408 financial associate jobs at 187 companies in Waltham, MA
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Financial Associate - BIDMC
Boston, Massachusetts, United States
$27-$38/hr OnsiteFull Time
1+ YOEAssociate’s degree required (Bachelor’s preferred),1–3 years related experience, background in accounting/finance, proficiency with Outlook, Word, Excel, PowerPoint, Access and web-based systems.
Outlook, Word, Excel, PowerPoint, Access
2w
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Financial Associate II
Cambridge, Massachusetts, United States
$70k-$80k/yr HybridFull Time
5+ YOEHigh school diploma and 5+ years related experience. Advanced Excel, Oracle/PeopleSoft experience preferred. Strong attention to detail, payroll and accounting experience, ability to handle confidential information, and authorized to work in the US.
Microsoft Excel, Oracle, PeopleSoft
6d
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Associate, Financial Planning & Analysis
Miami or Boston
$75k-$125k/yr OnsiteFull Time
5+ YOEBachelor's degree required, master's preferred, and 5+ years of financial planning and analysis experience in banking or financial services. Requires financial modeling, analysis, communication, and project management skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
4d
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Financial Advisor Associate
Wellesley, Massachusetts, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; U.S. work authorization required.
2mo
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Financial Services Associate
Boston, Massachusetts, United States
$260k/yr OnsiteFull Time
3+ YOE3–7 years' experience; strong knowledge of federal securities laws, Investment Company Act and/or Investment Advisers Act; experience with ETFs, funds, broker-dealer, commodities or digital assets a plus; strong communication and analytical skills.
1mo
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Financial Customer Associate - Merrimack
Merrimack, New Hampshire, United States
HybridFull Time
1+ YOEMinimum 1 year customer service experience, high school diploma/GED, strong communication, listening and empathy, basic technology troubleshooting, ability to work varied shifts and attend training.
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Financial Customer Associate - Merrimack
Merrimack, New Hampshire, United States
HybridFull Time
1+ YOEMinimum 1 year of customer service experience, high school diploma or GED, effective communication, empathy, adaptability, basic technology troubleshooting, and customer issue resolution skills.
401k
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Financial Customer Associate - Smithfield
Smithfield, Rhode Island, United States
HybridFull Time
1+ YOEMinimum 1 year customer service experience, high school diploma/GED, strong communication and listening skills, basic technology troubleshooting, adaptability to shift schedules and hybrid onsite model.
1d
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FINANCIAL ASSISTANT
Charlton, Massachusetts, United States
$60k-$75k/yr OnsiteFull Time
Associate's degree in accounting, finance, business administration, or related field required; relevant financial administration experience, Microsoft Office and Google Suite proficiency, and U.S. work authorization required.
Microsoft Office, Google Suite, Infinite Visions, School ERP Pro
3w
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Supervisor, Financial Coach
Billerica, Massachusetts, United States
$33-$41/hr OnsiteFull Time
3+ YOE3+ years related financial institution experience, associate degree, ability to complete financial counseling/coaching certification, supervisory experience preferred, strong communication and organizational skills.
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Senior Associate, Financial Due Diligence - Financial Services
Boston, Massachusetts, United States
OnsiteFull Time
3+ YOE3+ years in accounting/advisory/audit or transaction services at a public accounting firm, Bachelor's in Accounting, CPA preferred, strong Excel/PowerPoint and communication skills, authorized to work in the U.S., willingness to travel.
Microsoft Excel, Microsoft PowerPoint
4w
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Financial Services Operations Associate
Bedford, New Hampshire, United States
HybridFull Time
5+ YOE5+ years RIA or brokerage experience required; strong investment knowledge, custodian paperwork experience, proficiency with Wealthbox, ShareFile, DocuSign, Mailchimp and Microsoft Office; bachelor’s degree preferred.
Wealthbox, ShareFile, DocuSign, Mailchimp, Microsoft Office
1mo
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Associate - Financial Advisory Services
Chicago or Boston or Dallas
$114k-$125k/yr OnsiteFull Time
2+ YOEBA/BS in Accounting/Finance or related, minimum 2 years relevant experience, strong Excel and modeling skills, Power BI/Alteryx familiarity, ability to pass FBI fingerprint background check, authorized to work in the U.S., willingness to travel 25-50%.
Microsoft Excel, Microsoft PowerPoint, Power BI, Alteryx
1w
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Financial Counselor- Hybrid
Boston, Massachusetts, United States
$21-$31/hr HybridFull Time
0.5+ YOEHigh school diploma/GED required (associate preferred), ≥6 months healthcare or patient financial services experience, insurance verification and billing knowledge, strong customer service and communication; bilingual a plus.
1mo
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Financial Couselor, Newton Wellesley Hospital
Newton, Massachusetts, United States
$20-$28/hr OnsiteFull Time
Mass General Brigham: Provides integrated medical care, research, and clinical training services.
1+ YOEProvide financial counseling, obtain authorizations, assist with financial assistance and accurately enter insurance and eligibility information; high school diploma required, associate preferred, 1+ year medical office/financial counseling preferred.
Microsoft Office, ICD-9, CPT
3w
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Financial Assistance Administrator
Canton or Lowell
$23-$24/hr HybridFull Time
2+ YOEHigh school diploma required (associate preferred), 2+ years administrative experience in collections/loan servicing/financial services, proficiency with Microsoft Office, strong organizational and communication skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
2mo
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Financial Due Diligence Senior Associate
Boston or Philadelphia
$121k-$155k/yr HybridFull Time
2+ YOEBachelor's in Accounting (advanced degree preferred), 2+ years related experience in consulting/audit/transaction advisory, CPA preferred or in-process, strong US GAAP/GAAS/SEC knowledge, client communication and leadership skills, up to 25% travel.
5d
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Graduate Financial Aid Counselor
Boston, Massachusetts, United States
$49k-$67k/yr OnsiteFull Time
1+ YOEAssociate degree, certificate, or equivalent plus 1+ year relevant experience; knowledge of financial aid regulations and needs analysis, strong communication and organizational skills, and flexible schedule availability.
PowerFAIDs, Banner, Microsoft Word, Microsoft Excel
4w
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Director of Financial Aid
Boston or Billerica
$85k-$105k/yr HybridFull Time
5+ YOE2+ MgmtAssociate degree required, 5+ years administering financial aid in higher education with Title IV experience, 2+ years leadership, knowledge of financial aid regulations, proficiency with Jenzabar J1, PowerFAIDS, and Microsoft Office.
Jenzabar J1, PowerFAIDS, Microsoft Office
1w
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Senior Associate, Financial Planning & Analysis
Boston, Massachusetts, United States
$90k-$105k/yr HybridFull Time
3+ YOEBachelor’s degree in an analytical field and 3+ years in analytics, data engineering, business intelligence, consulting, IT development, or a similar technical environment. Advanced Excel and SQL required.
Microsoft Excel, Power BI, SQL, Python, Power Query, Workday Adaptive Planning, Snowflake
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