- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… 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 (Houston, 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
- State of Colorado (CO)
- ECMC Enforcement Advisor (COMPLIANCE SPECIALIST IV) -Hybrid Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4633466) Apply ECMC Enforcement ... Advisor (COMPLIANCE SPECIALIST IV) -Hybrid Salary $70,140.00 - $91,200.00...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax 401K and 457 plans + Paid life insurance… more
- State of Colorado (Denver, CO)
- ECMC Underground Injection Control Geologic Advisor Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4651549) Apply ECMC Underground Injection ... Control Geologic Advisor Salary $86,376.00 - $103,200.00 Annually Location Denver Metro,...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid… more
- Truist (Atlanta, GA)
- …at the direction of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use with the public and ... compliant and in line with regulatory standards. + Principal Review of Advisor Bio pages, electronic client correspondence, retail communications and seminars to… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …is thrilled to partner with an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The Wealth Advisor position is ... including performing general research in areas of investments, income tax planning, estate planning, and impact of recent regulations....of Private Client/High Net Worth experience. * Series 65 license or commitment to obtain the license … more
- Ballston Spa National Bank (Guilderland, NY)
- …future with Ballston Spa National Bank (BSNB)! BSNB is seeking a Financial Advisor to join our growing Financial Services team! Join a nationally recognized bank ... is a service of Osaic Institutions. A DAY IN THE LIFE As a Financial Advisor at BSNB, you will work with existing clients to deepen relationships. You will work… 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
- 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
- Federal Law Enforcement Training Centers (Artesia, NM)
- …the Legal Training Division in the Field Legal Branch. As an Attorney - Advisor (Instructor) , GS-0905-13/14, your typical work assignments may include: Serving as a ... or the Commonwealth of Puerto Rico and have a license to practice law. Provide a copy of your...delinquency in the payment of debts, child support and/or tax obligations, as well as certain criminal offenses and… more
- Eastern Bank (Portsmouth, NH)
- …within portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Identifies and escalates ... of multi-year Trust School program preferred. + Certified Trust & Financial Advisor ("CTFA") designation preferred. + Minimum 7 years' experience in financial… more
- Edward Jones (St. Louis, MO)
- …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 ,...+ Series 7 and 66 required + State Insurance license required + CFP(R) preferred + 9+ years of… more
- Hendrick Automotive Company (Charleston, SC)
- …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
- Truist (Richmond, VA)
- …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
- Planned Parenthood of Greater New York (Poughkeepsie, NY)
- …+ Access to private transportation is required, with a valid NYS driver's license , inspection, registration, and adequate insurance + Ability to work a flexible ... and vision coverage options for you and eligible dependents FSA, HSA, Commuter pre- tax reimbursement funds Short and Long Term Disability, Free Basic Life and AD&D… more
- Grant Thornton LLP (Denver, CO)
- …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
- Founder's CPA (Chicago, IL)
- …Bachelor's degree in accounting, finance, or similar field + A passion for all things tax + Certified Public Accountant (CPA) license or Enrolled Agent (EA) is ... firm located in Chicago that focuses on outsourced accounting, tax , and CFO services for venture-backed startups. We refuse...more meaningful value in our role as a trusted advisor . We're looking for curious team members who share… more
- Robert Half Finance & Accounting (Chicago, IL)
- …to limited partner tax related inquiries. + Coordinate state composite questionnaires with the tax advisor + Manage state and federal tax notices on a ... over the next few months.) Job Description: + Review tax books and records, including taxable income, tax...Annual charitable contribution allowance. * Support pursuit of CPA license To apply to this hybrid role, please send… more