- PNC (Fort Lauderdale, FL)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... manager's discretion. Estate and Trust administrations are faced with intricate and complicated tax and legal matters. When PNC Bank, NA is a named corporate… more
- Edward Jones (Seattle, WA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- City of Boise (Boise, ID)
- Mayor's Housing Advisor Print (https://www.governmentjobs.com/careers/boiseid/jobs/newprint/4703567) Apply Mayor's Housing Advisor Salary $68,000.00 - ... Summary Statement Join us in a fulfilling role as the Mayor's Housing Advisor , where you'll lead strategic housing initiatives in close collaboration with the… more
- Thrivent Financial (Bismarck, ND)
- …billion in assets under management/advisement (as of 12/31/23). Position Summary The Service Advisor meets the needs of clients as determined by the Lead Advisor ... decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed. + Grows existing...field + Series 7 and 66 licenses and insurance license required + Minimum of 3 years experience in… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in ... a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Sr. within PNC Private Bank organization, you will be based in our ... personal property, tangible and intangible; management of court filings, tax filings, and other legal documents as needed in...expertise and problem solving escalation for the Estate Settlement Advisor team. + Engages in the most complex estate… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...development of the IWM platform. 11. Satisfy all regulatory license requirements. The list includes Firm Element CE, AML… more
- Alcohol and Tobacco Tax and Trade Bureau (Washington, DC)
- …in the Federal Government. Responsibilities This position is located at Alcohol and Tobacco Tax and Trade Bureau (TTB), Office of Chief Counsel, Tax and Trade ... functioning as a principal assistant and senior expert legal advisor to an Assistant Chief Counsel, the Deputy Chief...a current member of a bar with a valid license to practice law in a state, territory of… more
- Office of the Secretary (Washington, DC)
- Summary This vacancy is for an Attorney Advisor in the Office of the Secretary, Office of the General Counsel, Office of the Chief Counsel for the Minority Business ... issues facing MBEs and underserved entrepreneurs. As an Attorney Advisor in OCC-MBDA, you will perform the following duties:...financial institution of their choosing. Drug Test Required: No License required: Bar Membership in one of the 50… more
- Monroe Community College (Rochester, NY)
- …serves students at local middle schools and high schools. The Program Advisor , in collaboration with school, faculty, and staff, is responsible for providing, ... and activities related to STEP at participating schools. The Advisor reports directly to the Project Director for CSTEP/STEP...be required to provide proof of valid NYS driver's license and pass the NYS fingerprinting clearance process. +… more
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Personal Investor, Wealth Management, you will develop tailored strategies that will ... serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...job requires a Series 7, 63 or 66 regulatory license and/or registration (eg FINRA, state, SFC) as well… more
- PNC (Atlanta, GA)
- …to contribute to the company's success. As a Senior Executive Compensation Advisor within PNC's Executive Compensation organization, you can sit in Pittsburgh, PA; ... Programs, Financial Analysis, Human Resources Policies, Strategies And Environment, Tax Management, Workforce Analytics **Work Experience** Roles at this level… more
- Edward Jones (New River, AZ)
- …tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning needs. **Responsibilities ... tax planning strategies for clients. Setting expectations with tax planning/legal service provider, client, financial advisor ,...obtained within 6 months of hire + State Insurance license preferred or obtained within 6 months of hire… more
- Greene Tweed (Lansdale, PA)
- …including reviewing federal, state and local tax returns prepared by a third-party tax advisor . + Manage all domestic income tax matters, including data ... and use tax returns, + Manage third-party tax advisor that assists with property ...Accounting, Finance or Business (or equivalent) + Active CPA license + Advanced degreed preferred **Skills and Experience:** _Required_… more
- Hendrick Automotive Company (Austin, TX)
- …for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork accompanying vehicle sales, ... customer service experience desired. Certificates and Licenses: √ Valid Driver's License o Automobile Salesperson License Computer Skills: Intermediate knowledge… more
- City of New York (New York, NY)
- …- Fluency in English and either Spanish or French/Creole preferred. - NYS Driver's License highly desirable. Why you should work for us: - Loan Forgiveness: As a ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- Truist (Atlanta, GA)
- …Series 63&65 can be used in lieu of Series 66). Life/Health/Variable Insurance License .** + Bachelor's degree in Accounting, Business, Finance or related field, or ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- ServiceNow, Inc. (Santa Clara, CA)
- …purpose to make the world work better for everyone. The Global Partner Acceleration Lead: Tax , Audit and Accounting is a key member of the Global Partners & Channels ... Officer (CFO). **Job Description:** This role requires experience in Tax , Audit and Accounting business processes, a grounded point...you will serve as a global leader and trusted advisor to ServiceNow's top partners to identify and generate… more
- Edward Jones (St. Louis, MO)
- …financial advisors in serving their clients with complex needs, particularly related to tax planning. This position is critical in serving as the primary contact ... a team approach which requires specific technical knowledge in tax planning and comprehensive financial planning. + Communicate with...66 required within 6 months of hire + Insurance license required within 6 months of hire + Bachelor's… more
- Grant Thornton (Charlotte, NC)
- …Bachelor's degree in Accounting + Minimum six years of progressive tax compliance and/or tax consulting + Active CPA license , JD with active law license ... As the Income/Franchise Tax Manager, you'll deliver a full range of...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more