13 Investment Specialist Jobs in Massachusetts
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Financial Planning Specialist Claire Myers Consulting - Boston, MA, United States and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory 8 days ago
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Finance Specialist The Hollister Group - Boston, MA, United States Are you looking for finance experience this summer? Our client, a large Investment Management firm, is seeking a Finance Specialist to play a vital role in supporting their finance and global data 13 days ago
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Managing Director, Investment Banking - Capital Raise Specialist Synergy Management Group - Boston, United States We are currently executing a rapid and efficient angel/seed-stage capital raise and are seeking an experienced Investment Banker with... 2 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Boston, MA, United States , and in Broker/Dealer business, including Retirement Plans, Annuities, etc. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients 28 days ago
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Managing Director Investment Banking, Healthcare Services Sage Search Partners - Boston, MA, United States sector bankers, sponsor coverage and product specialists on transaction development. Experience 10+ years of work experience in Investment Banking *Will help with relocation. 24 days ago
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Investment Specialist - Naples Keller Executive International Search - Marshfield, United States As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on... $80 000 - $100 000 24 days ago
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Operational Specialist Cypress HCM - Boston, MA, United States Operations Specialist (Financial) Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm The Operations Specialist will provide analytical support 29 days ago
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RESEARCH ASSOCIATE, LONG/SHORT EQUITY, HEDGE FUND GROUP Wellington Management Company, LLP - Boston, United States opportunities within the technology and consumer sectors globally. This individual will work as part of a highly collaborative team. They will be a specialist focused on conducting investment research, providing Competitive 8 days ago
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VP, External Investment Management – Public Equities Factory Mutual Insurance Company - Waltham, Massachusetts will have a small staff group of generalists and specialists, as needed, and also will have the opportunity to work with other team leaders within Investments, to onboard top talent, including summer interns 9 days ago
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Senior Trust Officer Citizens - Boston, United States of investment, financial planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They will perform these duties Competitive 12 days ago
Top locations
- Boston, MA (20)
- Waltham, MA (2)
- Methuen, MA (1)
- Springfield, MA (1)
- Marlborough, MA (1)
- Newton, MA (1)
- Westwood, MA (1)
- Marshfield, MA (1)