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estate planning in Boston

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  1. Financial Advisor / Registered Representative / Agent at New York Life

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

  2. 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...

  3. Bilingual Financial Advisor at New York Life

    Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. Our Financial Professionals arrive with diverse career...

  4. Tax Manager at Damon & Associates, Inc.

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

  5. Outside Sales Executive at Boynton Insurance Agency

    _Prior experience with investments, financial planning or commercial real estate helpful._. _“A successful, growing, risk-management company with offices in...

    Ads
    1. Real Estate Sales Consultant

      M&A Real Estate is seeking Sales Consultants to join our growing team of professional and successful sales agents. The right candidates for this position must have experiences in marketing, negotiations and delivering unparalleled customer service in a real estate market or similar environment. Candidates must also be knowledgeable and up-to-date on the dynamics of the changing real 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. Estate Planning & Business Attorney

      Attorney with significant experience in estate planning and business law with outstanding credentials sought by Metrowest law firm with sophisticated trust and estates practice.  Portable billings desirable.

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

      Jaffarian Automotive GroupEntry Level Sales and Leasing Representative Earning Potential $100,000 + Per Year Jaffarian Automotive Group is holding open interviews for THREE DAYS ONLY!Monday, May 23rd, from 10:00am-6:00pmTuesday, May 24th, from 10:00am-6:00pmWednesday, May 25th, from 8:00am-11:00am(To confirm your attendance at the interview please click “APPLY” to submit your resume)Interview ...

    1. Program Coordinator I at Commonwealth of Massachusetts

      The Division of Capital Asset Management and Maintenance (DCAMM) is responsible for capital planning, project delivery, property management, and real estate...

    1. Paralegal

      Eleven attorney law firm located in the financial district of Boston, Massachusetts, seeks candidate to fill a Paralegal/Legal Assistant position available immediately in our Private Client Department. The Private Client Department focuses on our client's estate planning and tax needs. Various duties include drafting correspondence and legal documents including wills and trusts, preparation ...

    1. Financial Advisor Development Program at Commonwealth Financial Group

      Courses with Estate and Tax Planning Attorneys on Staff. Competitive products and a unique planning process....

    1. Project Manager of Regional Captial Assistance Team (RCAT)

      Job Title:Project Manager of Regional Capital Assistance Team (RCAT)Revision Date:E.D. InitialsFebruary 23, 2016Department/Group:RCAT-Southeast RegionUnion StatusNon-UnionLocation:Barnstable, Bristol, Dukes, Nantucket, Norfolk, Plymouth Counties. Home Office Location: Taunton Housing AuthorityFSLA StatusExemptLevel/Salary Range:$70,000.00- $85,000.00Position Type:Full TimeSchedule40 hours per ...

    1. Risk Advisory Services Intern - Summer 2017 at Weaver

      Internal audit planning. We work in industries including Construction, Energy, Financial, Healthcare, Insurance, Manufacturing, Nonprofit, Professional Services...

    1. Accountant – Commercial Real Estate (Boston)

      Accountant - Commercial Real Estate (Boston) Our rapidly growing development company is looking for a Property Accountant to join their team. The ideal candidate will have at least 5 years of experience in Real Estate Accounting and a desire to grow with a very fast-paced and innovative company. Excellent overall benefits package and brand new office space await - send your resume today! ...

    1. Corporate Real Estate Program Manager at Cardno

      The Corporate Real Estate (CRE) Program Manager will provide strategic and operational leadership for the Cardno's real estate....

    1. Alternative Investments Operations Manager

      Job Title:Alternative Investments Operations ManagerJob ID Number:5213276-2Location:Boston,MAJob Description:Job Description Let’s talk about building a rewarding career You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You ...

    1. Financial Specialist at AgChoice Farm Credit

      Assist with planning and coordinating a wide range of customer events and promotional activities in the branch territory....

    1. Head of Facilities

      Wayfair is searching for a Head of Facilities for its rapidly expanding E-commerce business.With its headquarters in Boston MA, teams in Utah, Kentucky, Texas, New York, Berlin, London and Galway, Ireland, this is a role for someone that can handle a variety of people, cultures, and situations and that also thrives in a rapidly changing environment. This is a very hands-on role for someone ...

    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. ISP Coordinator

      Description The ISP Coordinator will be the primary interface between the Wayfair Communications team (aka Network Engineering) and the many ISPs (Internet Service Provider) and Carriers that provide Internet and telecommunications connectivity to Wayfair's many locations. The ISP Coordinator will be on the leading edge of Wayfair's global expansion, small warehouses, big warehouses, ...

    1. Vice President, Corporate Accounts at Genesee & Wyoming Inc.

      Must have proven track record demonstrating entrepreneurial ability, strategic planning and project management skills....

    1. Account Executive

      Primary Responsibilities Generate new business in assigned territory Identify pre-bid opportunities by developing relationships with primary influencers in the A/D community, commercial real estate, facilities management, moving companies, etc... Present customized solutions to end user decision makers Manage day to day relationships with key strategic accounts Collaborate with interior ...

    1. Tax Staff Accountant at Marcum

      Trusts & Estates. CAREERS Experienced Students Culture Recruiting Calendar Job Openings Benefits Forensic Accounting Bankruptcy Securities Litigation Computer...

    1. Real Estate Accountant – Perm (Boston)

      Real Estate Accountant - Perm (Boston) We are currently seeking a Property Accountant at our corporate headquarters in Boston, MA. The Property Accountant will be responsible for 10 to 12 properties for a designated region. This position will review, analyze and post journal entries to the general ledger, perform account reconciliations, monitor escrow balances, prepare lender reporting and ...

    2. Accountant – Commercial Real Estate (Boston)

      Accountant - Commercial Real Estate (Boston) Our rapidly growing development company is looking for a Property Accountant to join their team. The ideal candidate will have at least 5 years of experience in Real Estate Accounting and a desire to grow with a very fast-paced and innovative company. Excellent overall benefits package and brand new office space await - send your resume today! ...

    3. Strategic Planning Manager 1

      Job Title:Strategic Planning Manager 1Job ID Number:5212335-2Location:Boston,MAJob Description:Job Description T he Corporate Properties Group manages one of the largest corporate real estate portfolios in the world. Our experienced real estate team knows the Wells Fargo lines of business and supports: 9,300 sites in 35 countries, including more than 8,000 retail locations, more than 11,000 ...

    4. Sales Agent Wanted for Travel

      Seeking to upgrade your career? Are you looking for that high-income sales position with the ability to travel?If you have a strong desire to sell, Ironwood (NYSE: VNTV) is seeking Outside Sales Executives for our new business development team.You can expect the following:· Travel 2-3 weeks out of each month to pre-determined locations within the U.S.· Two - Four prescheduled appointments per ...

    5. Sales Agent Wanted for Travel

      Seeking to upgrade your career? Are you looking for that high-income sales position with the ability to travel?If you have a strong desire to sell, Ironwood (NYSE: VNTV) is seeking Outside Sales Executives for our new business development team.You can expect the following:· Travel 2-3 weeks out of each month to pre-determined locations within the U.S.· Two - Four prescheduled appointments per ...

    6. Accounting Manager – Real Estate (Boston)

      Accounting Manager - Real Estate (Boston) A top Boston area real estate developer, specializing in Class A residential multi-unit properties has retained one of our biggest clients to fill a newly created accounting & finance role. This position will serve as a key day-to-day contributor for the organization, reporting directly to the company Controller. The company has shown consistent, ...

    7. Leasing Manager

      Position Summary:Assists Community Director with the leasing, marketing and sales and customer/prospect relations of the assigned community. May assist with supervision of the leasing team.Required Qualifications:High School diploma, or general equivalent degree (GED)Real Estate License (Illinois Only)Associate's or Bachelor's degree preferred.Minimum three years' experience in a customer ...

    8. Real Estate Leasing Associate

      Commercial Real Estate Leasing AssociateAre you interested in a fast-paced career in the dynamic field of commercial real estate? Leverage your natural sales skills, personality, business acumen, and personal motivation to jump in and learn all about commercial real estate leasing from Cummings Properties’ renowned team of real estate professionals.About the Job: As part of the leasing team ...

    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 Boston.The successful candidate will be required to sell high-end matchmaking services and maintain a closing percentage on prospective clients in a one-on-one ...

    10. 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. Private Client Investment Consultant - Boston, MA at TD Ameritrade

        Previous experience with financial/goal planning software and planning concepts preferred. Strong track record in generating sales and a broad background in...

      2. ESG Analyst at Loring, Wolcott & Coolidge Trust, LLC

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

      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. 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...

      5. Rental Housing Development Program Manager at Community Frameworks

        Real Estate Development:. Planning & Corporate Role. Minimum of five years program & project development, real estate and/or community development with...