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estate planning in Boston

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  1. Financial Advisor / Financial Services Professional at New York Life Insurance Company

    Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals...

  2. Financial Advisor / Financial Sales at NEW YORK LIFE - Greater Boston

    Risk and asset management, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy and estate planning....

  3. Financial Advisor at New York Life

    Risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning....

  4. Digital Platform Engineer 5 of 5 at MassMutual Financial Group

    Offers real estate equities. And Cornerstone Real Estate Advisers, which. Money management, trust services, retirement planning products, worksite, annuities,...

  5. Senior Tax Accountant at Dukhon Tax

    Trusts and estates. Review of Trust and Estate tax returns. Assist firm leaders with client planning and business development....

    Ads
    1. Program Support Specialist

      TITLE: Program Support SpecialistREPORTS TO: Program Support ManagerSTATUS: Full-timeSUMMARY: The Program Support Specialist (PSS) works within the Program Support Department and reports directly to the Program Support Manager. The PSS’s role is highly focused on the mission’s expanding standards to improve the level of service provided to Homes for Our Troops (HFOT) program recipients. The ...

    1. Office Services Manager at Rue La La

      Interacts with landlord and Rue Legal department, managing all real estate, lease, and rental agreements. We’re looking for a full time Office Services Manager...

    1. CFO, Automotive Dealership Group ($2B U.S. Auto Retailer)

      CFO, Automotive Dealership Group ($2B Automobile Retailer)Location: Southern United States, ( TBD.)Industry: Automotive industry.Sector: Automotive Retailer, Automotive Dealership Group.Level: C-Level, Senior Executive.CFO, Automotive Dealership GroupSalary: Compensation is commensurate with experience, skill set, and capabilities, as well as the candidate's salary history, and track record ...

    1. Member Service Representative II (Part-Time) - Camp Henry at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. CUSTOMER SERVICE OPPORTUNITY - NOT A CALL CENTER!

      Customer Service Opportunity- Not a Call Center! We are a very busy, fast paced and expanding Sales and Marketing Company in the Greater Boston Area and we are looking for ambitious people to join our team.We are recruiting NOW for a variety of areas of the business ranging from Sales and Customer Service to Business Management for the more ambitious and career minded.Due to our expansion to ...

    1. Member Service Representative (Part-Time) - Yongsan at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Insurance Sales Agent - We Help Families!

      Make your living helping families! We have openings for a field underwriter in the general area. We focus on mortgage protection policies where the AVERAGE COMMISSION IS $500 TO $600 PER SALE. Our full time agents sell up to 15 policies per week, part time agents 2 to 6 per week. You will also have access to a variety of products from other insurance companies. Solid, proven leads are ...

    1. Member Service Representative (Part-Time) - Sasebo at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Industrial Hygienist / Environmental Science Professional / PM

      Hillmann Consulting is a nationwide, full-service environmental consulting firm with more than 30 years of experience in providing customized Environmental Health and Safety, Remediation Support, Real Estate Due Diligence, Geotechnical and Laboratory Analysis services. We have an extensive background in performing emergency planning and first-response programs for major disasters worldwide, ...

    1. Member Service Representative (Part-Time) - Camp Casey at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. International Tax Manager Comp up to 100k Fulltime

      We are located in Boston, MA area and we help plan, manage and achieve business success. We work with entrepreneurs, smaller and middle-market companies, and family businesses in New England, the U.S., and internationally. Some industries we work with are distribution, manufacturing, professional services, technology, construction, real estate providing accounting & audit, strategic business ...

    1. Member Service Representative (Full-Time) - Camp Humphreys at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Hotel Market Research Specialists.

      Portsmouth, NH-based Lodging Econometrics is a trusted advisor and consultant to global companies seeking to accelerate their growth plans and market share.Based on our clients growth objectives, we create customized sales solutions that identify and present all new business opportunities sourced from our own global lodging real estate intelligence.We are seeking several Part time Hotel ...

    1. Member Service Representative (Full-Time) - Camp Casey at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Sales Administrative Assistant

      Portsmouth, NH-based Lodging Econometrics is a trusted advisor and consultant to global companies seeking to accelerate their growth plans and market share.Based on our clients’ growth objectives, we create customized sales solutions that identify and present all new business opportunities sourced from our own global lodging real estate intelligence.We are looking for an experienced Sales ...

    1. Member Service Representative (Part-Time) - Osan AB at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Project Manager

      Entrepreneurial, fast paced construction and real estate development company is looking to expand its team. The company has an impressive portfolio made up of commercial projects. They are most well known for their work within the health-care, life sciences, academic, and retail industry. Seeking a Construction Project Manager to work based out of the office located in Wilmington. Job ...

    1. Life Insurance Wholesales Marketing Specialist at Pinnacle Advisors Group

      Buy-sell agreements, split dollar, key person, deferred compensation, estate planning techniques, etc. Pinnacle Advisors Group, a leading independent marketing...

    1. Loan Processor

      POSITION SUMMARY STATEMENTThe Consumer Loan Processor is responsible for preparing consumer/home equity loan applications for underwriting submission, closing and funding. This role requires regular member contact to obtain necessary loan documents, confirm accuracy of loan application, process loan requests, and expedite loan closing. PRIMARY DUTIES AND RESPONSIBILITIES:Process consumer/home ...

    1. Regional Manager of Operations at MPA

      7+ years commercial real estate; Provides information and direct input in major fiscal activities including business planning, budget preparation and financial...

    1. Facilities Data Center Chief Engineer

      BASIC FUNCTION –The Chief Engineer is responsible for data center technical operations at client location.  Data center operations include, but are not limited to: ·         Engineering operations and core infrastructure preventative and reactive maintenance·         Data center construction management, commissioning and start-up·         Delivery of data center services including colocation, ...

    2. Hiring Life or Health Insurance Sales Agents

      “ At TLG we teach licensed professionals how to properly help people every day and protect themselves from financial disaster. Instead of a transactional sale being made on each appointment we teach a method of multiplying your sales at one time. This method of generating multiple lines of revenue in a single sit is what separates us from our competitors. Making a multiple six figure income ...

    3. Operational Risk Manager 4

      Job Title:Operational Risk Manager 4Job ID Number:5264058-4Location:Boston,MAJob Description:Job Description Let’s talk about building a rewarding career It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in ...

    4. Real Estate Broker - Ready for a Change?

      At HBM2 we believe in positioning our brokers to succeed. We supply personal support, great tech, exclusive territories and national scope. You supply the drive. Come explore the possibilities with us!National Scope – National OpportunitiesHBM2’s powerful real estate search platform displays accurate up-to-date MLS data for your customers; anywhere they want to search nationwide. Use our ...

    5. Tax Director - High Net Worth

      Top 10 National CPA Firm-Boston (High Net Worth)-Up to $200K plus BonusThe Sizzle: Highly competitive benefits and compensation package. Work/life balance. Great company culture, making a difference in lives of both clients and employees. Note from Hiring Manager: We are looking for high achieving and enthusiastic professionals with a desire to make a difference to join our team. Use your ...

    6. Real Estate Broker Opportunity

      At HBM2 we believe in positioning our brokers to succeed. We supply personal support, great tech, exclusive territories and national scope. You supply the drive. Come explore the possibilities with us!National Scope – National OpportunitiesHBM2’s powerful real estate search platform displays accurate up-to-date MLS data for your customers; anywhere they want to search nationwide. Use our ...

    7. Treasury Manager

      Treasury Manager The Treasury Manager is an integral member of Finance charged with co-managing the loan compliance function within the Treasury Department of this major commercial real estate investment company whose holdings exceed 50+ properties in Eastern U.S. including more than 1 million square feet of retail space under development.. This role will be critical in maintaining ...

    8. Attorneys, Paralegals, realtors, and  industry professionals needed

      National Signing Source is back. We have plenty of opportunities for the right individuals. We are looking for attorneys, paralegals, realtors, industry professionals (Mortgage Banking), and anyone else with a strong legal or real estate background.All work is contracted and fees are paid on a bi-weekly basis by all lenders and title companies.Don't allow this opportunity to pass you by, ...

    9. Retail Independent Insurance Agent - Leads, 150 Carriers, Top Comp

      Retail Insurance RepresentativeRetireCo provides our retail representatives with an opportunity like none other in the insurance and financial services industry. We have made the process of buying and selling insurance better for everyone. Our Reps have the opportunity to represent over 150 life and health insurance carriers, over 50 property and casualty insurance carriers and have access to ...

    10. Retail Independent Insurance Agent - Leads, 150 Carriers, Top Comp

      Retail Insurance RepresentativeRetireCo provides our retail representatives with an opportunity like none other in the insurance and financial services industry. We have made the process of buying and selling insurance better for everyone. Our Reps have the opportunity to represent over 150 life and health insurance carriers, over 50 property and casualty insurance carriers and have access to ...

      1. New England Executive Director at Friends of the Israeli Defense Forces (FIDF)

        Working knowledge of charitable gift planning and philanthropic vehicles in order to facilitate sophisticated philanthropic and estate planning conversations....

      2. Tax Manager at Damon & Associates, Inc.

        Review Individual, C and S Corporation, Partnership, Trust, Estate and Non Profit Tax Returns, including tax planning....

      3. Regional Property Supervisor at Confidential - Property Management Company

        Mixed income, mixed use development, and master planning; Demonstrate a high level of property management expertise, analytical ability, financial acumen, real...

      4. Advanced Planning Attorney - Northwestern Mutual at Northwestern Mutual - Greater Boston Area

        Must be knowledgeable in the areas of business and estate planning, tax planning, and retirement planning. The Northwestern Mutual offices located in Boston and...

      5. SVP, Global Design at Digital Realty

        Equipment Inventory and Production Planning. Professional development -- You will learn two industries in this position, real estate and high tech, and also...