- H&R Block (Abilene, TX)
- **516999BR** **Title:** Senior Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... Work Experience: + 5 years Minimum related work experience **Posting Title:** Senior Client Advisor , Small Business and Tax **Sponsored Job:**… more
- H&R Block (Cincinnati, OH)
- **517569BR** **Title:** Lead Client Advisor - Small Business and Tax **What you'll do ** **:** **What you'll do :** Apply principles of accounting to analyze ... + Provides guidance and assistance to Tax Accountants and Senior Tax Accountants as needed. **Job ID:** 517569BR **Address1:**...8 years Minimum related work experience **Posting Title:** Lead Client Advisor - Small Business and Tax… more
- University of Massachusetts Amherst (Amherst, MA)
- …work independently and collaboratively with various university personnel. + Able to manage varied client needs. Senior Academic Advisor + Three (3) years ... Academic Advisor / Senior Academic Advisor (Hybrid... additional essential functions + Provides entry-level, individualized and small group advising to a diverse population of students… more
- Concentrix (Farmington Hills, MI)
- Job Title: Senior Advisor , Sales Job Description The Senior Advisor , Sales interfaces with customers via inbound/outbound calls and provides account ... management and resolution of routine problems and questions regarding client products and services. **REIMAGINE YOUR CAREER** Are you...just the right place for you! As a sales advisor , you'll join an organically diverse team from 40… more
- Vanguard (Dallas, TX)
- …should be given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our clients ... As Financial Planners, Advisors provide planning expertise based on client needs. + As Behavioral Coaches Advisors shape ...Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked… more
- JPMorgan Chase (Apple Valley, CA)
- …travel management, but creating more opportunities for our employees and their careers. As a Senior Travel Advisor III in FROSCH (CTJ) You will be working on a ... than 45 years, FROSCH has been a travel company of choice, building a client -centered service model and employee-focused workforce. Now, as a part of the JPMorgan… more
- University of Massachusetts Amherst (Amherst, MA)
- Senior Academic Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/822/gateway/default.aspx?c=apply&lJobID=522950&lJobSourceTypeID=801&sLanguage=en-us) ... of the region. Job Summary Under the direct supervision of the Principal Academic Advisor , the Senior Academic Advisor provides comprehensive advising for… more
- Citigroup (Stamford, CT)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Deloitte (Boston, MA)
- …who wants to work in a collaborative environment? As an experienced Project Delivery Senior Analyst - Pricing Advisor you will have the ability to share ... for long-term, onsite client service delivery. Work You'll do/Responsibilities: + Build client relationships and be a trusted strategic advisor on how to… more
- Citigroup (Greenburgh, NY)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Senior Wealth Advisor SAFE Act is...and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- JPMorgan Chase (Columbus, OH)
- …for developing and retaining talent across the Consumer and Community Bank. As a Senior Talent Development Advisor within the Consumer and Community Bank (CCB) ... Business Advisors (HRBA) and business leaders in your aligned client groups. Your role will be to implement and...Advanced PowerPoint, Excel, and Word - ability to build senior executive level presentations and materials + Able to… more
- M&T Bank (Wilmington, DE)
- …strategy for individuals, business owners, and/or families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in ... of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the… more
- Joint Enterprise Technologies (Washington, DC)
- …came after us. About the Opportunity: Joint Enterprise Technologies is seeking a Senior Technology Advisor with diverse experience in information technology and ... by government contracted services. Come join our Service-Disabled Veteran-Owned Small Business team as we continue to serve the...Functional Duties: + Strategic Advising: Serve as a trusted advisor to senior management, business units, and… more
- Vanguard (Washington, DC)
- …Trusted policy advocacy and thought leadership is part of our identity, and as our Senior Policy Advisor , you'll ensure we maintain it. As a thought leader of ... and influence trade association agendas and action plans. Lead conversations with Senior Leadership on the potential impact on our clients, the organization and… more
- Bluepath Labs (Washington, DC)
- Senior Congressional and Public Affairs Specialist/ Advisor - DOD (Onsite) Location: Washington, DC (Onsite) BluePath Labs is an award-winning, rapidly growing ... research and development support for disruptive technologies. We are seeking a Senior Legislative and Public Affairs Specialist to provide expert advice and support… more
- JPMorgan Chase (Columbus, OH)
- The Financial Advisor Development Track (FADT) Insights Programs are designed to attract undergraduates who are interested in early exposure to financial services ... to apply. As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you will take part...entire team, including a dedicated program manager, mentors, and senior leaders who are sincerely invested in your success… more
- Citigroup (Jacksonville, FL)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Solutions Advisor SAFE Act position is a developing professional...account solutions that best meet the needs of the client , which may include digital platforms, centralized team-based advice,… more
- Atria Wealth Solutions (Battle Creek, MI)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle ... began on April 16, 1936 - Inspired by a small handful of educators from the Battle Creek School...every day. They are looking to add a financial advisor to the team to join the credit union's… more
- Atria Wealth Solutions (San Rafael, CA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the San Rafael, CA area. ... further: Redwood Credit Union is looking for a Financial Advisor who wants something more! As a Financial ...other branch locations as assigned. + Business Development / Client -Services Management: + Be the primary architect and contributor… more
- CTG (Tampa, FL)
- …is seeking to fill a Print Customer Support Representative opening for our client in Tampa, FL. **Location:** Tampa, FL **Duration:** Ongoing contract **Pay:** Up to ... 8 am to 5 pm, M-F There may be a small amount of driving using your own personal vehicle visiting client sites. **Duties:** + Primary resource for advice for all… more