21079
Client Advisor jobs
Confidential —South Shore, MA
Responsible for maintaining current license, malpractice insurance, CPR certification, CE credits each year, OSHA standards and HIPPA regulations.
$223,164 - $244,916 a year
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Savant Wealth Management —Hanover, PA
Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…
Estimated: $54.5K - $69K a year
Ross Buehler Falk & Company, LLP —Denver, PA
Coordinate tax activities and develop connections with the client at the strategic level. Mentor and develop team members. Paid vacation and personal time off.
$90,000 - $110,000 a year
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Oast & Taylor PLC —Virginia Beach, VA
Our ideal candidate will have significant estate knowledge and be a licensed Virginia attorney. Educate clients about options for structuring their estates to…
$70,000 - $85,000 a year
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Hungerford Nichols CPAs + Advisors —Grand Rapids, MI
The primary day-to-day responsibilities may involve; tax planning, individual and business tax return review, building and maintaining local business…
Estimated: $85.7K - $108K a year
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Boos & Associates, a Professional Corporation —Fresno, CA
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these…
$100,000 - $130,000 a year
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HPW CPAs + Advisors PLLP —Bozeman, MT
Communicate directly with clients via meetings, telephone, letters, and e-mail. Demonstrate an enthusiasm to learn and expand one’s technical tax and accounting…
$75,000 - $140,000 a year
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Atherton & Associates, LLP —Modesto, CA
Ability to develop professional relationship with clients and gain their respect and confidence by consistently delivering excellent work product and providing…
$105,000 - $140,000 a year
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Dienstag Law, PLLC —Great Neck, NY
Comprehensive understanding of federal and state tax laws, trust principles, and estate planning strategies. Work closely with partners and senior associates to…
$110,000 - $130,000 a year
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Henley & Partners - The Firm of Global Citizens® —San Francisco, CA
Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and…
Estimated: $83.1K - $105K a year
1h
Tiffany & Co. —Palm Beach Gardens, FL
Develop client relationships and exceed commercial targets through the love of building your own business by developing client relationships and exceeding sales…
Estimated: $46.2K - $58.4K a year
Lee Michaels Fine Jewelry —Baton Rouge, LA
2 years of experience in luxury retail, service or hospitality environment. Passion to deliver superb customer service.
Estimated: $37.6K - $47.6K a year
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3h
One Stop Mortgage —Wellington, FL
An NMLS license is required for this role. Operations Management: Oversee daily operations of the team, streamline processes, and implement best practices to…
$85,000 - $125,000 a year
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1d
Classic Toyota - Wilkesboro —North Wilkesboro, NC
Record them along with current vehicle and client information on the repair order. Write and verify accurate repair orders and include supporting documentation…
$65,000 - $100,000 a year
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1d
Growth Financial Team of Greater St. Pete —Saint Petersburg, FL
He enjoys fishing and is actively developing a rental real estate portfolio. Individuals who value taking ownership and responsibility, acting as active…
$70,800 - $135,100 a year
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9d
BMO US —Tempe, AZ
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and…
$52,800 - $98,400 a year
3d
Bateh Group —Fulton, MO
Stay informed about current research and best practices in the field of social work. You will work closely with clients to assess their needs, develop treatment…
$54,000 - $65,000 a year
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Movement Labs —San Francisco, CA
You're an expert at using the pre-roll survey function within YouTube, knowledgeable about working with creators, and about ad-targeting capabilities.
$60 - $150 an hour
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23h
Uforia Infotech Solutions —Remote
401(k) retirement plan with employer matching. Basic math skills to handle transactions and provide accurate quotes. Paid time off and holiday pay.
$45,000 - $60,000 a year
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11h
Organic Talent Human Solutions —Remote
Individuals with a sincere interest in extending their own personal growth and leadership skills. Have a vested interest in their own continuous personal and…
Estimated: $64.6K - $81.7K a year
Quick Apply
1d
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