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estate planning in Boston

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  1. Financial Advisor 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. 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....

  3. Financial Advisor at The Farland Group, LLC

    Excellent knowledge of comprehensive financial planning strategies. Meet with clients to discuss their goals and to review their comprehensive wealth management...

  4. Senior Investment Consultant at City National Bank

    City National Rochdale develops “partnering” relationships with accounting firms, estate planning firms and various broker/dealer advisors with the objective of...

  5. Program Manager at Veritude

    Working knowledge of high net worth service including, personal trust, investments, estate planning, retirement planning, and other financial services....

    Ads
    1. Customer Service Representative: Full Time and Part Time Positions

      The Job Window is currently looking for an entry level individual with a customer service background for their full time Customer Service Representative position. For this position, our client has found that candidates who have worked in retail, restaurant, hospitality or customer service industries excel as they have the people skills to provide the “personal touch" that the company is known ...

    2. Director Procurement-Hardware, Software, Technology Infrastructure

      TITLE: Director Procurement-Hardware, Software, Technology InfrastructureLOCATION: Washington DC metro areaJOB INFORMATIONResponsible for coordinating and aligning acquisition strategies with business objectives as well as directing day-to-day operations of the IT HW/SW and Telecomm categories within scope. He or she will be part of a team charged with managing $5 billion in annual spend, ...

    3. Real Estate Attorney with 3-15 years of transactions experience

      Boston office seeks real estate attorney with 3-15 years of experience. The candidate will handle a wide range of real estate transactions, from term sheet through closing, including negotiation and drafting of transaction documents and performance and coordination of due diligence. Will serve in high-profile developments in Boston and in major markets throughout the United States and abroad. ...

    4. Sr. Real Estate Accountant - Comp up to $70/s plus 10% bonus target

      We represent a global leader in commercial real estate services with more than 16,300 professionals operating from 502 offices in 67 countries. They have been ranked among the top 100 outsourcing firms by the International Association of Outsourcing Professionals' Global Outsourcing for 10 consecutive years, more than any other real estate services firm. Our client seeks a Senior Property ...

    5. VP of Product and Technology

      We are looking for a professional and energetic Vice President of Product and Technology with a solid background and passion for technology and real estate!This is a tremendous opportunity for an experienced, versatile Technology Manager to come in and play a key role in solidifying our innovative products and build an in-house development team. Key Responsibilities & Competencies•   Create ...

    6. Entry Level Assistant - Expanding Marketing Firm *FULL TIME*

      Entry Level Assistant - Expanding Marketing Firm *FULL TIME*Customer Service Specialist! Growth Opportunity*   Do customers specifically request you based on your great customer service?Does your personality alone put people at ease?Are you looking for an opportunity for growth and advancement in your next position? Then YOU are EXACTLY the type of person that we are looking for!  We are ...

    7. Director of Global Sourcing, Supply Chain

      Job Summary:Reporting to the Sr. Director of NA Sourcing & Category Management this role will be responsible for overall team performance, including metrics for quality, cost, timeliness, savings, and feedback from the business owners.The Director of Global Sourcing, Supply Chain, will serve as the Category Lead for the Logistics, Real Estate, Store Ops, and facilities maintenance categories ...

    8. Retail Customer Service: Full Time and Part Time Positions

      The Job Window is currently looking for an entry level individual with a customer service background for their full time Retail Customer Service Associate position. For this position, our client has found that candidates who have worked in retail, restaurant, hospitality or customer service industries excel as they have the people skills to provide the “personal touch" that the company is ...

    9. Junior Marketing Communications Associate – Community Public Relations

      The Job Window is hiring for a Marketing Communications Associate for one of the leading Direct Marketing and Promotional Advertising firms in the country.  PURPOSE: Marketing and Communications for company - Training from the ground up - Travel Opportunities - Management PotentialMAJOR RESPONSIBILITY AREAS  Implementation of in-field marketing & sales plans, including product positioning, ...

    10. Customer Care Advocate

      Are you customer focused, personable, resourceful and looking to start your career with a leading provider in customized promotional marketing, advertising, sales and brand marketing strategies? Our client, one of the top providers of promotional brand marketing services is seeking an entry level Customer Care Advocate to join their growing team of customer satisfaction devoted professionals! ...

    11. Director of Global Sourcing, Supply Chain

      Job Summary: Reporting to the Sr. Director of NA Sourcing & Category Management this role will be responsible for overall team performance, including metrics for quality, cost, timeliness, savings, and feedback from the business owners. The Director of Global Sourcing, Supply Chain, will serve as the Category Lead for the Logistics, Real Estate, Store Ops, and facilities maintenance ...

    12. Sales Manger Development Training : No Cap + Paid Travel (NB1020)

      EPG is a national merchant services ISO for Vantiv (NYSE: VNTV) .   The Sales Manager position is for true self-motivated professionals. We are seeking to hire 1-2 sales managers for our organization. Our fast-tempo sales culture promotes from within and provides the training and platform for the right entrepreneurial minded candidate to build a lucrative long-term career.   However, all ...

    13. Sales Manger Development Training : No Cap + Paid Travel (NB1020)

      EPG is a national merchant services ISO for Vantiv (NYSE: VNTV) .   The Sales Manager position is for true self-motivated professionals. We are seeking to hire 1-2 sales managers for our organization. Our fast-tempo sales culture promotes from within and provides the training and platform for the right entrepreneurial minded candidate to build a lucrative long-term career.   However, all ...

    14. Tired of Selling Cars? NOW Hiring "CLOSERS" (NB1020)

      Outside NATIONAL SALES. Pre-Set LEADS No Rescissions No Reserves Commissions Paid Weekly!   SEEKING “CLOSERS” FOR IMMEDIATE START EPG is seeking dynamic sales professionals with a natural ability to “make friends” quickly. Our fast-tempo sales culture promotes from within and provides the training and platform for the right entrepreneurial minded candidate to build a lucrative long ...

    15. Sales Associate - Piano Sales

      Steinway & Sons is seeking individuals who possess the desire, passion, and experience to join our organization- either at our company owned or independently owned stores across the US and Canada- in selling the world’s finest pianos.     Responsibilities include, but are not limited to: • Achieve personal sales goals and support store in achieving goals • Develop and cultivate customer ...

    16. Retirement Plan Participant Services - Enhanced Customer Service

      Empower Retirement currently has an opening for a Retirement Correspondent in the Enhanced Participant Services department. This position is responsible for reviewing, analyzing, and approving/denying financial and legal transactions related to IRC Sections 401(a), 401(k), 403(b), 408, and 457 Plans. In addition, this position responds to written and email correspondence, and handles inbound ...

    17. Estate Planning Paralegal / Legal Assistant

      Andover law firm seeks Paralegal or Legal Assistant with extensive estate planning experience to assist with drafting and documents. Experience with Wealth Counsel, Hot Docs or other document assembly software, or the willingness and ability to quickly become adept with such software, is required.   The candidate should possess exceptional attention to detail and excellent prioritization ...

    18. Attorney - Estate Planning, Estate Administration and Elder Law

      Boutique Andover law firm seeks entrepreneurial associate attorney to handle busy case load of estate planning, estate/trust administration and elder law matters in a collegial and supportive environment.   The candidate should have extensive drafting experience and knowledge of sophisticated planning techniques for high-net-worth estates; experience with estate administration; ability to ...

    19. Certified Housing Counselor

       American Consumer Credit Counseling (ACCC), a non-profit consumer education, credit counseling and debt Management Company located in Auburndale, MA. Visit us on the web at www.consumercredit.com. ACCC's Housing Counselor is responsible for housing counseling including but not limited to: reverse mortgage counseling, foreclosure counseling, pre-purchase counseling and post purchase ...

    20. Recruiter

      This position is responsible for implementing and updating a recruitment strategy designed to meet the exempt staffing needs managing a recruitment function designed to meet the exempt and non-exempt staffing needs of the corporate offices, Lakeville Distribution Center, New York Design Center, Telemarketing office in Knoxville and the Tampa System Center.  Principal Accountabilities: - ...

    21. Home Lending Officer-Boston

      HLO Profile/Job Description: Our Home Lending Officers (HLO's) consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and ...

    22. Property Accountant – International Real Estate Firm (Boston)

      We are currently seeking a Property Accountant to join the Accounting team. This candidate should have solid analytical, technical, time management, and written/verbal communication skills; plus enjoy working in a team-oriented, deadline driven environment. Primary responsibilities include: - Performs analysis of cash requirements and cash positions for assigned portfolio. - Reviews and ...

    23. Project Manager (up to Senior level)

      Planon, the leading global real estate and facility management software provider of Integrated Workplace Management Solutions, has retained CareerEncore to recruit a Project Manager to join their US Services & Support team.  Planon is looking for exceptionally strong talent, thus is willing to hire up to the Senior Project Manager level. Job Summary: Based in our Braintree, MA office, the ...

    24. B2B Outside Sales Representative

      EPG is a national merchant services ISO for First Data Corporation (www.firstdatacorp.com) . EPG is one of the leaders in the industry. We are a fast growing company that only promotes from within. We are seeking to grow our new business development team and have an immediate need for 4-5 Outside Sales Executives (OSE). OSE's travel 2-3 weeks out of each month to pre-determined locations (of ...

      1. Director, Gift Planning at Northeastern University

        Additional course or degree work in the areas of Gift planning, financial planning, estate planning, tax planning, legal studies or management....

      2. Director of Planned Giving at Beth Israel Deaconess Medical Center

        The Director will work with individual donors regarding their estate planning needs and respond to specific questions in the areas of philanthropic planning,...

      3. Real Estate Development Planner/Research Associate at LDS Consulting Group, LLC

        A concentration in real estate finance, planning or urban development is preferred. We seek an applicant who is highly motivated to work in the field of real...

      4. Senior Director of Gift Planning at Harvard University

        Oversees comprehensive planned giving fundraising operation, including strategic planning, goal setting, and performance management of the Gift Planning team;...

      5. Tax Senior Manager at BDO USA, LLP

        International, SALT, Estate Planning) for issue identification and resolution. BDO’s Core Purpose is Helping People Thrive Every Day....