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Wealth Analyst

Boston,MA

1083 Wealth Analyst jobs in Boston,MA

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Citizens - Boston, MA

Private Wealth Assistant
$30.76-$38.94/hr
OnsiteFlexible ScheduleHealth InsurancePaid Time OffRetirement Benefit
New, Posted 21 hours ago
Recommended
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Vice President of Sales – Wealth Management

Fisher Investments

Boston, MA 02112

RemoteHealth InsurancePaid Time OffRetirement Benefit

This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.
Make sure you have the training and resources to experience success
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
5+ years experience working in financial services
Experience in high-volume phone activity and in-person meetings
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
New, Posted just now
Easy Apply
Behavior Technician - Work With Kids - Training Provided

Centria Autism

Everett, MA 02149

~ 13 min OnsiteHealth Insurance

$20 - $29
Early wage access to employees through Rain - Work today, get paid tomorrow!
Training Provided
We will provide comprehensive training
Structured career path in the field of Behavioral Analysis
Discounts to hundreds of retail partners via our Benefit Hub
Access to Centria's Employee Assistance Plan with benefits around mental health and counseling
18+ years of age
High school diploma or GED
Ability to obtain a CPR, First Aid Certification and Tuberculosis test (if you haven't had one in the last year)
Ability to pass a pre employment background check
You need to be comfortable standing, walking, sitting, grasping, reaching, bending, kneeling, crouching, squatting, lifting, and at times carrying children or objects that weigh up to 50 pounds.
Ability to move in various positions (sit, squat, bend, etc.)
Ability to lift and carry up to 50 pounds
Candidates must obtain an Registered Behavior Technician Certification after completing onboarding
New, Posted 12 hours ago
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Corporate Development Lead - Wealth Management

MassMutual

Boston, MA 02112

New, Posted 4 hours ago
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Auto Glass Installation Technician Trainee

Safelite

Quincy, MA 02170

$25.50/hr
~ 16 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Competitive weekly pay starting at $25.50/hour, increasing to $30.25/hour after training and certification.
Earn additional income when customers choose value added products and services.
A benefits package valued at more than $10k*. Includes 401(k) plan with company matching, medical plans, paid time off, holidays & volunteer days.
Program to buy additional PTO or sell unused time up to 16 hours.
Up to $5,250 annually in tuition reimbursement.
Paid training and all the tools and resources you'll need to be successful.
Scheduled days, with flexibility on start and end times to accommodate customer's needs
Valid state-issued driver's license any other license(s) (as required by federal, state and local laws) to operate a company vehicle. Required
Must be 18 years of age or older Required
Ability to use a variety of hand tools and power tools safely and effectively
Ability to operate a motor vehicle in accordance with all federal, state and local laws and agreement to be monitored via in-cab vehicle safety camera / video surveillance technology
Ability to work scheduled days, with flexibility on start and end times to accommodate customer's needs
Proficiency in using computerized diagnostic tools to complete recalibrations and trouble-shoot issues
Ability to read, write and interpret the English language and technical directions
High School Diploma GED/Equivalent Preferred
Treasury Manager, Cash Management and Data Analytics

Keurig Dr Pepper

Burlington, MA 01803

Hybrid~ 24 minEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Salary Range: $96,800- $135,000
Annual bonus based on performance and eligibility
Mileage Reimbursement
Medical, Dental, Vision, Disability
Paid Time Off (including paid parental leave, vacation, and sick time)
401k with company match
Tuition Reimbursement
A hybrid schedule of three days per week in the office and two days working remotely.
Bachelor's degree or equivalent in Finance, Economics, Accounting, Business Analytics, Econometrics, or a related field.
6+ years of relevant experience in corporate treasury, banking or treasury consulting, including direct hands-on responsibility for corporate cash management, liquidity and banking operations.
Demonstrated hands-on experience optimizing treasury or other finance processes.
Strong practical knowledge of cash management, liquidity, cash forecasting, funding, bank accounts, payments, cash pooling, and treasury controls.
Strong experience in data analysis and process automation, using tools such as Power BI, Python, SQL or comparable applications to improve finance or treasury processes.
Ability to translate business needs into practical analytics or automation improvements, and contribute to their development, testing and implementation, working with Technology colleagues as needed.
Strong financial acumen, including the impact of treasury activities on P&L;, balance sheet, cash flow, liquidity, and financial risk.
Experience with treasury management systems, bank connectivity, ERP data, Power Apps, Power Automate or Databricks is a plus.
Experience in a multinational corporate treasury team, combining operational cash management with process improvement.
CTP, CertICM, CFA, FRM, or an equivalent treasury or finance qualification is a plus.
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Research Analyst - (Remote)

Outlier

Boston, MA 02115

$15/hr
Remote

Up to USD $15 per hour, paid weekly
Earn up to USD $15 per hour
On average, contributors earn an additional 7.5% through Missions — Outlier's version of surge pricing.
The top quartile boosts their earnings by an average of 11%.
Free access to leading LLMs, worth $200+/month
Flexible, no minimum hours
Set your own schedule, whether that's five or 40+ hours per week.
A valid ID
Mobile phone from your country of residence
An up-to-date resume that highlights your expertise
A LinkedIn profile showing your educational background and work experience
Currently accepting applicants from: Australia, Canada, Ireland, New Zealand, United Kingdom, and United States.
You must be authorized to work in your country of residence.
Fluent English speaker
Experience writing short, evidence-based explanations or reviews
Nice to have: Pursuing or holding a Bachelor's degree or above
New, Posted 1 day ago
Recommended
Property Adjuster Specialist - Field Claims

USAA

Boston, MA 02109

Requires TravelHealth InsurancePaid Time OffRetirement Benefit

This is an hourly, non-exempt position with paid overtime available.
The salary range for this position is: $80,720 - $145,300.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
USAA also provides a company vehicle to physically inspect losses within your locally assigned territory.
Comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
Our career path planning and continuing education assists employees with their professional goals.
Including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
High School Diploma or General Equivalency Diploma
2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
Proficient knowledge of residential construction.
Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
Successful completion of a job-related assessment may be required.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability.
Residential property field adjusting experience with dwelling, structure and additional living expenses.
Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions)
Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis
Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing
Active Property & Casualty adjuster license
Currently reside in the Southern Boston area, enabling quicker response times for local claims and a better understanding of regional risks
US military experience through military service or a military spouse/domestic partner
New, Posted 7 hours ago
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IT Technical Support Analyst II

Tecomet

Woburn, MA 01801

Recommended
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Senior Claims Analytics & BI Analyst (Property & Casualty Insurance) 5298

TIER4 GROUP

Boston, MA

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