- H&R Block (Warrington, PA)
- …and cared for throughout their tax journey. Working closely with Tax Advisors , you help clients understand the process, gather necessary documentation, and prepare ... and answer questions to build trust and reduce anxiety. + Partner with Tax Advisors to ensure they have all required client information, enabling them to deliver a… more
- Love's Travel Stops & Country Stores (Hubbard, OH)
- …* Quarterly Bonus Program * Hiring Immediately_ **Welcome to Love's!** Service Advisors drive sales success in our Truck Care facilities through salesmanship, ... leadership, and customer service. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress… more
- Commonwealth of Pennsylvania (PA)
- …highly automated investment account activity involving Real Estate and alternative investment advisors ? Would you enjoy the option of teleworking part-time for an ... between our investment accounting system, Real Estate and alternative investment advisors , and the custodial bank in the Special Investment Accounting Section… more
- Vanguard (Malvern, PA)
- …+ Strong sales aptitude and a natural ability to engage with financial advisors across various channels (phone, web meetings, email). + A proactive, growth-oriented ... proactively improve the client experience. Develop presentation materials for clients, advisors , conferences, and internal meetings. Respond to client or prospect… more
- HUB International (Providence, RI)
- …business model. We are a trusted resource and partner to thousands of financial advisors , as well as banks, broker dealers and producer groups. BSMG has strong ... after 2 years). + BSMG will provide a curated list of top annuity producers and advisors to help grow your annuity business to over $100 million in sales. + The… more
- Citigroup (San Francisco, CA)
- …and adhering to all regulatory rules/guidelines. + Responsible for all Financial Advisors in a defined region with direct managerial oversight. + Effectively ... and segment strategy. + Motivates, persuades, and leads a diverse group of Advisors , Relationship Managers, and non-team partners to execute on delivering value to… more
- Raymond James Financial, Inc. (Seattle, WA)
- …Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients. NWPS has over 1,100 ... activities, and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA's eponymous "Raymond… more
- Charles Schwab (Westlake, TX)
- …Advisor Core Digital Solutions group's mission is to deliver experiences that help advisors put clients first. This role sits within the Schwab Advisor Center (SAC) ... team, which provides advisors with an exceptional custodial platform experience. We are seeking a **Senior Digital Product Owner (individual contributor)** to lead… more
- First National Bank of Omaha (IA)
- …+ Build trust with government officials, finance directors, and municipal advisors **Business Development & Production** + Generate new public finance business ... + Prepare and deliver presentations and proposals to municipal clients, municipal advisors and related entities + Negotiate deal terms and pricing with issuers… more
- Nuveen Investments (Frisco, TX)
- …regulations, restructurings, and tax planning. + Coordinate with the external tax advisors on the technical matters. + Assists with US international tax compliance ... 8858, 8990, 8992, etc. and related calculations prepared by third party tax advisors . + Management and review of US international related calculations and forms… more