Jobs near Swampscott: 9,082
RS
Relevance Score ranked on: ADVISOR
Vice President, Advisor Oversight
Boston
The Advisor Oversight Team partners closely with Fidelitys investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external investment managers within Fidelity products. The Advisor Oversight Program covers a breadth of asset classes and produ...
Search Terms: Vice President, Advisor, President, Portfolio Manager, Operations
83.5
11mi
Updated: December 11
Financial Markets & Real Estate - Accounting Advisory, Manager
Boston
A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients’ complex accounting and financial reporting challenges, as well ...
Search Terms: Accounting, Financial, Real Estate, Estate, Manager
83.2
11mi
Updated: December 26
Advisor (Producer), Commercial Risk - RogersGray
Boston
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales pros...
Search Terms: Risk, Producer, Advisor, Commercial, Insurance
83.2
11mi
Updated: December 26
Private Client Financial Advisor
Swampscott
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
82.8
0mi
Updated: December 18
Sr. Manager, Sr. Wealth Advisor, Schwab Wealth Advisory
Boston
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...
Search Terms: Wealth Advisor, Advisor, Wealth, Manager, Financial Planning
82.7
11mi
Updated: November 19
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Boston
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,...
Search Terms: Wealth Advisor, Advisor, Wealth, Manager, Banking
82.7
11mi
Updated: November 19
Portfolio Advisory Consultant
Boston
The Portfolio Advisory team provides wealth managers with access to industry-leading analytics and a second set of eyes to better navigate the evolving portfolio management landscape. The team strives to help clients manage risk, identify opportunities, and uncover unintended portfolio exposures. You...
Search Terms: Portfolio, Advisor, Consultant, Banking, Investment
82.3
11mi
Updated: December 20
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