SEARCH
GO
Accounting / Finance Jobs
Full Time
6/30/2025
Arlington, MA 02474
(8.0 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
6/15/2025
Cambridge, MA 02142
(9.0 miles)
Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsOur Investments in YouWe believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true See for yourself and learn more about our benefits offerings:We offer a competitive total rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Full Time
7/5/2025
Wilmington, MA 01887
(16.3 miles)
The Central AR - Cash Applications Administrator serves as an integral member of a quality and service driven Financial Operations team whose focus ensures the timely and accurate processing of Cash Application related tasks and driving research and resolution to customer Accounts Receivable inquiries. This position requires an individual who possesses cash application and AR skills and experience within financial support models focused on high quality, accurate completion of tasks and delivered with a Service Excellence focused approach. What you will be doing Ensure accurate and timely application of customer payments while maintaining the data integrity for our customers’ accounts receivable profilesManage checks or wire payments in accordance with corporate policies and proceduresInteract cross-functionally with the Treasury Department for various depository banks and resolving potential errors and technical issues that can impact customer accountsPartner with internal UniFirst Team Partners and customers to ensure the thorough and timely research and resolution of financial questions or concerns.• Conduct transactional research to achieve resolution to account inquiries while maintaining consistent and excellent communication with team partners and customersProvide excellent customer service via conducting, where necessary, detailed transactional research, obtain resolution, and effectively communicate and close the loop with team partners or customers in a timely mannerWork on continuous improvement initiatives that require cross-functional interaction with Corporate Treasury, Accounting, National Accounts, and the Corporate Service teams in support of the completion of required deliverablesPerform additional tasks as requested by Manager or Team LeadQualificationsWho you areIf career growth is a priority for you, UniFirst is the place to be! The Cash Applications Team is looking for individuals that are committed to excellent customer service, have a passion and desire to grow their career within finance, and are dedicated to being a great team player. Qualifications Bachelor’s Degree in Accounting or Finance preferred1-3 years of relevant experience including exposure to accounting or finance, preferably within high volume settings Key Competencies Digital literacyExperience with Microsoft Excel strongly preferredSelf-motivated with a strong work ethicCommitment to outstanding customer service, including the ability to effectively research and resolve customer inquiriesOutstanding communication (verbal, written & listening) skills, including the ability to effectively interact with customers, team partners, or vendors Benefits & Perks:401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses.UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe.We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. As an 80-year old company focused on annual growth, there’s never been a better time to join our team. UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Full Time
6/15/2025
Boston, MA 02108
(10.0 miles)
Position Type: Full-TimeReports To: Chief EstimatorSalary Range:$90,000 – $100,000 USD The Source and Recruit Company has been exclusively retained to assist our client a respected commercial construction firm in identifying a motivated Assistant Estimator to join their growing team. This is a confidential search; all inquiries will be handled with the utmost discretion. About the Client Our client is a well-established, family-operated commercial contractor with a strong presence throughout the Northeast. Known for delivering quality construction services, their portfolio includes restaurant, retail, residential, commercial, and institutional projects typically ranging from $1 million to $5 million. The firm has earned a reputation for its commitment to craftsmanship, safety, collaboration, and long-standing client partnerships. Role Overview The Assistant Estimator will play a key supporting role in the preconstruction process. This position is ideal for someone with foundational experience in construction who is eager to deepen their estimating expertise in a team-based environment. The role involves contributing to competitive bids, analyzing subcontractor proposals, and supporting pricing strategy development all while utilizing industry-standard software tools including Procore, Bluebeam, and BidConnect. Key Responsibilities Assist in the preparation of accurate and timely bids for commercial construction projectsAnalyze project drawings and specifications to develop scope and quantity takeoffsSupport solicitation and evaluation of subcontractor and supplier bidsReview subcontractor proposals for completeness and competitive pricingParticipate in value engineering and cost-efficiency reviewsMaintain detailed and organized bid documentation and systemsCollaborate regularly with project managers, superintendents, and senior estimators Qualifications Approximately 3 years of experience in commercial construction, ideally with exposure to estimating or preconstructionBachelor’s degree in Construction Management, Engineering, or a related discipline preferredAbility to interpret architectural and engineering drawings and specificationsStrong attention to detail, organization, and communication skillsDesire to grow professionally in a collaborative, fast-paced environmentFamiliarity with estimating tools or Excel-based takeoffs; experience with Procore, Bluebeam, or BidConnect is a plus Benefits Competitive salary within the stated rangeHealth, dental, and vision insurance coveragePaid time off and recognized holidaysOpportunities for advancement within an established and reputable construction firmSupportive company culture that values collaboration and professional development Qualified individuals are encouraged to apply in confidence.The Source and Recruit Company and our client are committed to fostering an inclusive workplace and encouraging applicants from all backgrounds to consider this opportunity. The Source and Recruit Company and our client are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Full Time
7/1/2025
Marlborough, MA 01752
(15.0 miles)
Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ’s Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, we’re committed to providing outstanding service and convenience to our members, helping them save on the products and services they need for their families and homes. The Benefits of working at BJ’s• BJ’s pays weekly•Eligible for free BJ's Inner Circle and Supplemental membership(s)*• Generous time off programs to support busy lifestyles* o Vacation, Personal, Holiday, Sick, Bereavement Leave, Jury Duty• Benefit plans for your changing needs* o Three medical plans**, Health Savings Account (HSA), two dental plans, vision plan,flexible spending • 401(k) plan with company match (must be at least 18 years old)*eligibility requirements vary by position**medical plans vary by locationJob Summary:We are seeking an experienced and detail-oriented Accounts Payable Supervisor to oversee the day-to-day operations of the AP team within our Shared Services Center. The AP Supervisor will be responsible for ensuring timely and accurate processing of invoices and reconciliations in a high-volume, fast-paced retail environment. This role requires strong leadership skills, deep understanding of accounts payable processes, and experience working in a shared services structure. Key Responsibilities:Supervise and support a team of Accounts Payable associates, ensuring timely execution of AP functionsProvide training and feedback to team membersEnsure adherence to internal controlsHelp to resolve invoice discrepancies or payment issuesAssist in the design and implementation of process improvements and automation initiativesMonitor KPIs and AP metrics and notify management of trends or areas of concernUpdate documented procedures and ensure timely revisions as neededReview and approve invoice adjustments, journal entries, and payment clearing documentsSubmit incidents for processing errorsSupport month end and year-end close processes, including accruals and account reconciliationsParticipate in internal and external auditsAssist with special projects as neededQualifications:Bachelor’s degree in Accounting, Finance, or a related field preferred3+ years of accounts payable experience, with at least 1 year in a supervisory or lead roleExperience in a shared services accounting environment strongly preferredRetail industry experience is a plusStrong knowledge of AP processes, systems, and best practicesProficiency in SAP and ExcelExcellent analytical, organizational, and communication skillsAbility to lead a team, manage multiple priorities, and meet deadlinesThis is a hybrid role. Tuesday through Thursday are in-office days at BJ's Club Support Center in Marlborough, MA and Monday and Friday are remote days. In accordance with the Pay Transparency requirements, the following represents a good faith estimate of the compensation range for this position. At BJ’s Wholesale Club, we carefully consider a wide range of non-discriminatory factors when determining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position is starting from $56,500.00.
Full Time
7/2/2025
Leominster, MA 01453
(28.7 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
6/22/2025
Smithfield, RI 02917
(33.0 miles)
Job Description:Phone Financial Consultant“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity InvestmentsIs it time to explore new challenges in your career With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.The Expertise We’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 66 (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!The Purpose of Your RoleWe work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleExcellent knowledge of investment productsEntrepreneurial spirit: experience working independently, within the infrastructure of a large organizationStrong technological acumen and comfort with learning how to use new toolsExcels in paperless work environment by leveraging technologyAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take actionExtraordinary listening and communication skills, confident public speaking, and group dynamicsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needsOur Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity InvestmentsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsYou are developing existing relationships to retain and increase total assets and profitabilityHow Your Work Impacts the OrganizationAs the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.While you build relationships here, you will also be building your career!We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Full Time
7/5/2025
Wilmington, MA 01887
(16.3 miles)
The Central AR - Cash Applications Administrator serves as an integral member of a quality and service driven Financial Operations team whose focus ensures the timely and accurate processing of Cash Application related tasks and driving research and resolution to customer Accounts Receivable inquiries. This position requires an individual who possesses cash application and AR skills and experience within financial support models focused on high quality, accurate completion of tasks and delivered with a Service Excellence focused approach. What you will be doing Ensure accurate and timely application of customer payments while maintaining the data integrity for our customers’ accounts receivable profilesManage checks or wire payments in accordance with corporate policies and proceduresInteract cross-functionally with the Treasury Department for various depository banks and resolving potential errors and technical issues that can impact customer accountsPartner with internal UniFirst Team Partners and customers to ensure the thorough and timely research and resolution of financial questions or concerns.• Conduct transactional research to achieve resolution to account inquiries while maintaining consistent and excellent communication with team partners and customersProvide excellent customer service via conducting, where necessary, detailed transactional research, obtain resolution, and effectively communicate and close the loop with team partners or customers in a timely mannerWork on continuous improvement initiatives that require cross-functional interaction with Corporate Treasury, Accounting, National Accounts, and the Corporate Service teams in support of the completion of required deliverablesPerform additional tasks as requested by Manager or Team LeadQualificationsWho you areIf career growth is a priority for you, UniFirst is the place to be! The Cash Applications Team is looking for individuals that are committed to excellent customer service, have a passion and desire to grow their career within finance, and are dedicated to being a great team player. Qualifications Bachelor’s Degree in Accounting or Finance preferred1-3 years of relevant experience including exposure to accounting or finance, preferably within high volume settings Key Competencies Digital literacyExperience with Microsoft Excel strongly preferredSelf-motivated with a strong work ethicCommitment to outstanding customer service, including the ability to effectively research and resolve customer inquiriesOutstanding communication (verbal, written & listening) skills, including the ability to effectively interact with customers, team partners, or vendors Benefits & Perks:401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses.UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe.We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. As an 80-year old company focused on annual growth, there’s never been a better time to join our team. UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Full Time
6/20/2025
Wilmington, MA 01887
(16.3 miles)
The SEC Financial Reporting Staff Accountant will assist in preparing and filing SEC reports in compliance with regulatory standards, focusing on accuracy and timeliness. This role offers a great opportunity to develop expertise in GAAP and SEC reporting. The ideal candidate will be adaptable and eager to take on special projects beyond the financial reporting function, contributing to cross-departmental efforts and process improvements. Responsibilities: Assist in the preparation, review, and tie out of SEC filings including 10-Ks, 10-Qs, 8-Ks, and other required reports to ensure compliance with SEC regulations and internal policies.Support the preparation of quarterly and annual financial statements in accordance with GAAP.Collect, synthesize and process edits received from management, auditors, and attorneys.Prepare monthly and quarterly journal entries, including those for equity transactions, stock compensation, accrued expenses, and lease accounting.Review subsidiary-level financial reporting for accuracy and compliance with company policiesCollaborate with internal teams and external auditors during audits and reviews.Stay informed on changes in SEC rules and regulations and communicate relevant updates to the finance team.Participate in month-end and quarter-end closing activities related to SEC reporting.Perform account reconciliations and assist with analysis to support financial disclosures.Take part in special projects and initiatives across departments as requested by ManagementMaintain organized documentation and work papers supporting SEC filings and financial statements.Assist with ad hoc financial analysis and reporting to support business needs.QualificationsRequirements: 1 - 3 years experience in SEC financial reporting, public accounting, or related accounting rolesWorking knowledge of SEC regulations, GAAP, and financial statement preparation.Advanced proficiency in Microsoft Excel and comfortable learning financial reporting systemsStrong communication, organizational skills, and attention to detail.Ability to manage multiple priorities and work collaboratively in a fast-paced environment.Desire to take on special projects and contribute to broader finance initiatives.Experience in Oracle or SAP preferred Benefits & Perks: 401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses. UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. As an 80-year old company focused on annual growth, there’s never been a better time to join our team. UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Full Time
7/1/2025
Merrimack, NH 03054
(38.7 miles)
Job Description:Do you genuinely enjoy making a difference in the lives of others If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expectAs a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You BringAbility to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You DeliverA passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsNote: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight ESTCertifications:Category:Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Full Time
6/20/2025
Wilmington, MA 01887
(16.3 miles)
The Accounts Payable Specialist is an integral member of the Corporate Accounts Payable Department which is responsible for processing more than 7,000 invoices weekly via multiple sources. UniFirst seeks an experienced, reliable and precise professional to help us properly control expenses by receiving, processing, verifying and reconciling invoices. The AP Specialist will maintain current accounts, provide guidance & support to location administrators, while reviewing invoices & expenses for policy compliance and processing timely payments. This experienced candidate should be able to analyze expenses, assign payments to proper cost centers, work with vendors & locations to resolve past due invoices and reconcile monthly vendor statements while insuring our accounts remain in good standing. Responsibilities: Review & process all invoices in accordance with company policy and SOX requirementsPay vendors weekly, monitor discount opportunities, schedule & prepare checksWork with Materials Management team & vendors to resolve purchase order, contract, invoice, payment or documentation discrepanciesInsure credits are received for all outstanding memosUse rigorous logic to analyze and resolve complex issuesResearch & Investigate returned checks, request stop payments, or purchase order amendments.Process & pay employee expenses after verification of compliance and adequate support has been providedReview, sort and distribute incoming mailReview and process invoices submitted via the Stockroom Management System (SMS) batches in OnBaseReview & process invoices scanned via the Kofax Transformation Module (KTM)Ensure invoices are not duplicated via consistent reviewAccurate and manual entry of invoices as neededProvide exemplary customer service by communicating and developing a rapport with assigned location administratorsVerify & reconcile monthly vendor statements to ensure assigned accounts remain in good standingPromptly respond to internal and external customer and vendor inquiries in a timely and professional mannerContribute to the continuous improvement of the payment process by identifying opportunities to streamline processes and maximize efficienciesPerform project related tasks in support of AP initiatives as assigned by managerQualificationsRequirements: High School diploma or equivalent required, college degree preferred.4-6 years of full cycle AP experience, Oracle experience preferred2-4 years of experience processing invoices via an OCR toolExperience with two & three way match programs helpfulPrevious experience with P2P preferredProficient MC Office skills, must be able to use excel specifically, to create reports to obtain, manipulate and or track vendor data, apply filters, and use macrosWillingness and desire to contribute to continuous improvementAbility to multitask, work under pressure & meet deadlinesStrong organizational skills, accuracy, attention to detail & follow through are requiredExcellent service and effective communication skillsIOFM AP Certification or ability to obtain certificationExperience with administration of Corporate Credit Card Programs helpful, but not required Benefits & Perks: 401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses. UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. As an 80-year old company focused on annual growth, there’s never been a better time to join our team. UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Full Time
7/1/2025
Merrimack, NH 03054
(38.7 miles)
Job Description:Do you genuinely enjoy making a difference in the lives of others If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Merrimack site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expectAs a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You BringAbility to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You DeliverA passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsNote: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight ESTCertifications:Category:Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Full Time
7/7/2025
Wilmington, MA 01887
(16.3 miles)
At UniFirst, we empower people to be their best selves and to do their best work. This is a critical leadership role in UniFirst’s Corporate IT organization and is responsible for providing a portfolio of IT Financial Planning & Analysis shared services to both the Enterprise IT department and the SRO teams. Day to day this role will focus on providing strategic leadership for the OCITO, including financial management, vendor management, and contract management. This role will also oversee groups responsible for monthly reporting, IT procurement, software licensing compliance, and legal and contract compliance. As a key member of the enterprise IT leadership team, you will partner cross-functionally to formulate and analyze the results, forecasts, and plans for the enterprise IT organization; assesses service costing at global, regional, departmental, and project levels; ensures projects adequately meet financial and strategic goals; interacts regularly with the Chief Financial Officer to assess and plan IT spending; and provides ongoing analyses of project benefits and returns on investments. Job detail: • Collaborate with the Chief Information Technology Officer, SRO leadership and various IT functional areas, and outside consultants to assess feasibility, determine costs versus benefits, prioritize projects, and develop and implement systems plans that address the Company’s information requirements and adhere to established strategic business and systems objectives.• Lead a team committed to achieving success with highly visible, complex, and multi-faceted projects by effectively partnering with business subject matter experts and various project teams to provide high quality, cost-effective project management, analytic support services, and technical expertise.• Develop, review, and present budget and forecasting for the global IT functions, SRO and any shared services and ensure they comply with stated goals, guidelines, and objectives.• Prepare financial models, business narratives, and presentations related to IT projects and SRO projects to be presented by the incumbent or submitted to the Company’s Investment Committees and executive management.• Provide financial models and analyses and valuation support for new and existing projects, short- and long-term IT outsourcing contracts, and other ad-hoc financial projects.• Lead IT contract negotiations related to outsourcing partners and vendor pricing.• Represent Enterprise IT and SRO on all IT Portfolio Investment Committees; validate capacities, financial impacts, budget availability, and external resourcing needs to ensure regional business plans aligned with respective financial plans and enterprise resource coordination.• Coordinate closely with, and provide relevant information to, the Tax department to ensure expense allocations related to shared services, project schedules, and software expenses are properly reported.• Conduct financial analysis of strategic initiatives, including business case development, forecasting, and variance analysis.• Develop and maintain financial models to evaluate the costs, benefits, and return on investment (ROI) of strategic projects.• Monitor and track the financial performance of strategic initiatives, identifying trends, risks, and opportunities.• Prepare regular reports and presentations for IT and SRO leadership and stakeholders, summarizing financial performance and key insights.• Collaborate with project managers and other team members to ensure accurate financial data and reporting.• Assist in the development and implementation of financial policies, procedures, and controls related to strategic investments.• Evaluate potential investment opportunities, mergers, acquisitions, or partnerships, as needed.• Provide financial guidance and support to cross-functional teams, helping them make informed decisions.• Stay up-to-date on industry trends, best practices, and regulatory changes that may impact the organization's financial performance. Qualifications• Between 15–20 years of progressive finance experience, including financial modeling and financial planning and analysis in high growth, large enterprise companies that have reached at least $500 million in annual revenues required.• At least 10 years of management experience required.• Business unit budgeting and reporting experience required.• Experience implementing and using enterprise-wide planning tools strongly preferred.• Experience managing and enhancing an effective budgeting and forecasting process in a very fast paced, dynamic environment required.• Strong track record of adding value to critical business decisions by using sophisticated financial models and analyses.• Familiarity with corporate accounting, corporate governance, and managing capital investment approvals.• Approximately 10% travel may be required in support of the position’s responsibilities. • Strong organization, planning, and project management skills; ability to prioritize tasks for self and team to meet requirements and deadlines.• Ability to work with different functional groups and levels of employees to effectively and professionally achieve results.• Strong leadership skills; ability to drive and motivate team to achieve results. Education: • Bachelor’s degree in Accounting, Finance, Economics, Marketing, or a related field required.• Master’s degree or Chartered Financial Analyst certification required.
This website uses cookies for analytics and to function properly. By using our site, you agree to these terms.