Client Advisor jobs

Raiche and Company CPA's, P.A —Dover, NH

Candidate must be ready to assume an existing book of tax clients and be willing to accept and work with prospective clients on a daily basis.

Baker Holtz CPAs and Advisors —Grand Rapids, MI

Communicate effectively with clients to gather necessary information, explain tax concepts, and answer questions. Half-day Fridays during the summer.

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…

Louis Vuitton —Short Hills, NJ3.7

To succeed in this role, you must have experience working in luxury or client-centric retail environment or a strong history of customer service and dealing…

Affordable Heating and Air Conditioning —Pembroke, MA4

3 years experience as a HVAC installer/service technician. 3 years of experience in service and installation of HVAC. Communicating with clients and customers.

DGPerry CPAs + Advisors LLC —Orange Park, FL4.4

Every day, DGPerry helps its clients navigate through life and business events, develop tailored strategies to maximize profits, minimize risk, and plan for…

DGPerry CPAs + Advisors LLC —Dublin, OH4.4

Certified Public Accounting (CPA) license is a plus but not required. Conducts various valuation techniques, including discounted cash flow analysis, guideline…

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.

Radcliffe Jewelers —Newark, DE5

The Dedicated Rolex Watch Client Advisor position requires excellent personal communication skills, a desire to work in an exclusive luxury environment, a…

Fiorito Wealth Management —Hattiesburg, MS

You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.

Nextten Stauer, LLC —Burnsville, MN3.7

Benefit from perks like a telephonic medical program, matching 401k, and discounted products. We're seeking energetic, competitive, and sales-minded…

Crestwood Consulting —Sherwood, OR

Bachelor’s degree in Accounting, Finance, Human Resources, or a related field; CPA or HR certification preferred. Driving CCS culture and initiatives.

SAFY —Ottawa, OH

Master’s degree in the field of social work, counseling, psychology, or other license-eligible related field of human services. *$5000 sign-on bonus*.

CXG Holdings Inc —Remote

Field inbound and marketing generated leads, including holding conference calls, video calls, emailing and otherwise coordinating with clients and potential…

Thrivent —Milwaukee, WI3.7

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…

Precise MGMT —Remote3.7

Handle all aspects of the accounting cycle, including asset management, budgeting, cost analysis, financial reporting, accounts payable/receivable, insurance,…

Northwestern Mutual —East Lansing, MI3.7

Use state of the art software, reporting tools, and illustrations to educate clients on potential plans. *Build*— A client base by growing relationships with…

Germain Honda of Naples —Naples, FL3.4

Continuously develop product and sales acumen to become the vehicle expert. At Germain, our mission is to attract, develop and retain exceptional people to…

Tekrek Solutions Inc —Raleigh, NC

Inbound calls: 3 years (Required). Answers inbound communications to service accounts, fulfil requests or address issues. Customer service: 3 years (Required).