Falmouth, MA

Finance Jobs in Falmouth, MA

2 jobs found

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3mo ago

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America Falmouth, MA

Falmouth, MA

3mo ago Closed

$29 - $34/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 5, 2026).

Job Description

Bank of America invites aspiring financial professionals to join its Advisor Development Program as a Financial Solutions Advisor Trainee in Falmouth, Massachusetts. This onsite program blends securities licensing study with hands-on client advisory training within Wealth Management, offering a clear pathway to Merrill Financial Solutions Advisor and core Merrill Financial Advisor roles.

Location

Falmouth, MA – on-site

Compensation

Hourly: $29 – $34

Experience & Education

Minimum 1 year of experience; Bachelor’s degree required

Responsibilities

Obtain Securities Industry licenses with dedicated study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams
Build foundational advisory skills, including client acquisition, relationship management, and guidance for clients with complex financial needs, while emphasizing human-centered financial interactions
Start in a financial center delivering Bank of America’s core banking, investment solutions, and client care
Upon reaching key milestones, transition to the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA) by moving to a local Merrill Wealth Management office and begin cultivating a portfolio of affluent and high net worth clients
Benefit from The Academy, which provides dedicated programs, tools, and resources to support your career journey

Requirements

Demonstrates confidence in sales activities
Builds strong client relationships through effective communication and collaboration
Exhibits a proactive mindset and solid time management
Maintains a results-driven approach while prioritizing client interests
Identifies suitable client solutions by applying new information and learnings
Applies regulatory due diligence in daily tasks and long-term client strategy development

Shift & Schedule

Shift: 1st shift (United States) | Hours per week: 40

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5mo ago

Financial and Data Analyst

Steamship Authority Falmouth, MA

Falmouth, MA

5mo ago Closed

$109k - $140k/yr Full time Accounting Analyst Audit

This position is no longer accepting applications (closed Apr 23, 2026).

Job Description

The Steamship Authority offers a competitive annual salary of USD 108,700 to 140,100 for an onsite role in Falmouth, MA. Join a collaborative finance team responsible for monthly and yearly financial statements, data driven reporting, budgeting support, and audits, with opportunities to build automated tools and influence financial processes.

Responsibilities

Provide quality assurance of imported data, including creation, updates, and deletion.
Run system queries from the Accounting System, Reservation System, Parking Lot System, and other financial systems.
Manage system users and user roles.
Collaborate with the Accounting Manager and Internal Audit Manager to develop Accounting System policies and procedures.
Ensure timely reporting of monthly financial statements, cash status reports, and cost center data.
Assist in the preparation of monthly and yearly financial statements.
Review and analyze financial statements.
Develop special cost studies and reports as requested.
Develop automated reporting and forecasting tools.
Participate in the preparation of the annual budget.
Assist in the preparation of all third party audit schedules.
Serve as an authorized signatory for checks.
Review and approve inter-bank fund transfers.
Perform other special projects and duties as required by the supervisor.

Requirements

Bachelor's Degree in accounting, finance or computer science.
Minimum of three years of experience in the respective disciplines.
Ability to identify, analyze, and interpret trends or patterns in data sets.
Ability to identify and define new process improvement opportunities.
In-depth knowledge of the internal audit process and responsibilities.
Thorough understanding of GAAP and GAAS.
Strong written and verbal communication skills.
Demonstrated experience handling large data sets and relational databases.
Ability to communicate with and perform department responsibilities as they relate to other levels of management within the Steamship Authority.
Working knowledge of Microsoft Dynamics and Microsoft Office Suite products.
Excellent organizational skills and attention to detail.
Technologies: Microsoft Dynamics, Microsoft Office Suite.

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Finance Jobs in Falmouth, MA

Advisor Development Program - Financial Solutions Advisor Trainee

Financial and Data Analyst

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