- TD Bank (Greenville, SC)
- …of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax ... planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work...skills + Action oriented + Strong analytical skills + Sales skills + Possesses business Acumen, has line of… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... gift tax (709) and foundation (990) returns, along with payroll, sales tax , and foreign asset reporting. + Respond to client inquiries related to retirement… more
- Hendrick Automotive Company (Austin, TX)
- …+ Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork ... Texas 78745 Audi South Austin is currently seeking a Sales Advisors who will assist customers in their car...need great people to add to our teams! Our Sales Advisors earn a base salary plus commission that… more
- ADP (New York, NY)
- ADP is hiring a ** Sales Representative for R&D Tax Credits.** + _As a sales professional, are you ready to help businesses capture significant financial ... units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...of successfully selling into the business community, preferably in Tax Credit sales + 30-40% travel; in-person… more
- Citizens (West Hartford, CT)
- …information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible ... market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales... Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will… more
- Edward Jones (Federal Way, WA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Regions Bank (Atlanta, GA)
- …participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… 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
- Bank of America (Palo Alto, CA)
- Wealth Strategies Advisor Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services...as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling,… more
- Access Dubuque (Dubuque, IA)
- …tax implications in an atmosphere of full disclosure, competent advice and absence of sales pressure or tax advice. + Recognize client /member needs and cross ... Financial Advisor **Dupaco Community Credit Union** 1 Positions ID:...to determine client/member's assets, liabilities, cash flow, insurance coverage, tax status and financial objectives. + Analyze client/member's financial… more
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