- City of Norfolk, Virginia (Norfolk, VA)
- …residential real estate. The incumbent will appraise properties, coordinating the tax abatement program, perform sales validations, and complete taxpayer reviews. ... institutional, and income-producing properties, including land and improvements, for tax assessment purpose. The incumbent will visit properties to collect,… more
- Truist (Nashville, TN)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for the financial advisor , the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software tools to provide modeling ... ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management;… more
- The County of Los Angeles (Los Angeles, CA)
- …in the nation. + Flexible Benefit Plans - Benefits may be purchased using tax -free County contribution of an additional 14.5%-17% of the employee's monthly salary. + ... Robust Retirement Packages - Contributory-defined benefit plans; optional tax -deferred income plans that may include a County matching contribution up to 4% of… more
- Lane County (OR)
- …+ Benefits + Questions DESCRIPTION * This position is eligible for a $2,500 (pre- tax ) recruitment compensation sign on at the time of appointment * * An additional ... + NPI + Transcripts + Diploma + CV or Resume + Oregon Driver's License Note: + Offers of employment are contingent upon consenting to and successfully passing… more
- Vanguard (Scottsdale, AZ)
- …and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor , ... clients with planning and strategy in the areas of income tax , advanced estate planning, and financial planning. Core Responsibilities 1. Provide… more
- Medtronic (Fridley, MN)
- …liaison with auditors and regulatory bodies, and serve as a trusted advisor to executive leadership on complex technical accounting matters. The successful Senior ... They will be a proactive problem-solver, a collaborative leader, and a trusted advisor to executive management and the Board of Directors. At Medtronic, we bring… more
- Access Dubuque (Dubuque, IA)
- …development meetings + Get licensed with your Life, Accident, and Health insurance license + Build life skills that create future career opportunities As a ... opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. **Are you a fit for...such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance… more
- JPMorgan Chase (Jersey City, NJ)
- …our client's financial health and achieve peace of mind by offering tax -advantaged asset growth, guaranteed income, and financial security for their families and ... with external carrier partners to drive annuity events and advisor calls in the promotion of annuity distribution. +...and drive towards results + Life and Health Insurance license , willingness to take exams within the required timeframe… more