• Private Client Advisor

    KeyBank (West Springfield, MA)
    **Location:** 225 Park Avenue - West Springfield, Massachusetts 01089 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
    KeyBank (09/09/25)
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  • Private Client Financial…

    Citizens (Dartmouth, MA)
    …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...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
    Citizens (08/09/25)
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  • Portfolio Advisor

    Wellington (Boston, MA)
    …with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business… more
    Wellington (09/08/25)
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  • Private Wealth Client Associate

    Bank of America (Boston, MA)
    Private Wealth Client Associate Boston, Massachusetts... client materials and follows up on all client and Financial Advisor (FA) requests + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private -Wealth- Client -Associate\_25035962) **Job Description:** Merrill Wealth Management is… more
    Bank of America (08/28/25)
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  • Citi Wealth: Private Bank - UHNW Banker…

    Citigroup (Boston, MA)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
    Citigroup (07/23/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Boston, MA)
    …on implementation on how to best structure the facility that works for the client and the Bank. Manages the most complex borrowing relationships by presenting WT ... close custom (advisory/tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business. Develop and… more
    M&T Bank (08/16/25)
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  • Private Banking Business Development…

    Eastern Bank (Boston, MA)
    …Collaborates with other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full ... capabilities of the bank to each client . + Refers clients and prospects to Commercial Lending,...and treasury management solutions to serve as a "trusted advisor " to our clients.Industry expertise in key verticals is… more
    Eastern Bank (09/09/25)
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  • Private Banking Business Development…

    Eastern Bank (Boston, MA)
    …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... full capabilities of the bank to each client . + Refers clients and prospects to Commercial Lending,...and treasury management solutions to serve as a "trusted advisor " to our clients. Industry expertise in key verticals… more
    Eastern Bank (09/09/25)
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  • Tax Manager - Private Equity

    Deloitte (Boston, MA)
    …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
    Deloitte (08/18/25)
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  • Tax Senior, Private Equity

    Deloitte (Boston, MA)
    …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
    Deloitte (08/20/25)
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