- H&R Block (Naperville, IL)
- **516868BR** **Title:** Lead Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... ability to use macros, pivot tables, and query **Posting Title:** Lead Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2 #LI-Onsite… more
- H&R Block (Cincinnati, OH)
- **517569BR** **Title:** Lead Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... Experience:** + 8 years Minimum related work experience **Posting Title:** Lead Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- H&R Block (Banks, OR)
- **554949BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- H&R Block (Novato, CA)
- …ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business & Tax **Sponsored Job:** \#LI-KM2 #LI-Onsite ... **517548BR** **Title:** Associate Client Advisor - Small Bus &...**517548BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll...**Job Family:** Small Business **WOTC Eligibility Check:** Yes **Pay… more
- H&R Block (Naperville, IL)
- …and Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor , Small Business & Tax **Sponsored Job:** ... **528214BR** **Title:** Associate Client Advisor - Small Bus &...reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares,… 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 ... use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Bus & Tax...Small Bus & Tax **Sponsored Job:** \#LI-KM2 #LI-Onsite **Job Family:** Small Business **WOTC Eligibility Check:**… more
- Elevance Health (Indianapolis, IN)
- **Strategic Sales Advisor - Individual and Small Group** **Location:** This position will work a hybrid model (remote and office). The candidate must live within ... to meet with brokers/clients as necessary. The **Strategic Sales Advisor ** is responsible for new business acquisition...consultants, and key decision makers. + Develops and implements business plans to address broker/ client needs. +… more
- PNC (Arlington, VA)
- …**Job Description** + Markets credit card systems and support services for business customers. Attracts and retains client relationships to meet sales ... Inquiries, Merchant Services, Negotiation, Operations Management, Sales Operations **Competencies** Business Acumen, Client Relationship Management, Customer Experience… more
- JPMorgan Chase (Columbus, OH)
- …money market funds. **Job Summary:** As an Asset Management-Funds Retirement Plans-Internal Client Advisor Associate within JP Morgan Asset & Wealth Management, ... facets of the sales process, and partner with Internal Client Advisor to ensure a collaborative approach...we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity...we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction… more
- JPMorgan Chase (Apple Valley, CA)
- …solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the ... years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset… more
- JPMorgan Chase (Oak Park, IL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset… more
- JPMorgan Chase (Akron, OH)
- …best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Have a passion for uplifting the… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... will require you to work closely with the DCIS Advisor CA team to achieve team objectives, coordinate key...we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction… more
- World Insurance Associates, LLC. (Alexandria, VA)
- …" Client Pitch Decks" / presentations. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. ... help us build off of an existing book of business . This is an opportunity for a proven Commercial...risk of "starting over with nothing." Position Overview Our Client Advisors bring risk management solutions to both businesses… more
- JPMorgan Chase (New York, NY)
- …achieve their goals in the way that's best for them. As a Platform Solutions Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate ... committed to providing exceptional service to our clients and business partners. Our sales and client service...we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction… more
- World Insurance Associates, LLC. (Nashville, TN)
- …" Client Pitch Decks" / presentations. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. ... retirement services, and human capital management solutions. Position Overview Our Client Advisors bring risk management solutions to both businesses and… more
- JPMorgan Chase (Phoenix, AZ)
- **Job Summary:** As an External Client Advisor within JPMorgan Asset Management - US Funds Management, you will be responsible for providing field sales coverage ... years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset… more
- University of Kansas (Lawrence, KS)
- …Description:** **50% Direct Client Counseling:** Provide direct one-to-one counseling with small business clients in areas including business planning, ... **28596BR** **Job Title:** SBDC Business Advisor **Department:** Business ...+ Assist with conducting startup seminars / workshops with small business clients + Develop and produce… more
- Truist (Arlington, TX)
- …support. Serve as the primary point of contact for the Consumer & Small Business Banking branches, regional and internal support departments regarding ... to utilizing all available tools and resources to create a differentiated client experience. Track all unresolved issues accurately to ensure timely follow up… more