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Client Advisor jobs
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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Harris & Plottel, LLP —Chico, CA
Distinguished academic record from an accredited law school and licensed with the California State Bar. Effectively monitor case status and progress; maintain…
$95,000 - $170,000 a year
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Teuscher Walpole LLC —Ketchikan, AK
Experience in areas including multi-state taxation, trust and estate tax planning and compliance, mergers and acquisitions, and international taxation.
$75,000 - $95,000 a year
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SHULTS FORD LINCOLN WEXFORD —Wexford, PA
Diagnose, maintain, and repair vehicle automotive systems including engine, transmission, electrical steering, suspension, brakes, air conditioning, etc.
$45,000 - $100,000 a year
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7d
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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International Autos Milwaukee —West Allis, WI
Greet and guide customer as they appear on the lot to proceed into the sales process. Assist the customers to find a vehicle that meets their needs by using the…
Estimated: $55.5K - $70.3K a year
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2d
Debt Advisors of America —San Diego, CA
Focused and professional with the work ethic that goes along with earning a six figure income. We provide paid onsite and remote training and everything a sales…
$5,500 - $20,000 a month
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1d
Equitable Advisors —Syracuse, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
From $90,000 a year
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BMW of Gainesville —Gainesville, FL
Utilize a dealer license plate for all test drives and all necessary times to leave the premises in a vehicle. Health Savings & Flex Spending Accounts.
Up to $100,000 a year
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11h
Murphy Wealth Management Group —Fishkill, NY
Our mission at Murphy Wealth Management Group is helping retirees pursue their dreams for retirement. The Wealth Advisor/Tax Preparer will assist in the…
$80,000 - $100,000 a year
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10d
Atherton & Associates, LLP —Modesto, CA
CPA license in the State of California. Manages production of quality deliverables on time, in scope and within budget. Master’s degree is a plus.
$105,000 - $140,000 a year
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Level Wealth Management —North Carolina
A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…
$48,000 - $60,000 a year
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1d
Adswerve, Inc —Remote
This role involves driving new business and fostering revenue growth with both our new and existing direct marketer Clients. Employer Paid Basic Life Insurance.
$100,000 - $120,000 a year
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8d
Thrivent —Sioux Falls, SD
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
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6d
SAFY —Lima, OH
Bachelor’s degree in the field of social work, counseling, psychology, or other license-eligible related field of human services required.
$46,000 - $70,000 a year
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Vicus Capital —State College, PA
Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment.
Estimated: $38.2K - $48.3K a year
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3d
Steward Partners Global Advisory LLC —Keene, NH
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
$40,000 - $50,000 a year
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Northwestern Mutual-Greater Hartford Area, Connecticut —West Hartford, CT
We prefer a four year degree from a university, will consider an associate’s degree, extensive business background and military. Top 25% - $1.2 Mil.
$63,525 - $323,525 a year
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Banana Republic —Indianapolis, IN
Flexible and adaptable to work shifts that meet the needs of the business; flexible and/or consistent scheduling may be available and as required by state and…
1d
Designit —Seattle, WA
As a critical member of the Client Services Team, you are responsible for building relationships with our key clients and delivery teams to understand, evaluate…
$130,000 - $150,000 a year
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