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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. Tax Senior at Wolf & Company, PC

    Planning, managing & supervising multiple engagements as well directing members of our professional staff. Performing tax planning and tax compliance services...

  3. Financial Advisor at Investment Professionals, Inc.

    Financial Advisors at IPI have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds,...

  4. 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....

  5. Financial Services Professional - Local candidates only at New York Life

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

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    1. Operations Manager

      Position Title: Operations Manager Reports To: General Manager Location: BOS Direct Reports: up to 40 Operation Size: 40 employees, ~13 departures daily Salary: 40-45K Annual Depending on experience Position Purpose: Lead and direct all day-to-day operational activities at the Boston, MA station. Responsibilities include but are not limited to aircraft service for all Spirit Airlines flights at the BOS International Airport. Safety, security, training and compliance are the cornerstones of this operation and are critical requirements to achieving operational excellence. It is absolutely ...

      No PartTime
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      No Internship
      No Freelance
      No Telecommute

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    1. Automotive Sales and Leasing Representative $100,000 plus potential

      Audi and Porsche NorwellEntry Level Sales and Leasing Representative Earning Potential $100,000 + Per Year Audi and Porsche Norwell is holding open interviews for TWO DAYS ONLY!Monday, May 9th, from 10:00am-6:00pmTuesday, May 10th, from 10:00am-6:00pm(To confirm your attendance at the interview please click “APPLY” to submit your resume)Interview Location:Audi Norwell59 Pond StNorwell, MA ...

    1. Tax Manager/Supervisor at Leonard, Mulherin & Greene, P.C.

      As an integral member of the tax department a tax supervisor/manager will also work closely with partners to identify planning opportunities and research...

    1. Real Estate Accountant – Property Management (Boston)

      Real Estate Accountant - Property Management (Boston) We are a fully integrated property management company focused on the operation and long-term ownership of multifamily real estate. We are a fast-paced, highly principled, entrepreneurial company headquartered in Boston, MA with interests nationwide. We are currently seeking a Property Accountant at our corporate headquarters in Newton, ...

    1. Custodial Supervisor at Cushman & Wakefield

      Duties include planning, assigning, and scheduling work, training personnel in proper cleaning methods and procedures as needed....

    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. Institutional and Educational Piano Sales at M. Steinert & Sons Pianos

      Superior communication, planning, and organizational skills. Piano technicians, real estate agents, designers, piano teachers...)....

    1. Insurance Sales Account Executive

      AS PART OF OUR EXTENSIVE NATIONAL GROWTH PLAN, CASTLE EDGE INSURANCE AGENCY IS SEEKING TO HIRE SEVERAL INSURANCE SALES ACCOUNT EXECUTIVES WITHIN OUR WALTHAM, MA CORPORATE OFFICE.LOOKING TO START YOUR CAREER? ADVANCE YOUR CAREER? CHANGE YOUR CAREER? LOOK NO FURTHER!! IF THE IDEA OF CONSULTATIVE INSURANCE SALES APPEALS TO YOU, THEN CASTLE EDGE INSURANCE IS THE PLACE FOR YOU.Highlights of our ...

    1. Information Research Associate at Cambridge Associates LLC

      Today, we are a Global organization that provides investment planning, research and management to over 990 clients including nonprofit institutions, private...

    1. Are you tired of changes in the job market today?

      Are Your Sales Down?Security System Sales, Wireless Phone Sales, Pharmaceuticals, Life & Health Insurance Sales, Auto Sales, Mortgage Loans, Real Estate?· Has your compensation plans changed?· Are your sales down due to economy?· Does Corporate America have the rug pulled out from under you? Get out before the hole is too deep! We are not miracle workers and we definitely cannot resurrect the ...

    1. Investment Associate, Real Assets Research at Cambridge Associates LLC

      Today, we are a global organization that provides investment planning, research and management to over 990 clients including nonprofit institutions, private...

    1. Are your sales down because you have no clients?

      Are Your Sales Down?Security System Sales, Wireless Phone Sales, Pharmaceuticals, Life & Health Insurance Sales, Auto Sales, Mortgage Loans, Real Estate?· Has your compensation plans changed?· Are your sales down due to economy?· Does Corporate America have the rug pulled out from under you? Get out before the hole is too deep! We are not miracle workers and we definitely cannot resurrect the ...

    1. Custodial Supervisor at C & W Services

      Duties include planning, assigning, and scheduling work, training personnel in proper cleaning methods and procedures as needed....

    1. Property Accountant – Comp $60-$70/k (Boston)

      Property Accountant - Comp $60-$70/k (Boston) A real estate investment firm founded in Munich, Germany and currently headquartered in Boston, Massachusetts. We are seeking a full-time Property Accountant to manage, audit and analyze all financial matters related to a 24-story, mixed use (office/commercial) building located in downtown Boston, MA. This position reports directly to the CFO ...

    1. Corporate Paralegal at United Site Services, Inc.

      1.Ability to perform complex mathematical calculations and strategic planning. United Site Services is the nation’s leader in portable toilet rentals and porta...

    1. Community Manager, Boston, MA (Bi-lingual Spanish/English)

       About The Community Builders: Join a growing organization that is strengthening neighborhoods across the nation!  The Community Builders, Inc. (TCB) is one of America’s leading non-profit real estate developers and property managers.  Our mission is to build and sustain strong communities where people of all incomes can achieve their full potential. Position Description:  Under the direction ...

    1. Intern, Community Planning & Design at Regional Plan Association (RPA)

      Researching existing real estate uses throughout New York on a neighborhood level. Candidates should be recent graduates or current students in a Master’s...

    1. Construction Superintendent

      Construction Superintendent (Merrimack Valley) Merrimack Valley based Real Estate developer, with a growing development portfolio, is searching for a Construction Superintendent. Responsibilities:Maintain project schedule and budgetEnsure the design and development of plans meet company and Tenant requirementsBuy out project, monitor costs and perform projectionsManage projects as required by ...

    1. Gift Planning Regional Advisor (Major Gift) at American Bible Society

      Knowledge of planned giving vehicles, tax, financial, and estate planning concepts Education and/or Training....

    1. Financial Representative/ Financial Advisor

      Northwestern Mutual Financial Network was founded in 1857 and continues to provide expert guidance and innovative solutions to the planning needs of individuals and businesses. Our Financial Representatives have exclusive access to the Network’s group of specialists and work with clients in the areas of insurance and investments, comprehensive financial planning, retirement solutions, estate ...

    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. Financial Representative/ Financial Advisor

      Northwestern Mutual Financial Network was founded in 1857 and continues to provide expert guidance and innovative solutions to the planning needs of individuals and businesses. Our Financial Representatives have exclusive access to the Network’s group of specialists and work with clients in the areas of insurance and investments, comprehensive financial planning, retirement solutions, estate ...

    2. Internal Audit Associate – Big 4 (Boston)

      Internal Audit Associate - Big 4 (Boston) The Internal Auditor conducts audits in order to evaluate the design and operating effectiveness of operational, financial and information systems controls. The position is based in Boston, reports to the Internal Audit Manager and involves traveling to locations in North and South America, Europe and Asia Pacific. Responsibilities: Developing ...

    3. Graphic Designer

      Graphic DesignerIndustry:Graphic Designer will support a leading global commercial real estate company with 43,000 employees in more than 60 countries.Location:Positions located in the DC Metro, San Francisco, Boston and Chicago. Telecommuting permitted pursuant to company’s telecommuting guidelines. Type: Full-TimePosition Overview:The Graphic Designer will support the proposal team to ...

    4. 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 ...

    5. Portfolio Analyst

      This high-visibility analyst role is your opportunity to advance your career in a position offering tremendous professional development and exposure to multiple departments, regions and key stakeholders. As a Portfolio Analyst, you'll oversee a variety of financial functions including coordinating reporting deliverables, budgeting and forecasting, leasing / investment / rollover and variance ...

    6. 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 ...

    7. Inside Sales Representative

      We are a nationally established matchmaking company with over 20 years of experience in the industry. Due to our sustained success and consistent growth, we're looking for an experienced Inside Sales Representative to join our team in Woburn and Marlborough.The successful candidate will be required to sell high-end matchmaking services and maintain a closing percentage on prospective clients ...

    8. Administrative Professional

      Are you interested in working in a multi-faceted, guided, self-paced atmosphere with a motivated positive sales force? Then we want to hear from you.Our growing real estate team in Jamaica Plain, MA is searching for an organized, hard working and creative assistant to execute marketing plans, organize files, track transactions and other various back office responsibilities.Primary Objectives· ...

    9. Inside Sales Representative

      We are a nationally established matchmaking company with over 20 years of experience in the industry. Due to our sustained success and consistent growth, we're looking for an experienced Inside Sales Representative to join our team in Woburn and Marlborough.The successful candidate will be required to sell high-end matchmaking services and maintain a closing percentage on prospective clients ...

    10. Regional Project Manager for Capital Improvements

      Job DescriptionBackground: To help raise performance standards and broad efficiencies for smaller public housing authorities in areas of development, maintenance and purchasing the Massachusetts legislature created 3 Regional Capital Assistance Teams (RCATs) to take advantage of programs that could be applied at a regional scale, (over approximately a third of the state in each region) rather ...

      1. High Net Worth Tax Senior Associate at CBIZ

        Communicate innovative planning opportunities to clients. Services include personal, fiduciary, foundation, gift and estate consulting....

      2. Real Estate Tax Manager at CBIZ

        Design and communicate innovative planning opportunities to clients. Real Estate Tax Manager – Boston, MA (Copley Square)....

      3. Trust Advisor at Loring, Wolcott & Coolidge Trust, LLC

        The nature of this position results in significant exposure to trusts, estate planning and investment portfolio management activity....

      4. Manager of Tax at Loring, Wolcott & Coolidge Trust, LLC

        Drive successful working relationships and interact regularly with Trustees in an advisory capacity with existing and potential clients to assist with complex...

      5. Senior Financial Advisor (5 years exp required) at The Farland Group, LLC

        Lead client planning meetings, document client wishes, and deliver detailed and customized planning strategies....