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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. 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,...

  4. Real Estate Tax Manager at CBIZ

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

  5. Real Estate Tax Director at CBIZ

    Real Estate Tax Director – Boston, MA (Copley Square). Manage multiple engagements which include consulting, compliance, and tax planning services....

    Ads
    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. Benefit Analyst at Borislow Insurance

      For over 33 years BI has provided employee benefits consultation, personal and estate planning to corporations and individuals. Borislow Insurance Overview:....

    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. Design Project Manager at Liberty Mutual

      Candidate will manage the design and construction of up to 25 real estate projects in various phases. Minimum of 7 years of experience in a project management...

    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. Staff Accountant at Wouch Maloney & Co. LLP

      You will have the opportunity to participate in the firm’s management consulting services including tax planning, business consulting, cash-flow analysis,...

    1. Outside Sales|Immediate Hire|Upfront Commission + Residuals| (JB326)

      Do you want to sell something once and continue earning a monthly residual commission for the life of the account as long as you continue to meet your target? If you have a successful sales track record and/or an already established book of business, we are interested in speaking with you. Turnkey Processing, headquartered in Meriden, CT, is an ISO for First Data Corporation (NYSE: FDC) - the ...

    1. Associate Financial Planner at LPL Financial

      Financial Planning, Trading and Support:. Financial Planning/Client Review Obtain information necessary to develop a financial plan Analyze and organize client...

    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. Senior Financial Analyst at CBRE

      Providing monthly variance analysis, creating budgets and forecasts on a Commercial Real Estate portfolio....

    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. Financial Analyst- Affordable Housing at CohnReznick

      BS/BA degree in real estate, urban planning, accounting, finance, or related area with preference given to candidate with some training in computer science...

    1. Sales & Marketing Director

      Sales & Marketing DirectorBenchmark Senior Living is currently seeking a Sales & Marketing Director to join our team in Newton, MA!If you are an enthusiastic, persuasive and competitive sales individual who enjoys building rapport with customers then this is the opportunity for you!JOB SUMMARYWe are seeking an outgoing Sales & Marketing Director who will be responsible for the sales ...

    1. Financial Analyst II at Partners HealthCare

      Coordinates with all levels of the organization, including Directors and VPs in Capital Accounting, Real Estate & Planning, Engineering, Buildings & Grounds and...

    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. Financial Analyst II at Partners HealthCare(PHS)

      Coordinates with all levels of the organization, including Directors and VPs in Capital Accounting, Real Estate & Planning, Engineering, Buildings & Grounds and...

    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. 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,...

    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. Licensed Financial Advisor at USALLIANCE Financial

      Join a Winning Team! CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of

    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 ...

    2. 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, ...

    3. Energy and Commissioning Engineer

      FOR IMMEDIATE RELEASE Subject:  Energy and Commissioning Engineer Position – Immediate Full-Time Openings ICO Energy and Engineering, Inc. is a privately held, full-service energy and infrastructure consulting firm that is supporting some of the most prominent real estate developers and commercial entities in the Northeast marketplace.  We are providing value to both new construction projects ...

    4. 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 ...

    5. 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 ...

    6. 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 ...

    7. 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 ...

    8. 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 ...

    9. 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 ...

    10. 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, ...

      1. 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....

      2. IWMS Implementation Consultant at Planon

        General understanding of Project management, planning and oversight procedures and requirements. Working knowledge of Workplace, Facilities, Real Estate and...

      3. Financial Advisor at Franklin Mint Federal Credit Union

        Insurance, Estate Planning, and Financial Planning Provide consistent training to Credit Union personnelby creating and implementing contest, lobby day, and SEG...

      4. Northeast Tax Financial Services Manager at PricewaterhouseCoopers LLC

        Real Estate advises a broad array of real estate owners, developers and investors, including publicly traded REITS, institutional real estate funds managed by...

      5. Remote Independent 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,...