17 financial planner jobs found in Boston

Job Posting End Date: September 27 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description The Company Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion ( as of 12/31/2025 ) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.    LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client...

Description Capstone Partners is seeking a Market Intelligence Intern to assist in the research and production of outbound market intelligence content. This individual will provide support to Capstone’s Market Intelligence team, tracking merger and acquisition (M&A) activity across a variety of sectors to be utilized by senior team members in research report production. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. The Intern’s core responsibility will be to work closely with the firm’s Market Intelligence team to collect and analyze M&A, public, and private equity data for reports. Additional responsibilities include copy editing team content and assisting senior members of the team with research projects and research...

Description As a Finance & Accounting Analyst at Liberty Mutual, you will be a key strategic partner to our innovative and growing  Excess Casualty and Mobility Solutions underwriting teams. This role is central to driving business performance through robust financial reporting, planning, and analytics.   You will be responsible for the full scope of financial and operational reporting, planning, and forecasting. In this position, you will manage complex financial analysis reports and projects, leveraging strong data stewardship and analytics to provide strategic recommendations to the leadership of these market-facing teams.   Responsibilities: Prepare and enhance critical financial and operational reports, analyses, plans, and forecasts in accordance with prescribed procedures. Act as a data steward for the teams, obtaining required data for analyses from appropriate internal (e.g., general ledger, loss warehouse) or external sources in a...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This Field Case Manager will cover our Boston, Willington, MA region and must live in this area in order to be considered . Must have an RN prefers 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work;...

Description The Loss Insights Analytics team sits within US Retail Markets Property Claims organization and is at the center of some of the most consequential decisions in our claims organization. We quantify the financial impact of changes across the full lifecycle of a claim — from first notice of loss through final resolution — including the adoption of new tools, vendors, and process innovations. We are a team of rigorous, intellectually driven analysts who believe that the right question, asked at the right time, is just as powerful as the right answer. If you are energized by complex problems, motivated by meaningful work, and want your analysis to directly shape how one of the world's largest insurers handles billions of dollars in property claims, this is your team.   **This role may have in-office requirements depending on candidate location** Candidates who live within 50 miles of Boston, MA; Portsmouth, NH; Seattle, WA; Columbus, OH; or...

  Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.   We are in the business of transforming tomorrows. Join us and transform yours. The Business   Our Health and Group Benefits business helps large and mid-size clients control soaring health and welfare plan costs, improve health outcomes, and promote employee engagement through broad-based, state-of-the-art interventions.  Our solutions can include creative health plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

Description T he North America (NA) Chief Reserving Actuary will lead the North America Reserving function. Position involves being responsible for the team performing thorough reserve analysis, maintaining reasonable and adequate reserves for this $20 Billion reserve base, clearly and transparently communicating results of reserve studies to key stakeholders, identifying elements of the reserve analysis that is particularly relevant to future business decisions by the NA business unit, effectively managing and leading a large team, and building strong relationships with business leaders and other key leaders throughout the organization.   Responsibilities    Provide an independent assessment of the NA reserves and associated reserve risks, ensuring the adequacy and accuracy of the NA reserves. Ensure use of accurate, sound, and innovative approaches in projecting and setting reserving guidelines that are consistent with those of Global Risk Solutions...

The mission of the Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients.  This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: In-depth knowledge of insurance products and services including knowledge of policy forms, terms/conditions. Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace. Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients. Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal business....

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex commercial claims with large...

Description Vice President, Private Credit Strategy & Process Design Team: Loan Operations · Operational Strategy & Delivery Location: Boston, MA or New York, NY   About the Role   Liberty Mutual Investments (LMI) is seeking an experienced and strategic operations professional to join our growing Loan Operations team as Vice President, Private Credit Strategy & Operations. This is a senior, high-impact role and a key addition to a newly formed function being purpose-built to support the continued growth and build-out of a best-in-class loan operations platform.   This VP will serve as the operational lead for LMI's private credit process design and operating model evolution — responsible for ensuring that Loan Operations functions as an active, knowledgeable partner across the full private credit lifecycle, and that LMI's private credit operations keep pace with industry best practices, portfolio growth, and increasing structural...

Description We are seeking a highly skilled and motivated Principal Front-Office Engineer to join our prestigious investment firm. As a Principal Front-Office Engineer, you will serve as the technical lead embedded within the Investment Innovation, Integration & Trading (I3T) team, driving design and implementation of small-scale proofs of concept and prototypes that support the fixed income portfolio, improve investment analysis, develop AI-enabled workflows, and enhance reporting systems & processes. You will partner closely with analysts and investment teams to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale those prototypes into production-ready applications. We’re looking for a hands-on software architect and builder who can design systems, rapidly iterate on them, and deliver quality solutions that power analytics, reporting, and investment...

Description The Company  Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.    LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our...

About the Role. We are seeking professional Property Claims Adjuster with a passion for customer service and a proven record of success. The position encompasses the delivery of flawless service to our members and independent agency partners, developing ease of doing business practices that result in efficient and timely operational support for the organization.   The preferred candidate resides in the Greater Boston area; however, candidates located elsewhere in Eastern Massachusetts may also be considered. What You’ll Do. Handle claims in a quality manner delivering on standards of accuracy, efficiency, customer service and regulatory compliance.  Represent the company in interactions with members, agents, as well as internal stake-holders in underwriting, product management and finance. Resolve claims and respond to inquiries involving members, agents, vendors (independent adjusters/appraisers, salvage, rental, car agencies), defense and plaintiff attorneys....

Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive.  A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you’re someone who cares, there’s a place for you here. Join us and contribute to Sedgwick being a great place to work. Great Place to Work® Most Loved Workplace®  Forbes Best-in-State Employer...