Finance Jobs in Wellesley, Massachusetts

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689 Wellesley, MA Finance jobs found on Monster.

Jobs 1 to 20 of 689
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
BECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLC WHY AXA ADVISORS? AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive...
A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You’ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover e...
HealthDrive delivers on-site dentistry, optometry, podiatry and audiology to residents in long-term care, skilled nursing and assisted living facilities. Each specialty offered by HealthDrive is one that directly impacts the quality of daily life for the deserving residents we serve. HealthDrive connects patients in need of vital healthcare to doctors committed to dignity and excellence. The Reimb...
RESPONSIBILITIES: Our Wellesley, Massachusetts client seeks a Manager of Accounting to: Manage day to day functional Accounting, Month end and Annual Closing process Supervise 3 accounting staff including G/L Accountant, A/P and A/R Handle any related day to day operations and accounting issues Reports directly to CFO REQUIREMENTS: BS Accounting or Finance 5+ years general accounting, ideally to i...
RESPONSIBILITIES: Our client in Wellesley, MA has a temporary opening for a Junior Financial Analyst. This consultant will assist with a project in Excel. He/she will be responsible for pulling data from screen prints that are already populated with information. The consultant will then manipulate this data in Excel using pivot tables and v lookups. REQUIREMENTS: Candidate will have expert Excel s...
Position Title: Associate Financial Advisor Position Description: Step into an instrumental role and work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The associate financial advisor will be a full functioning financial advisor working with clients to help them achieve their goals. The employing franchise owner will lead you as you...
Position Title: Associate Financial Advisor Position Description: Step into an instrumental role and work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The associate financial advisor will be a full functioning financial advisor working with clients to help them achieve their goals. The employing franchise owner will lead you as you...
Senior Accountant This role is responsible for general accounting duties,ensuring timely and accurate data entry, accounts payable and cash disbursement processes, operating and customer deposit cash reconciliations, and journal entry preparation. Candidate will also performthe monthly closing and reporting process, and other projects as assigned. Duties and Responsibilities: Accounts Payable: res...
Vice President – Finance Wellesley Investment Advisors is a rapidly growing Registered Investment Advisory firm with assets under management of over $2 billion dollars. Barron’s has named Wellesley Investment Advisors a Top 100 Independent Financial Advisors in America for three consecutive years. We serve wire houses, independent broker-dealers, RIAs, and high net worth clients by deploying conve...
Convertible Bond Trader Wellesley Investment Advisors is a rapidly growing Registered Investment Advisory firm with assets under management of over $2 billion. Barron’s has named Wellesley Investment Advisors one of the Top 100 Independent Financial Advisors in America for three consecutive years. Wellesley serves wire houses, independent broker-dealers, RIAs, and high net worth clients by deployi...
Position Summary / Accountability Assist in the preparation of monthly close, budgets, and forecasts. Make recommendations for changes when necessary. Responsible for establishing and maintaining internal controls and an internal audit function. Provide support for Accounts Payable function as needed. Essential Duties and Responsibilities · Prepare general ledger entries including accruals, fixed...
Your Insurance Group (Y.I.G.) is seeking experienced insurance agents ,entry level agents and non-licensed sales professionals. As an independent outside sales representative you will receive company support, comprehensive training, prospecting assistance and top level compensation. We specialize in serving the growing senior market offering insurance protection and top notch service to thousands...
Insurance Agency Controller, reporting to the President & CEO of growing Insurance Agency. Responsible for A/R, A/P, payroll & taxes, financial reporting, bank reconciliations, budgets, insurance & benefit plans. Candidates must have excellent communication skills, good organizational skills, attention to detail, strong computer skills and proficiency with Microsoft Office. Applied (TAM) experienc...
The Charles River Center is an organization dedicated to serving individuals with disabilities. This position will focus on management of entitlements and benefits of individuals residing in our residential system, while adhering to all applicable state and federal regulations. This is a vital role in bridging accounts, benefits, and being a guide for families/guardians of our individuals. This po...
Northland Investment Corporation is a fully integrated real estate investment company focused on the acquisition, development, operation and long-term ownership of commercial and multifamily real estate. Northland is a fast-paced, highly principled, entrepreneurial company headquartered in Newton, MA, with properties in ten states. We are currently seeking an entry level Staff Accountant at our co...
Northland Investment Corporation is a fully integrated real estate investment company focused on the acquisition, development, operation and long-term ownership of commercial and multifamily real estate. Northland is a fast-paced, highly principled, entrepreneurial company headquartered in Newton, MA, with properties in ten states. We are currently seeking a Property Accountant at our corporate of...
Job Summary As a member of the Business Process Improvement organization, you will lead initiatives focused on improving the efficiency and effectiveness of business processes throughout Sales and Service, Marketing, Finance, Human Resources, IT, etc. You will be responsible for working with business area management to identify opportunities for improvement, measuring and analyzing current busines...
Your Insurance Group (Y.I.G.) is seeking experienced insurance agents ,entry level agents and non-licensed sales professionals. As an independent outside sales representative you will receive company support, comprehensive training, prospecting assistance and top level compensation. We specialize in serving the growing senior market offering insurance protection and top notch service to thousands...
About Our Organization Partners Community Healthcare, Inc. (PCHI) is responsible for developing and supporting the community-based network of physicians and hospitals that are affiliated with the Partners HealthCare System (PHS). PHS was founded by Brigham and Women's and Massachusetts General Hospitals and is now the largest private employer in Massachusetts. General Overview The Account Analyst...

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