Financial Advisor

Join our dynamic team at dstaff as a Financial Advisor, where you will have the opportunity to provide expert financial guidance to clients. You will assist in developing comprehensive financial plans, managing investment portfolios, and ensuring the financial well-being of your clients. This is a fantastic opportunity to leverage your financial expertise and build lasting relationships with clients.

About Compass Compass helps people find their place in the world. Since 2012, the company has supported residential real estate agents with a platform designed to improve service for both buyers and sellers. Role Overview The Marketing Advisor plays a central role in guiding and executing marketing and branding projects for Compass real estate agents. This position manages projects from start to finish, provides strategic recommendations, and collaborates with stakeholders to strengthen marketing efforts for agents. The goal: make marketing more effective and less time-consuming for agents, while ensuring a strong, consistent brand presence. Location requirement: This is a 100% in-office role based in Boston, Cambridge, or Wellesley, MA. What You Will Do Develop and implement marketing strategies for a wide range of real estate agents to drive business growth and client satisfaction. Manage custom marketing projects end to end: oversee design workflows, coordinate with vendors, communicate directly with agents, and deliver post-campaign analysis. Offer tailored marketing recommendations to help agents allocate budgets across branding, print advertising, digital, social media, direct mail, video, and paid media. Serve as a subject matter expert on market trends, client needs, Compass tools, and regional dynamics. Build strong relationships with agents and stakeholders through clear communication, regular updates, and effective handling of concerns. Ensure all marketing and design materials follow Compass brand guidelines while incorporating each agent’s unique branding. Quickly create templated creative assets (such as print ads and brochures) using InDesign and Compass systems, maintaining quality and brand consistency. Deliver high-level customer service through meaningful support, personalized recognition, and proactive marketing guidance. Promote a positive team culture by supporting colleagues, focusing on solutions, and advocating for improvements.

Harvard University is seeking a highly skilled Director of Financial Process Transformation to lead innovative initiatives aimed at improving financial systems and processes. This position involves collaboration across various departments to enhance operational efficiencies and drive strategic objectives.

Role overview The Associate HR Advisor at spt-labtech plays a key part in supporting daily human resources activities in the Cambridge office. This position contributes to maintaining a positive workplace culture and provides assistance with the implementation of HR policies and procedures. Day-to-day, the role involves a mix of administrative support and hands-on involvement in HR processes. The Associate HR Advisor works closely with the HR team to ensure smooth operations and a consistent employee experience. What you will do Support routine HR activities and respond to employee queries as needed Assist with the rollout and communication of HR policies and procedures Help foster a positive and collaborative workplace culture Location This role is based in Cambridge, England, United Kingdom.

Role Overview Harvard University seeks an International Student and Scholar Advisor to support international students and scholars on campus. This position focuses on helping individuals navigate university life and access the resources they need to succeed. Main Responsibilities Advise students and scholars on visa regulations and compliance. Facilitate orientation sessions for new arrivals. Coordinate cultural events and programs that promote community and inclusion. What We Look For Strong interpersonal and communication skills. Cultural awareness and sensitivity. Dedication to building an inclusive campus environment. Location Based in Cambridge, MA.

Job Summary: Oversee daily financial aid operations, including the assessment of financial information from applicants to determine aid eligibility and awards in line with federal regulations and university policies.Key Responsibilities: Under the direction of the Assistant Director of Financial Aid, provide counseling and guidance to primarily graduate students regarding all facets of financial aid, such as budgeting, debt management, federal and private loan options, and repayment strategies. Ensure program adherence to federal guidelines, and communicate relevant federal regulations and institutional policies to students. Evaluate financial aid applications and appeals, establish eligibility and need, and allocate funds accordingly. Confirm enrollment status and academic performance, and coordinate the disbursement of financial aid funds. Collaborate with DCE program offices to address degree requirements, satisfactory academic progress, and graduation matters.Review federal loan data via NSLDS and other federal platforms for current and prospective students seeking financial aid. Monitor the Student Aid Internet Gateway (SAIG), load ISIRs into Powerfaids, and conduct post-screenings of NSLDS. Liaise with external scholarship and loan agencies, as well as other educational institutions when necessary.Participate in the creation and refinement of financial aid documentation, student communications, website content, and departmental policies and procedures. Engage in system testing and the troubleshooting of changes and updates to existing and new processes, particularly within Powerfaids. Attend university-wide Financial Aid Officers Council (FAOC) meetings and pursue relevant training and workshops as needed. Undertake additional duties as assigned.Working Conditions:This role is based in Cambridge, MA, with a hybrid work model requiring a minimum of 2 days per week on campus. Adjustments to this model may be made by the DCE or department as necessary.Physical Requirements:Prolonged periods of sitting at a desk.

Join our team as a Sales Advisor in Cambridge for a brand new store opening! As a key player in our Homeware company, you will deliver exceptional customer service and assist shoppers in creating their perfect home. Our client is renowned for their high-quality products and customer-centric approach, ensuring a delightful shopping experience in a welcoming environment.

We are seeking a passionate and dynamic Sales Advisor to join our team in Cambridge. This part-time role, requiring 20 hours per week, offers a unique opportunity to work in a customer-centric environment specializing in high-quality homeware products.The ideal candidate will possess substantial retail sales experience and be accustomed to achieving sales targets. You will be part of a homeware company that prioritizes customer satisfaction and delivers exceptional service, creating a welcoming atmosphere in our stores.

Join KIKO MILANO as a Beauty Advisor, where your role transcends mere makeup sales to encompass crafting memorable experiences, enhancing customer confidence, and embodying the essence of our vibrant brand.As the face of KIKO, you will be the initial connection for customers, offering expert beauty advice and infusing energy into our stores. By blending creativity with in-depth product knowledge, you will transform routine visits into extraordinary moments that resonate with our customers, all while representing KIKO’s bold and inclusive spirit.This position is ideal for individuals who are passionate about beauty, enjoy engaging with people, and are eager to thrive in a dynamic, fashion-forward retail landscape.

About BlueRock TherapeuticsAs a pioneering cell therapy organization and a proud subsidiary of Bayer AG, BlueRock Therapeutics is at the forefront of engineered cellular medicines. Our innovative cell+gene platform revolutionizes the treatment landscape for neurological, cardiovascular, and immunological diseases, promising hope to countless patients.Founded in 2016, we leverage groundbreaking advancements in cell biology and genetic engineering to develop, manufacture, and deliver cutting-edge cellular therapies. Our mission is clear: to create effective treatments for major health challenges across three primary therapeutic areas: neurology, cardiology, and immunology. Our VisionAt BlueRock, we are driven by a commitment to harness the power of cellular and gene therapy, transforming the future of medicine for patients globally. We seek collaborative and dynamic individuals who are passionate about making a significant impact in patients' lives through advanced therapeutic solutions. Position: Senior Director of Financial Planning & Analysis (FP&A)Role OverviewThe Senior Director of Financial Planning & Analysis will act as the strategic financial architect for BlueRock, directly reporting to the SVP, Head of Finance. This pivotal role requires a high degree of autonomy and expertise in shaping a comprehensive financial strategy that aligns with our corporate vision, translating it into actionable financial frameworks that drive sustainable value creation. Responsibilities include guiding capital allocation decisions, investment strategies, and enhancing executive-level financial decision-making.

Join Our Dynamic Team as a Service Advisor!Are you passionate about customer service and the automotive industry? Driven Motor Jobs Limited is excited to offer a full-time, permanent position for a Service Advisor at our thriving vehicle main dealer in Cambridge. We are dedicated to providing exceptional customer care and are looking for an enthusiastic individual to become part of our team.Your Role:You will play a pivotal role in ensuring outstanding customer satisfaction. As a Service Advisor, your key responsibilities will include:Providing professional advice about necessary service and repair work.Estimating repair costs and advising customers on timescales and collection arrangements.Promoting additional products based on customer needs to enhance their service experience.Creating job cards in our in-house system and maintaining accurate customer and vehicle records.Documenting warranty work per manufacturer policies and preparing invoices.

Flagship Pioneering, Inc. is seeking a highly skilled and experienced Director of Financial Planning & Analysis (FP&A) to join our dynamic team. The ideal candidate will play a critical role in shaping financial strategies and driving business performance across our innovative portfolio of companies. You will lead the FP&A team, providing strategic insights and financial guidance to senior management, while ensuring robust financial planning and analysis processes are in place.In this key leadership role, you will be responsible for overseeing financial forecasting, budgeting, and variance analysis. You will collaborate with cross-functional teams to identify opportunities for growth and efficiency, enabling informed decision-making that aligns with our corporate objectives.

Join us in shaping a financially rewarding future for all CanadiansAt Neo, we are dedicated to revolutionizing the financial landscape for Canadians. Working in a fast-growing tech startup presents its challenges—it's dynamic, high-pressure, and complex, but it is equally rewarding. Since our inception in 2019, we have rapidly ascended as one of the leading fintech companies in Canada.#1 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 — the first company ever to achieve a three-peat at the top!#1 Fastest Growing Company in Canada for 2024 by Globe & MailHighly-rated mobile applications and credit card offeringsA diverse team of over 500 professionalsServing more than 1 million customersPartnerships with over 10,000 retail outletsThe Opportunity:We are seeking enthusiastic Sales Representatives who are eager to advocate for Neo and contribute to our mission. In this role, you will participate in various promotional events, including those at shopping malls, educational institutions, local businesses, and major retail partners. Your primary responsibility will be to attract new customers by enrolling them for the Neo Credit Card, the Neo Money Account, and other Neo offerings.As an ambassador for Neo, Sales Representatives will receive a guaranteed hourly wage along with an uncapped commission for each product successfully opened, plus bonuses for surpassing targets, all paid semi-monthly. You will receive immediate notifications whenever a customer opens a Neo account through your referral link, allowing you to track your performance in real-time!What We Offer:Instant Commission: Receive payment at the time of sale directly into your Neo App.Career Growth: We're not your average Sales Team.Your Profile:Passion for promoting our products within your local community

About the Role Gearset is looking for a Financial Accountant to join its finance team in Cambridge. This position plays a key part in managing daily financial operations and supporting business decisions with timely insights. What You Will Do Oversee and execute core financial processes that support Gearset’s growth and stability Work closely with colleagues across the company to share financial insights and inform strategic decisions Build and maintain strong relationships with internal stakeholders Take ownership of critical accounting tasks to help ensure the company’s financial health Team and Culture Join a collaborative, close-knit finance team that values open communication and shared problem solving. The team’s work goes beyond routine accounting, providing the business with meaningful analysis and a clear view of future priorities.

Role overview Harvard University is hiring a Chief Financial Officer for the Faculty of Arts and Sciences in Cambridge. The CFO leads financial planning, manages budgets, and steers resource allocation to support the academic mission. This position partners with both academic and administrative leaders, shaping financial operations and maintaining strong fiscal governance. What you will do Direct financial planning and oversee budget management for the Faculty of Arts and Sciences Allocate resources to advance academic priorities Work closely with faculty, academic leadership, and administrative teams Promote effective financial operations and uphold sound governance practices Requirements Extensive experience in finance and administration, preferably in higher education or a related sector Demonstrated success leading complex financial initiatives Strong ability to build collaborative relationships across departments History of improving operational efficiency

We are seeking a dynamic and strategic Senior Manager / Associate Director of Financial Planning & Analysis (FP&A) to join our team in Cambridge, MA. This role will be pivotal in shaping financial strategies and providing insights that drive key business decisions. The ideal candidate will possess extensive experience in financial modeling, forecasting, and analysis, coupled with strong leadership skills to guide a talented FP&A team.

About Compass Compass helps people find their place in the world. Since 2012, the company has built an end-to-end platform for residential real estate agents, aiming to raise the bar for service to buyers and sellers. Role Overview The Marketing Strategist (Marketing Advisor) joins a team dedicated to supporting Compass agents with marketing and branding projects from start to finish. This group manages projects, offers strategic guidance, and helps agents realize their marketing goals. The work involves collaborating with stakeholders to develop strategies that improve the agent experience and drive results. This role is fully in-office in Boston, Cambridge, or Wellesley, MA. What You Will Do Implement marketing strategies for a range of real estate agents to help grow their businesses and improve client satisfaction. Manage custom marketing requests end-to-end, including design workflows, vendor coordination, agent communications, and post-campaign reviews. Develop tailored marketing plans and recommendations, guiding agents on how to use their budgets for branding, print ads, digital campaigns, social media, direct mail, video, and paid media. Act as a subject matter expert on market performance, client needs, Compass tools, and local trends. Build strong relationships with agents and stakeholders through clear communication, proactive updates, and thoughtful handling of concerns. Maintain Compass brand standards in all marketing and design materials while integrating agent-specific branding. Quickly create templated creative assets such as print ads and brochures using InDesign and Compass platforms, ensuring quality and brand consistency. Provide outstanding customer service with helpful support, personalized recognition, and proactive marketing advice. Promote a positive team culture by encouraging colleagues, focusing on solutions, and supporting change when needed.

Director of Accounting AdvisoryAs a Director at CFGI, you will collaborate directly with C-level executives from FTSE 100, mid-cap, and emerging companies. Your role will encompass leading project teams and engaging with clients alongside their Big 4 auditors, addressing all facets of engagements including report preparation, relationship management, and business growth initiatives. Take Charge of Your Career at CFGI:· Gain exposure to diverse industries and projects.· Make a significant business impact for your clients.· Manage projects from inception to completion.· Engage in a client-facing role that emphasizes interaction.· Continuously be challenged and learn within a collegial environment of top-tier experts.· Enjoy flexible work options tailored to specific engagements—office, remote, or client site.· Forge your own career path.· Find joy in your work! Your Expectations:· Collaborate with clients’ executive teams and auditors, acting as a subject matter expert to guide them through intricate accounting challenges.· Lead client engagement, ensuring delivery of operational due diligence for complex transactions such as IPOs, acquisitions, divestitures, stock offerings, and debt raises.· Ensure adherence to regulatory requirements while delivering financial and regulatory information.· Serve as a subject matter expert for new accounting standards on relevant projects.· Spearhead process improvement initiatives and implement necessary changes.· Mentor senior managers and consultants, serving as a moral and ethical role model, fostering professional growth, and providing constructive feedback.

We are seeking a detail-oriented Accounts Payable Operations Specialist to join our dynamic team. In this role, you will be responsible for managing the full cycle of accounts payable processes, ensuring timely and accurate payments to vendors. You will collaborate with various departments to streamline operations and improve financial procedures.Your expertise will help maintain the integrity of our financial records and support our commitment to excellence. If you are a proactive individual with a passion for financial operations, we invite you to apply!

About Titan Wealth Titan Wealth is a growing wealth management firm with operations in the UK and internationally. The company focuses on delivering advice-led wealth management services that help financial advisers and their clients reach their goals. The team values a workplace where both individual initiative and collaboration are encouraged, aiming for strong outcomes for clients over the long term. Role Overview: Senior Mortgage and Protection Administrator This role sits within the Mortgage Team at Melbourn, South Cambridge. The team is small, around six advisers and administrators, offering a supportive and collaborative setting where knowledge sharing is part of daily work. The position suits someone with at least one year of experience in mortgage administration. Candidates pursuing or considering the CeMAP qualification are welcome, especially if they are motivated to build a career in mortgages or financial planning. What You Will Do Work closely with advisers and administrators to support mortgage and protection processes Contribute to a team that values professional development and open communication Participate in a culture that encourages sharing knowledge and continuous learning Growth and Development Titan Wealth supports professional growth and provides clear career paths. Team members are encouraged to progress into roles such as: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning roles The company regularly supports those who want to expand their expertise into the broader financial planning sector beyond mortgages. Location This position is based in Melbourn, South Cambridge.