6 or 7, and Series 63 preferred.
Must be authorized to work in the United States.
About Company
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.
Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients' information, making product recommendations, and providing ongoing service.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
Investment Banking- United States - 2026 ReEntry Program
Finance representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyFinancial Advisor
Finance representative job in Needham, MA
Job Description
Financial Advisor
The Bulfinch Group
About the job
The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and the desire to grow professionally?
Are you ready to bet on yourself, set your own pace for success, and earn an income that matches your efforts?
Then it's time to Team Up With Us at The Bulfinch Group.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
It's time to put yourself and your clients first. We're looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and resources you need.
Learn how you can get the support and culture you're looking for while achieving the vision you have for your future. Having a career that allows you to make a meaningful impact doesn't mean you need to sacrifice earning potential or work-life balance.
Strong Candidates…
Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development - seeking the privilege of autonomy along with the benefits of joining a dynamic organization
Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile.
Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals
Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; They are not afraid to spark up a conversation and ask for introductions
What you will be doing as a Financial Advisor…
As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
Working with clients to understand their goals, concerns, and current financial information
Analyzing information to create a plan with appropriate financial strategies, products, and services
Developing and maintaining a base of clients who value your input and guidance
Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years
Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts
Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche;
Learning industry-leading sales skills and practices as well as improving and developing existing sales skills.
Training our Financial Advisors:
At The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success. We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA. Through our unparalleled support and training, you will have access to:
Development and training-locally, virtually, and nationally-to support you as you build your practice with us
Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients
Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer-driven study groups
State of the art professional office space
Proprietary financial planning tools and cutting-edge technologies, with industry leading support and training
Leadership and career development opportunities including licensing/designation reimbursement
Must either currently obtain OR work to obtain the SIE, FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 12 months of career launch
Benefits for the Financial Advisor:
Quality people deserve to be recognized for their performance. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes:
Perks of Your Expertise:
Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals.
Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader's Club, Chairman's Club, Executive Club, and more. High earning potential with one of the most lucrative contracts in the business
Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
Strategic Mentorship: Engage in mentorship programs designed for senior-level advisors.
Give Back: Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
Qualifications for the Financial Advisor:
Must be a US citizen or permanent resident
4-year college degree
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)
The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#************. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7271588.1 Exp 11/26
US Equity Trader
Finance representative job in Boston, MA
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
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
Remaining informed of new product developments.
Fostering new trading relationships and leveraging existing relationships.
Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
Ability to work quickly and accurately in a fast-paced, dynamic environment.
Demonstrate a high degree of accuracy in his/her work.
Work well in a team oriented environment.
Strong organizational and communication skills.
Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
Strong analytical skills and an ability to apply those skills in a highly practical fashion.
An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
Strong quantitative skills, programming experience would be additive.
A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Auto-ApplyRegistered Representative
Finance representative job in Boston, MA
We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective business development does not work.
The individual must be capable of networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm's investment policy groups.
Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets
Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business
Serves as Clients primary point of contact for High Net Worth and affluent clients and institutional key influencers
Qualifications
Bachelors degree
NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
Certified Financial Planner (CFP)
Minimum of 5 years of experience in financial sales capacity providing financial planning services to high net worth clients
Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
Experience with client relationship management systems
email Recruiterchic@gmail.com or apply directly online
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926
Summer Intern, Finance Candidate Pool - Marlboro, MA
Finance representative job in Marlborough, MA
Launch Your Finance Career-Join Hologic's Summer Internship Program!
Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter.
What you'll be up to during your 10-12 week adventure:
Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit
Analyze data, solve problems, and help drive smart business decisions
Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement)
Collaborate with teammates and learn how finance powers innovation in healthcare
Present your work, ideas, and recommendations to leadership (don't worry, we love questions!)
Who we're hoping to meet:
You can work full-time during the summer (May/June - August/September).
You're currently working on your Bachelor's degree, with at least one semester left after the internship.
Your major is in Accounting, Finance, or Economics.
You're heading into your senior year.
You know how to get your point across, whether you're writing or speaking.
You have strong organizational, problem-solving, and analytical skills.
You're a natural leader and make smart decisions independently.
You're friendly, enjoy working with others, and can build relationships easily.
Location, pay & other important details:
You can work onsite at our San Diego, CA campus. Heads up: intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out.
Pay range: $23 - $25 per hour, based on your class standing and operational function.
The chance to work with a team that's genuinely invested in your growth.
Networking, mentorship, and skill-building opportunities-all designed to help you thrive.
Take your internship to the next level at Hologic!
On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation.
Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.
#LI-EK1
Auto-Apply2026 Summer Internship Program: Financial Planning and Analysis (FPandA), Global BioLife Intern
Finance representative job in Boston, MA
By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my knowledge.
Job Description
Global BioLife, a division of Takeda Pharmaceuticals, specializes in collecting high-quality human plasma to develop and manufacture over 20 life-saving products for rare and chronic conditions. With a global network of donation centers across the U.S. and Europe, BioLife prioritizes safety, quality, and community contributions while aligning with Takeda's mission to address unmet medical needs. The FP&A team in BioLife Finance supports financial planning and analysis activities for BioLife's global operations, playing a critical role in budgeting, forecasting, and reporting.
The FP&A Intern in Global BioLife will assist in financial reporting, data analysis, and cross-functional collaboration, providing essential insights that drive strategic decision-making within the organization.
How You Will Contribute:
Duties will include the following, under the manager's supervision
* Financial Reporting: Assist in preparing monthly financial reports and analyses for BioLife's management.
* Budgeting and Forecasting: Support the budgeting process and quarterly financial forecasts through data collection and analysis.
* Data Analysis: Conduct variance analysis to identify trends and provide actionable insights for financial performance.
* Cross-Functional Collaboration: Work with various departments to gather financial information and ensure consistency in financial data.
* Ad-hoc Projects: Participate in special finance-related projects and assist in financial modeling and analysis.
* Presentation Support: Prepare materials for meetings with leadership and stakeholders, summarizing key financial data.
* Process Improvements: Identify opportunities for enhancing financial processes and reporting methods.
Internship Development Opportunities:
Interns will learn:
* Gain hands-on experience in FP&A at both global and regional levels, including mid/long-term planning, annual budgeting, and the monthly close process
* Learn the best practices for financial modeling and data automation, enhancing analytical efficiency and accuracy
* Develop finance business partnering skills by collaborating with functional leaders across the globe, fostering professional relationships and strategic discussions
* Acquire skills in stakeholder management and contribute to the development of business strategies, enhancing understanding of organizational dynamics
* Expand analytical capabilities and presentation skills, enabling effective communication of financial insights and supporting decision-making processes
Job Requirements:
* Educational Background: Must be pursuing a Bachelor's degree (junior or senior) or a Master's/PhD in Finance, Accounting, or a related field.
* Financial Knowledge: Basic understanding of finance and accounting principles, with proficiency in financial modeling and Microsoft Excel
* Analytical Skills: Strong problem-solving abilities, attention to detail, and capacity to interpret and analyze financial data
* Communication Skills: Excellent oral and written communication skills for collaborating with team members and presenting findings
* Adaptability: Willingness to learn in a fast-paced environment, with strong teamwork, organization, and time management skills
Internship Eligibility
* Must be authorized to work in the U.S. on a permanent basis without requiring sponsorship
* Must be currently enrolled in a degree program graduating December 2026 or later
* The internship program is 10-12 weeks depending on the two start dates (May 26th-August 14th or June 15th- August 21st)
* The intern must be able to commit to one of these time frames
* Able to work full time 40 hours a week during internship dates
* Takeda does not provide a housing stipend or relocation support for the U.S Summer Internship Program
Program Highlights:
* Hands-on experience with real projects and responsibilities
* Dedicated mentorship program pairing interns with experienced professionals
* Networking opportunities with industry professionals and fellow interns
* Internship events focused on professional and skills development
* Exposure to multiple business areas or departments within a Pharmaceutical Organization
Applications will be accepted between November 7th- January 2nd
Takeda Compensation and Benefits Summary
We understand compensation may be an important factor as you consider an internship opportunity. We are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices.
For Location:
Boston, MA
U.S. Hourly Wage Range:
$21.00 - $46.00
The estimated hourly range reflects an anticipated range for this position. The actual hourly wage offered will depend on the candidate's school year/level to be entered following completion of internship. The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location.
U.S. internship benefits vary by location and may include:
* Paid sick time
* Civic Duty paid time off
* Participation at company volunteer events
* Participation at company sponsored special events
* Access to on-site fitness center (where available)
* Commuter Benefit: To offset your work-commute expenses, Takeda provides U.S. employees with a fixed monthly subsidy to be used for either public transportation (transit) or parking.
EEO Statement
Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law.
Locations
Boston, MA
Worker Type
Employee
Worker Sub-Type
Paid Intern (Fixed Term) (Trainee)
Time Type
Full time
Job Exempt
No
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Registered Retirement Plan Rep
Finance representative job in Worcester, MA
In this role, Registered Rep will be responsible for sales and providing service to expand their book of business. Expected to be courteous, responsive, and professional in helping customers with sales concepts, product specifications, underwriting and general SBIA processes as it relates to life insurance sales.
Position Responsibilities:
Follow assigned marketing campaigns and follow through with live contact
Facilitate sales concept training
Respond to client needs within the standard SLA. Determine the productive value of a conversation to manage time effectively.
Keep up to date with recent market and industry trends, competitors and leading customer strategies.
Provide mentoring and coaching to less experienced team members.
Inform management immediately of all situations requiring action and resolutions.
Proactively deliver pertinent information and services.
Monitor and manage workflow ensure that a consistent high quality of service is being delivered by the organization. Identify needs and areas for improvement to the service relationship.
Qualifications: Education/Experience/Skills/Abilities:
Bachelor's Degree and three (3) or more years of Life Insurance or retirement plan management Experience or equivalent combination.
Current Life, Accident & Health License, FINRA Series 6 and 63 and 24 beneficial - or ability to obtain within 120 days of hire
Auto-ApplyCentreville Bank Stadium
Finance representative job in Pawtucket, RI
Centreville Bank Stadium: Engineering and Facilities Intern Job Overview Centreville Bank Stadium, Home of Rhode Island FC, is looking for a highly motivated and detailed intern to support the operations of a professional sports stadium. Interns will gain direct exposure and valuable hands-on experience working with building management and receive valuable insight working under the Director of Facilities and Engineering.
This position is for a seasonal internship, with a projected start date that can be flexible to align with academic calendars.
Educational Experience
Must be currently enrolled in an accredited undergraduate or graduate program and eligible to receive college credit.
This internship is for college credit only and is limited to no more than 28 hours per week.
Qualifications
Computer skills - the CMMS and BMS systems are web-based applications, general knowledge and experience with computer software is required.
Basic knowledge of building systems, HVAC, electrical, plumbing, etc.
Experience with trade work (carpentry, painting, plumbing, etc) is preferred but not required.
Primary Duties and Responsibilities
Assist in administration of the Computerized Maintenance Management System (CMMS).
Assist in management of work orders.
Assist in asset and inventory data entry.
Assist in inspection administration.
Assist with administration of the HVAC Building Management System (BMS).
Monitor BMS system for alarms.
Assist with scheduling of the HVAC systems.
Assist with projects at the stadium.
Assist with basic carpentry, painting, plumbing, AV, grounds, and other projects around the stadium.
Assist with completion of work orders.
Assist with management of contractors.
Assist the Director of Engineering and Facilities with other tasks as needed.
Physical Requirements
Ability to stand, walk, bend, kneel, and stretch for extended periods
Able to lift and carry up to 50lbs
Ability to climb up and down ladders
Equal Opportunity Employer Centreville Bank Stadium is an equal opportunity employer committed to diversity, inclusion, and community engagement. We encourage individuals of all backgrounds to apply and gain valuable experience with our organization.
Private Client Banker - North End, MA
Finance representative job in Boston, MA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyDream Job Resume Bank
Finance representative job in Boston, MA
Interested in joining the 617MediaGroup team, but don't see a position that is the right fit for you?
Don't worry. We are always looking for talented communicators, campaigners, designers, developers, and strategists to join our rapidly growing team.
Feel free to submit an application here, and we will be in touch with next steps, when we have an opening that is a good fit.
Auto-ApplyBanker II
Finance representative job in Coventry, RI
Requirements
Qualifications:
High School Diploma or equivalent.
2 years of cash handling experience, sales and service experience preferred.
Ability to project the vision and image of Centreville Bank.
Strong knowledge of current banking environment procedures and regulations.
Strong knowledge of bank products, services, policies, and procedures.
Basic knowledge of Microsoft Word and Excel.
Ability to multitask.
Commensurate with experience.
Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays.
Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.