- H&R Block (Virginia Beach, VA)
- **558233BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... and tax planning techniques. Regularly research financial landscape and market trends + Assist with month-end, quarter-end, and year-end analysis of accounts… more
- H&R Block (Virginia Beach, VA)
- **531195BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... and tax planning techniques. Regularly research financial landscape and market trends + Assist with month-end, quarter-end, and year-end analysis of accounts… more
- H&R Block (Aurora, IL)
- **558055BR** **Title:** Associate Client Advisor -Small Bus & Tax **Our Company** **:** Applies principles of accounting to analyze financial information and ... and tax planning techniques. Regularly research financial landscape and market trends + Assist with month-end, quarter-end, and year-end analysis of accounts… more
- Equinor (Houston, TX)
- **What does the job involve?** US Tax Advisory **What will my tasks be?** Within this position, your key tasks will be to: + Be part of a team that is responsible ... for tax advisory and tax planning for our...career across multiple disciplines and geographies. Our internal job market allows a wide range of opportunities for development… more
- Citizens (Boston, MA)
- …estate, and tax planning strategies. * Serve as a trusted advisor to clients, offering ongoing guidance and proactively addressing financial needs. Wealth ... focusing on each client's unique circumstances. The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to deliver… more
- University of Rochester (Rochester, NY)
- …be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal ... equity considerations._ **Responsibilities:** The Support and Engagement (S&E) Advisor will be responsible for advising on inquiries related to Social Security (SS),… more
- PNC (West Palm Beach, 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
- Capital One (New York, NY)
- …to advise Tax Credit Finance and Tax Credit Operations, together, New Market Tax Credits ("NMTC") Program on applicable rules and regulations of the NMTC ... NYC 299 Park Avenue (22957), United States of America, New York, New York Compliance Advisor Manager Corporate Compliance is seeking a Compliance Advisor Manager… more
- Truist (Atlanta, GA)
- …and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group ... Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for… more
- Citizens (New York, NY)
- …information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible ... investment services industry and is focused on growing our market share in the states we currently operate. We...Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly ... and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client relationship...support the timely delivery of the credit processes to market partners and clients. + Have a strong understanding… more
- Regions Bank (Birmingham, AL)
- …careers section of the system. **Job Description:** At Regions, the Associate Trust Advisor , through the mentorship of a senior advisor , will build foundational ... and expertise needed to further their advancement to an advisor role. The Associate Trust Advisor will...+ Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts… more
- Rochester Institute of Technology (Rochester, NY)
- …such as tax and citizenship documentation. The Student Financial Aid Advisor works very closely with other administrative and academic departments to ensure ... **9462BR** **Position Title:** Student Financial Aid Advisor **Organization:** Office of Financial Aid and Scholarships **Job Responsibilities:** + Software… more
- Regions Bank (Orlando, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and ... and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to… 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, ... firms, managing a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important revenue generating client… more
- Truist (Beverly Hills, CA)
- …Truist Wealth solutions. 2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by ... and high net worth individuals. 3. Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external… more
- Edward Jones (St. Louis, MO)
- …programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, ... am to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- …otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with ... We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and...there is an exciting opportunity for an experienced Financial Advisor to join the investment program and take an… more
- Comerica (Bloomfield Hills, MI)
- …marketing new products to existing clients. * Expected to be the expert level " market moving" advisor with ability to handle the most challenging, sensitive and ... Private Banking Advisor The Private Banking Advisor will...Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk… more
- Kestra Financial (Hartford, CT)
- …perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in ... Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent...and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning + Coachable… more