- Edward Jones (Glendale, AZ)
- …you need to succeed in our client -first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up ... yourself at a professional crossroads, a career as a financial advisor may be the right change...combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business… more
- Edward Jones (Phoenix, AZ)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by… more
- American Express (Phoenix, AZ)
- …provide guidance, direction, and assistance to our US Large Enterprises (USLE) Client Management Team. The Global Program Advisor will facilitate communication ... make an impact in this role?** The Global Program Advisor will be a key consultant to the Global...our global programs for our US based clients. Increased client satisfaction will lead to increased account retention and… more
- H&R Block (Phoenix, AZ)
- **524711BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Moss Adams LLP (Phoenix, AZ)
- …a valued business advisor to our clients by filling a variety of client roles such as Virtual Controller, Account Manager, and Onboarding. The Consulting ... & accounting services to our dynamic client base. Consulting Managers serve as...virtual processes and platforms + Performs overview of financial statements for inconsistencies and opportunities of increased revenue… more
- Black & Veatch (Phoenix, AZ)
- …relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help ... work across Solution teams to gain an understanding of the evolving market/ client demands, (2) dynamically assemble integrated offerings from existing solutions to… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Proven ... Do you enjoy building new client relationships to grow an already existing and...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Paychex (Phoenix, AZ)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and market share. +… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Black & Veatch (Phoenix, AZ)
- …Oil & Gas account strategy and planning + Influence marketing activity, market presence, & client positioning + Trusted advisor to BV Client Segment Leaders ... consulting and operation resiliency services that apply across the client 's entire investment-to-operations lifecycle commitments. Included are Strategic Advisory,… more
- Dorsey & Whitney LLP (Phoenix, AZ)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan;… more
- Edward Jones (Tempe, AZ)
- …focus. Changing the future of our firm, the industry and the advisor - client relationship. **Job Overview** **Position Schedule:** Full-Time In 2022, Edward ... Jones invested $1 billion in technology infrastructure, digital initiatives, and virtual business enablement tools. We're currently in the test-and-learn phase and… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...large CPA firm experience + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Tempe, AZ)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy … more
- H&R Block (Phoenix, AZ)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health Advocate.** + ... tax interviews with clients face to face and through virtual tools - video, phone, chat, email** + **Prepare...and accurate tax returns** + **Generate business growth, increase client retention, and offer additional products and services** +… more
- Deloitte (Tempe, AZ)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... related to sustainability and and ESG, as well as implement client outreach strategies. Responsibilities will include: + Facilitating Federal C&I engagements… more
- ADP (Tempe, AZ)
- …+ Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? + Does ... a consultative business partner introducing ADP's leading solutions to Chief Financial Officers, Human Resources and Payroll Administrators, Small Business Owners,… more
- Confluent (Phoenix, AZ)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more