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Financial controller • worcester ma

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Financial Consultant

Financial Consultant

EmpowerWORCESTER, MA, United States
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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Advisor - Worcester, MA and Surrounding

Financial Advisor - Worcester, MA and Surrounding

ThriventMA,Shrewsbury
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Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Sales Rep Remote

Sales Rep Remote

Equis FinancialWorcester, Massachusetts
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serp_jobs.job_card.full_time
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Compensation Range – Commission Only.This is a true WORK FROM HOME position for the sales professional.Whether you are an experienced sales representative or a newbie to sales.We provide trai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Advisor, Holden, MA

Financial Advisor, Holden, MA

SantanderHolden, MA, US
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Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Senior Financial Advisor

Senior Financial Advisor

Baystate FinancialWorcester, MA, US
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Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Advisor BankHometown

Financial Advisor BankHometown

LPL FinancialMillbury, MA, US
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LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BankHometown in Millbury, MA would allow you to join the Investment P...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Temporary Senior Financial Analyst

Temporary Senior Financial Analyst

AngiMassachusetts
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serp_jobs.job_card.full_time
Angi® is transforming the home services industry, creating an environment for homeowners, service professionals and employees to feel right at “home. For most home maintenance needs, our platform ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Senior Financial Analyst NewBoston MA

Senior Financial Analyst NewBoston MA

Rue Gilt GroupeRutland, MA, US
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Interested in building your career at RUE GILT GROUPE? Get future opportunities sent straight to your email.Resume / CV Accepted file types : pdf, doc, docx, txt, rtf. Cover Letter Accepted file types : ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Analyst - ForHealth Consulting (REMOTE)

Financial Analyst - ForHealth Consulting (REMOTE)

UMass Chan Medical SchoolShrewsbury, MA, US
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The Financial Analyst will be responsible for conducting financial analysis, budgeting and planning, and the creation and presentation of financial statements, reports, and revenues, and reporting ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Advisor, Holden, MA

Financial Advisor, Holden, MA

Santander BankHolden, United States
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Financial Advisor, Holden, MAFinancial Advisor, Holden, MA.Country : United States of America.Santander is a global leader and innovator in the financial services industry.We believe that our employ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Advisor - Shrewsbury, MA

Financial Advisor - Shrewsbury, MA

TD Bank, N.A.Shrewsbury, Massachusetts
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The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment manageme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Controller

Controller

VirtualVocationsWorcester, Massachusetts, United States
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A company is looking for a Controller to lead its accounting and finance functions.Key Responsibilities : Prepare timely and accurate financial reports for internal review and investor presentatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

BankTalent HQWorcester, MA, United States
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Due to a planned transition, Bay State Bank is searching for our next Chief Financial Officer (CFO).Reporting directly to the President & CEO, the CFOwill be a key member of the bank's executive le...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Analyst - ForHealth Consulting (REMOTE)

Financial Analyst - ForHealth Consulting (REMOTE)

UMass Med SchoolShrewsbury, MA, United States
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Financial Analyst - ForHealth Consulting (REMOTE).Non Union Position -W60- Non Unit Professional.The Financial Analyst will be responsible for conducting financial analysis, budgeting and planning,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Analyst - ForHealth Consulting (REMOTE)

Financial Analyst - ForHealth Consulting (REMOTE)

University of MassachusettsShrewsbury, MA, US
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serp_jobs.job_card.full_time
The Financial Analyst will be responsible for conducting financial analysis, budgeting and planning, and the creation and presentation of financial statements, reports, and revenues, and reporting ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Adjunct- Public Budgeting & Financial Management

Adjunct- Public Budgeting & Financial Management

Worcester State UniversityWorcester, MA, US
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The Department of Urban Studies at Worcester State University seeks to fill an adjunct position starting Fall 2025, in public budgeting and financial management. The department houses three master's...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Advisor, Holden, MA

Financial Advisor, Holden, MA

Santander Holdings USA IncHolden, MA, US
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Country : United States of America.Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset. Our focus is on fostering an enr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Operations Specialist - Financial

Operations Specialist - Financial

AllCom Credit UnionWorcester, MA, US
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Service Rep or a Head Teller with the energy, experience, and desire to move forward? Do you enjoy interacting with members / customers and solving problems? Are you looking for less sales pressure, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Services Administration Support

Financial Services Administration Support

SterlingBridgeWorcester, MA, US
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Are you ready to take the next step to build a career in retirement planning? Are you looking for challenging work in a professional and friendly in office work environment, read on.In this role, y...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Scheduler & Cost Controller

Scheduler & Cost Controller

AtkinsRéalisMA, US
serp_jobs.job_card.full_time +1
It’s an exciting time at AtkinsRéalis! We are rapidly growing in the US.Our company purpose is to build a better world for our planet and its people. We recognize the importance of making sure that ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Consultant

Financial Consultant

EmpowerWORCESTER, MA, United States
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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

What you will do

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.

At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

  • Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
  • Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
  • Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
  • Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
  • Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.

What you will bring

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • Demonstrated success in performance / goal-oriented roles, ideally in asset growth and retention.
  • Current FINRA licenses and / or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
  • Motivated self-starter with the ability to learn new information quickly and independently.
  • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.
  • What will set you apart

  • Good understanding of IRAs, retirement investment products / services and the qualified retirement plan environment
  • Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
  • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
  • Ability to quickly learn Empower's record keeping system, SalesForce software.
  • Solid consulting skills.
  • This position can be done remotely.

  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.
  • What we offer you

    We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250 / year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
  • Base Salary Range

    52,000.00 - $64,000.00

    The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

    Equal opportunity employer

  • Drug-free workplace
  • We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

  • For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
  • Job Posting End Date at 12 : 01 am on :

    09-01-2025

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    Workplace Flexibility : Remote - Nationwide