- USAA (Phoenix, AZ)
- …financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to ... Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within...days of hire. Required maintenance of FINRA Series 7 license . Required maintenance of FINRA Series 66 (or 63… 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...maintaining a safe driving record and a valid driver license prior to driving any State-owned vehicle. To be… more
- Edward Jones (Bothell, 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
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking ... new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent...experience in financial advising . Life, Health and Accident License - State of CT . FINRA Series 7… more
- State of Colorado (Denver, CO)
- ECMC Enforcement Advisor (Compliance Specialist IV) - Hybrid Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/5146654) Apply ECMC Enforcement ... Advisor (Compliance Specialist IV) - Hybrid Salary $68,100.00 -...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid… more
- TEKsystems (Scottsdale, AZ)
- I am currently hiring 2+ Advisor / Brokerage Phone Support Representatives for a major financial firm for an upcoming start class in January or February. These are ... with clients . Receives calls from advisors, support staff, advisor assistants etc. And many times the calls are...Preferred in Finance/Business + Series 7 or Series 6 License Preferred (Higher Compensation is offered if possessed) +… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner...acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in… more
- City of New York (New York, NY)
- …a specific mission and meet program goals. Duties and Responsibilities The Public Advisor II (under the direction of the Supervising Public Health Advisor ) ... and oral communication skills, fluency in English and Spanish or French preferred LICENSE REQUIREMENTS: A motor Vehicle Driver's license valid in the State… more
- PNC (Baltimore, MD)
- …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
- Hendrick Automotive Company (Austin, TX)
- …35 Frontage Rd, Austin, Texas 78745 Hendrick Automotive Group is seeking motivated Sales Advisor to join our Audi sales team in Austin, TX! candidates should have ... for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork accompanying vehicle sales,… more
- City of New York (New York, NY)
- …Initiatives, STI, and Viral Hepatitis. Reporting to a Coordinator (Supervising Public Health Advisor ), you will be working within a team of Public Health Advisors, ... either Spanish or French/Haitian Creole preferred - NYS Driver's License highly desirable - Must be able to work...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- Cornell Cooperative Extension (Oriskany, NY)
- The Energy Advisor will primarily assist with the teaching of energy efficiency and clean energy education programs in the Mohawk Valley Region, specifically in ... a matching patience to move at the speed of trust. + Valid NYS Driver's License and the ability to meet travel requirements associated with this position. + Ability… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...job requires a Series 7, 63 or 66 regulatory license and/or registration (eg FINRA, state, SFC) as well… more
- USAA (Phoenix, AZ)
- …individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate ... + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other...Diploma required. + Active Group 1 Life & Health license and required maintenance or ability to acquire within… more
- Hendrick Automotive Company (Cary, NC)
- …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
- City of New York (New York, NY)
- …to learn new computer programs as necessary. - Possession of a NYS Driver License . Why you should work for us: - Loan Forgiveness: As a prospective employee ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- Robert Half Finance & Accounting (Bettendorf, IA)
- …tax planning solutions to the table. Key Responsibilities Serve as a trusted tax advisor to a portfolio of high-quality clients across various industries. ... candidate is a strategic thinker, people-focused leader, and trusted advisor who thrives in a dynamic environment. You will...in the community as a brand ambassador. Qualifications CPA license required; MST or JD/LLM in Tax … more
- Edward Jones (Tempe, AZ)
- …Do you have a background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to ... meet our High Net Worth clients' wealth management and tax planning needs. You will be called upon as...66 required within 6 months of hire + Insurance license required within 6 months of hire + CFP… more
- Charles Schwab (Westlake, TX)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a specialized team ... relationship is to work through client's sophisticated needs in Tax , Trust, and Estates that among other things that...Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- Grant Thornton (Chicago, IL)
- …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 - Asset Management, you'll deliver a...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
