28 financial advisor jobs found in Boston

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...

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...

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...

Job Type: Permanent Build a brilliant future with Hiscox   Head of Platform: Traded Location: Boston, MA | Hybrid: 3 days/week in office The Role: This is a senior leadership role responsible for owning engineering quality, delivery, and platform evolution across Hiscox US’s traded policy portfolio. Reporting to the US Chief Technology Officer, this individual will lead the modernization of the traded application ecosystem and build a high-performing engineering organization that supports underwriters, data professionals, and operations teams. Based in Boston, this role is critical to enabling scalable, efficient, and digitally enabled growth across the traded book. Key Responsibility Areas: Platform Strategy & Modernization: • Define and execute a multi-year strategy to modernize the traded application suite, reducing technical debt and increasing platform agility. • Drive the evolution toward cloud-native, API-first, and event-driven...

Description This role works with the largest and most complex Construction risks to deliver Primary Casualty (WC, GL, Auto) for annual practice and wrap-up programs to these highly valued customers and prospects. This specific role will focus on our Large Construction portfolio, which serves many of the largest contractors in the U.S. This role will work with the leadership team, deliver technical expertise, and serve as a point of contact for the frontline underwriting teams on all questions, key decisions, or referrals. The role will also be involved in developing and implementing portfolio strategies to maintain and improve performance.   Job Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers' compensation, and lead/excess) in Large Construction. Interacts independently with field underwriters and directly with UW managers on all mandatory...

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.  Key Outcomes • Increased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and execution • Improved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNA • Strong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experience • Execution of effective territory and agency management plans that support sustainable growth and placement behavior JOB DESCRIPTION: Primary Responsibilities (% of time) Day-to-Day Sales Execution 35% Drive individual submission deal flow into Small Business; manage...

Description Job Description Summary: Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. 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. There are five departments within Capstone’ Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals. The Associate will work closely with the firm’s Managing Directors and Directors in 1-3 designated industries to produce reports and articles for outbound business development. Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to...

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...

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...

As a Senior Director, Absence, Disability Management and Life (ADML) you will lead large, highly visible client engagements involving the design and management of group disability and broader absence management programs. You will drive the strategy and grow relationships with current clients, as well as participate in prospecting opportunities with new clients.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of ADML delivery in North America. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their ADML programs such as: ADML benefit plan analysis, design and cost savings strategies Vendor procurement, negotiation and optimization Audits of vendor performance (financial and...

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.  Under broad supervision, responsible for underwriting risk for the underwriting lifecycle from submission through policy issuance, for both renewal and new business within limited authority. Partnering with Underwriters on all aspects of the Underwriting function including: providing the necessary information to allow for UW to make prudent underwriting decisions. JOB DESCRIPTION: Performs a combination of duties in accordance with departmental guidelines: 1. Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business  within assigned Letter of Underwriting Authority. 2.  Handles...

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 350 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...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM). Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and...

The Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Position Summary: The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Principal Responsibilities: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives. Leads...

The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals. POSITION SUMMARY: The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals. PRIMARY RESPONSIBILITIES: Prepares premium allocations. Prepares and updates draft renewal proposals. Prepares documents for presenting risks to market. Prepares applications, summaries of insurance, and other coverage related documents. Assists client service teams in the preparation of presentation materials. Analyzes and summarizes complex data and compiles reports without...

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....

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 350 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...

The Objective of the Underwriting Consultant, Large Market will be to work with Sales, Underwriting, Products and Pricing areas to profitably grow Guardian's Large Market revenue and market share in the 1,000 lives and over market space. Key objectives will be to achieve targeted sales and earnings goals, train, and mentor less experienced underwriters, manage complex technical underwriting issues, train account management, handle projects and recommend policy and strategy changes. The Underwriting Consultant is responsible for to provide pricing and plan design for companies with 1,000 or more lives utilizing prior claim experience and manual rates. Products include Group Dental, Vision, FMLA, STD, LTD, and Life insurance. The underwriter will be an excellent negotiator who builds collaborative relationships with Sales and other areas of Guardian to solve business issues and win. The underwriter will be both a confident communicator and an independent decision-maker....

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...