- Charles Schwab (Phoenix, AZ)
- …risk issues preferred SIE or Series 7preferred, but not required Cost basis and tax knowledge is preferred , but not required. What's in it for you At Schwab, ... Position Type: Regular Your opportunity Schwab Advisor Custody and Trading (ACT) is the leading...Cost Basis Team services all Schwab advisors with their tax , cost basis and statement needs.Daily tasks include answering… more
- Charles Schwab (Phoenix, AZ)
- …risk issues preferred SIE or Series 7preferred, but not required Cost basis and tax knowledge is preferred but not required. In addition to the salary range, ... to work on site in the specified location(s). Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and... Services Cost Basis Team supports Schwab advisors with tax , cost basis, and statement inquiries. Daily duties include… more
- Midland States Bank (Joliet, IL)
- …skill and qualification requirements for this position. Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time Req ID: JR1041-Joliet_IL At ... Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients.… more
- Hajoca Corporation (Arlington, TX)
- …innovative ways to grow sales with existing customers and become their trusted advisor . * Generate sales leads that develop into new customers. * Identify ... experience in customer service or inside sales; contractor sales preferred . * Knowledge of products sold in the Profit...coverage * Life insurance and Long Term Disability * Pre- tax accounts for healthcare and dependent care * Paid… more
- Hajoca Corporation (Greenville, OH)
- …ways to grow sales with existing customers and become their trusted advisor . * Identify opportunities for value-added services and articulate our solutions. * ... * Knowledge of products sold in the Profit Center preferred Our ideal candidate will also: * Effectively use...coverage * Life insurance and Long Term Disability * Pre- tax accounts for healthcare and dependent care * Paid… more
- Hajoca Corporation (Salt Lake City, UT)
- …opportunities to grow sales with existing customers and become a trusted advisor . * Identify opportunities for value-added services and clearly articulate solutions. ... * Knowledge of products sold in the Profit Center preferred * Possess a proper and valid driver's license...coverage * Life insurance and Long Term Disability * Pre- tax accounts for healthcare and dependent care * Paid… more
- State of Colorado (CO)
- Tax Policy Advisor III Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/5155010) Apply Tax Policy Advisor III Salary $58,872.00 - ... the job for you! We are looking for a Tax Policy Advisor who can analyze and...of attendance at or graduation from an educational institution. Preferred Qualifications: The ideal candidate will possess the following… more
- JPMorgan Chase (Jersey City, NJ)
- …Withholding tax matters. **Job summary:** As an Information Reporting & Withholding Advisor - Vice President within our Corporate Tax Division, you will have ... Join JP Morgan as an Information Reporting & Withholding Advisor - Vice President and be part of a team...advise JPMorgan's businesses on US Information Reporting and Withholding tax matters. This role provides a unique opportunity to… more
- ExxonMobil (Houston, TX)
- …will play in our team** We are seeking a highly skilled and experienced Senior Tax Advisor ready to take on complex challenges within a Fortune 50 multinational ... apply now! **About you** We are seeking a senior tax advisor with a strong background in...planning experience + Minimum of a Masters in Taxation ** Preferred Qualifications/ Experience** + Experience with international tax… more
- Chevron Corporation (Houston, TX)
- …Openings 1 Chevron is accepting online applications for the position **Lead Indirect Tax Advisor Role -Techno** logy through **12/15/2025** at **11:59 pm** ... Skills and Qualifications** + SAP expertise with at least 10 years of tax experience, indirect tax experience preferred . + At least 5 years of experience in… more
- SAP (New York, NY)
- …great benefits, and a team that wants you to grow and succeed. **Global Sub-Solution Advisor GRC, GTS, Tax ** **SAP Finance & Quote to Cash, Chief Revenue ... The Domain Expert is responsible for supporting success through end-to-end GTM within the Tax and Trade solution area. This expert would support the GRC, GTS, and … more
- Chevron Corporation (Houston, TX)
- …various stakeholders. **Required Qualifications:** + Bachelor's degree required; MST or CPA preferred . + 5+ years of corporate income tax experience, including ... (Central Time). **About the Role** Chevron is seeking highly motivated International Tax Analysts/Advisors and Sr. Tax Analysts/Advisors to join our… more
- ADP (Salem, NH)
- **Title: Advisor Service Representative I** **Position Summary:** Developing and maintaining the confidence of the RS advisor channel is an essential component ... to the success of ADPRS. The Advsior Service Representative role supports advisor -centric and associated client related inquiries with a concentration in RS … more
- Texas A&M University System (Corpus Christi, TX)
- …skills. + Excellent written communication, analytical, interpersonal, and organizational skills. PREFERRED QUALIFICATIONS Academic Advisor I + Up to One ... Job Title Academic Advisor I-II Agency Texas A&M University - Corpus...Texas (TRS) or Optional Retirement Plan (ORP) + Voluntary Tax Deferred Account/Deferred Compensation Plan Time Off (https://www.tamucc.edu/human-resources/time-off/index.php) :… more
- Edward Jones (Ashland, VA)
- **Job Overview** **Please Note:** This opportunity is different from our financial advisor hiring process for an existing opening. It allows you to express interest ... in an anticipated financial advisor position and seek to become prequalified. This means...advisors. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account and flexible spending account.… more
- Charles Schwab (Westlake, TX)
- … + SIE or Series 7 preferred , but not required + Cost basis and tax knowledge is preferred , but not required. **What's in it for you** At Schwab, you're ... **Your opportunity** Schwab Advisor Custody and Trading (ACT) is the leading...Cost Basis Team services all Schwab advisors with their tax , cost basis and statement needs. Daily tasks include… more
- Comerica (New York, NY)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- Commerce Bank (St. Louis, MO)
- …planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards ... Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… more
- Truist (Mclean, VA)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for...health. + Must be able to partner well internally Preferred Qualifications: + CFP, CFA, Master's Degree The annual… more
- Edward Jones (Mount Vernon, 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
