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Financial associate Jobs in Cambridge, MA

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Financial associate • cambridge ma

Last updated: 2 days ago
  • Promoted
Associate Financial Advisor

Associate Financial Advisor

Masis Professional GroupWoburn, MA, United States
Full-time
We are seeking a dedicated and motivated.Our client is a growing financial planning firm specializing in providing comprehensive services tailored to meet the unique needs of our clients.Our missio...Show moreLast updated: 30+ days ago
Financial Assistant / Associate

Financial Assistant / Associate

The Judge GroupCambridge, MA
$37.00 hourly
Our client is currently seeking a FINANCIAL ASSISTANT / ASSOCIATE.Job Title : Financial Assistant / Associate.Schedule : 5 days onsite (35 hours / week) - 7 hours / day. Qualifications & Requirements : .Per...Show moreLast updated: 30+ days ago
  • Promoted
Associate Financial Advisor - Boston area

Associate Financial Advisor - Boston area

Johnson BrunettiNeedham, MA, United States
Full-time
Are you looking to grow professionally and be part of a successful advisory team?.Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Woul...Show moreLast updated: 10 days ago
  • Promoted
ASSOCIATE DIRECTOR - FINANCIAL AID SYSTEMS

ASSOCIATE DIRECTOR - FINANCIAL AID SYSTEMS

Boston CollegeChestnut Hill, MA, United States
$77,800.00–$97,250.00 yearly
Full-time
Founded in 1863, Boston College is a Jesuit, Catholic university located six miles from downtown Boston with an enrollment of 9,484 full-time undergraduates and 5,250 graduate and professional stud...Show moreLast updated: 2 days ago
  • Promoted
Associate Director, Financial Planning and Analysis

Associate Director, Financial Planning and Analysis

Tessera TherapeuticsSomerville, MA, United States
Bachelor's degree (Finance or Accounting) required with 12 years of business experience, minimum of 6 years in FP&A roles. Ability to design systems, data structures, and workbooks effectively to au...Show moreLast updated: 30+ days ago
  • Promoted
ASSOCIATE DIRECTOR, ESA ENROLLMENT, FINANCIAL ASSISTANCE

ASSOCIATE DIRECTOR, ESA ENROLLMENT, FINANCIAL ASSISTANCE

Boston UniversityBoston, MA, United States
Full-time
Boston University Student Financial Services seeks an Associate Director of Outreach.This position works with the Associate Director of Operations and the Director of Student Financial Services in ...Show moreLast updated: 2 days ago
  • Promoted
Financial Institutions Internal Audit Senior Associate (Compliance)

Financial Institutions Internal Audit Senior Associate (Compliance)

Cherry Bekaert Advisory, LLCBoston, MA, US
$74,385.00–$118,200.00 yearly
Full-time
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a.At Cherry Bekaert we create shared success through teamwork, energy, and expertise.We approa...Show moreLast updated: 26 days ago
Hedge Fund Financial Reporting Associate

Hedge Fund Financial Reporting Associate

JPMorgan Chase Bank, N.A.Boston, US
Full-time
Morgan's Corporate & Investment Bank is a global leader across banking, markets, and investor services.Trusted by the world's most important corporations, governments, and institutions, we operate ...Show moreLast updated: 2 days ago
Tax Senior Associate [Financial Services}

Tax Senior Associate [Financial Services}

CohnReznickBoston
As CohnReznick grows, so do our career opportunities.As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that valu...Show moreLast updated: 30+ days ago
Associate Financial Advisor

Associate Financial Advisor

Alera Group, Inc.Needham, Massachusetts, US
OVERVIEW Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without t...Show moreLast updated: 30+ days ago
  • Promoted
Associate, Global Real Estate Financial Operations

Associate, Global Real Estate Financial Operations

Manulife Insurance MalaysiaBoston, MA, US
$90,225.00–$162,405.00 yearly
Associate, Global Real Estate Financial Operations.Associate, Global Real Estate Financial Operations.Location : Boston, Massachusetts. Posted on : Published Yesterday.Application Deadline : March 21, ...Show moreLast updated: 9 days ago
Senior Associate, Financial Systems (Yardi)

Senior Associate, Financial Systems (Yardi)

Ares Management CorporationBoston, MA
$90,000.00–$110,000.00 yearly
Full-time
The Senior Associate – Financial Systems will be an integral part of our Yardi Team and responsible for the day-to-day operation of Yardi. The ideal candidate will be enthusiastic, detail-oriented, ...Show moreLast updated: 30+ days ago
  • Promoted
Associate Financial Representative

Associate Financial Representative

Modern Woodmen of AmericaBoston, MA, United States
Full-time
A career should be something you’re proud to share with the world.Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing!. Our licensed financial profes...Show moreLast updated: 30+ days ago
Senior Associate, Global Financial Controls - CoE

Senior Associate, Global Financial Controls - CoE

Fidelity InvestmentsBoston, MA, US
$64,000.00–$121,000.00 yearly
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment.The fun...Show moreLast updated: 30+ days ago
  • Promoted
Associate Director of Financial Reporting

Associate Director of Financial Reporting

Scott & Crosby Staffing, Inc.Boston, MA, United States
$125,000.00–$155,000.00 yearly
Position : Associate Director of Financial Reporting.The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit ...Show moreLast updated: 19 days ago
Associate Director - Financial Aid

Associate Director - Financial Aid

Boston College Carroll School of ManagemeChestnut Hill, MA, US
$77.00–$97.00 hourly
Under the direction of the Director of Financial Aid, thisposition oversees all financial aid systems, including the preparation ofbusiness requirements for new and enhanced systems to ensure that ...Show moreLast updated: 30+ days ago
Healthcare Financial / Actuarial Associate

Healthcare Financial / Actuarial Associate

WTWBoston, MA, United States
Full-time
As a Healthcare Financial / Actuarial Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the f...Show moreLast updated: 30+ days ago
  • Promoted
Associate Director, Financial Planning & Analysis

Associate Director, Financial Planning & Analysis

Sun LifeWellesley Hills, MA, United States
$106,400.00–$159,600.00 yearly
You are as unique as your background, experience and point of view.Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their f...Show moreLast updated: 9 days ago
Senior Associate, Financial Crimes Analytics

Senior Associate, Financial Crimes Analytics

KPMG-UnitedStatesBoston, MA
Senior Associate, Financial Crimes Analytics.KPMG Advisory practice is currently our fastest growing practice.We are seeing tremendous client demand, and looking forward we do not anticipate that s...Show moreLast updated: 30+ days ago
Financial Associate I

Financial Associate I

Harvard UniversityCambridge , MA, USA
Specific job responsibilities include : .Respond to customer inquiries relating to B2P systems functions navigation and full life cycle of business processes, invoices, payments, holds, kick-outs), P...Show moreLast updated: 30+ days ago
Associate Financial Advisor

Associate Financial Advisor

Masis Professional GroupWoburn, MA, United States
30+ days ago
Job type
  • Full-time
Job description

Job Title : Associate Financial Advisor

Location : Woburn, MA

We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team.

About Us : Our client is a growing financial planning firm specializing in providing comprehensive services tailored to meet the unique needs of our clients. Our mission is to empower individuals and families to achieve their financial goals through personalized strategies and a commitment to excellence.

Key Responsibilities

  • Collaborate with senior advisors to develop and implement tailored financial plans for clients.
  • Conduct financial analyses, including cash flow, retirement projections, investment allocations, and risk assessments.
  • Assist in managing client relationships by preparing for and participating in client meetings.
  • Research and analyze financial products to recommend suitable solutions to clients.
  • Stay current on industry trends, market conditions, and regulatory changes.
  • Support the team with administrative tasks, such as maintaining accurate client records and preparing reports.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • 1-2 years of experience in financial planning, investment management, or a related area.
  • Progress toward CFP® certification preferred.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent analytical and problem-solving abilities.
  • Proficiency in financial planning software and Microsoft Office Suite.

    • What We Offer

  • A collaborative and supportive work environment.
  • Ongoing professional development and mentorship.
  • Competitive compensation and benefits package.
  • Opportunities for growth and advancement within the firm.

    • Join our team and be part of a firm that values integrity, innovation, and a client-first approach. Together, we’ll help you build a fulfilling career while making a positive impact in the lives of our clients.