- Citizens (Boston, MA)
- …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 ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (North Dartmouth, MA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...in the creation of new clients via face-to-face and virtual sourcing strategies. + Continually develop yourself to grow… more
- Edward Jones (Cambridge, MA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Humana (Boston, MA)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- Elevance Health (Woburn, MA)
- **Data Loss Prevention (DLP) Advisor ** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- H&R Block (Brockton, MA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- UNUM (Boston, MA)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- H&R Block (Natick, MA)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- H&R Block (Brockton, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- H&R Block (North Attleboro, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
