Top Tech Jobs & Startup Jobs in Boston, MA

The role involves providing financial advice, building client plans, recommending products, and meeting regulatory licensing requirements.

Provides tailored financial advice to clients, develops financial plans, manages client relationships, and recommends financial products. Must achieve SAFE Act registration.

The role provides client service support to Financial Advisors, focusing on operational excellence, client advocacy, and relationship management with clients.

Provide technical fiduciary tax knowledge for Private Bank client accounts, ensuring compliance with tax laws and client service standards.

Provide customized financial advice and solutions to clients, manage leads, and recommend brokerage and banking products while ensuring regulatory compliance.

Analyze fraud risk and profitability, drive strategic improvements, and implement fraud mitigation strategies while mentoring peers and managing relationships.

The Merrill Market Supervision Manager oversees compliance and business functions, ensuring regulatory adherence and supporting financial advisors in risk management and client solutions.

The analyst leads investment due diligence on new funds, analyzes investments, monitors existing funds, and presents findings to committees.

Provide client service support to Financial Advisors by assisting with client needs, ensuring operational excellence, and maintaining client relationships.

The role involves providing client service support to Financial Advisors, ensuring timely and accurate client communications, and deepening client relationships through education on banking offerings.