- Uhy Llp (Portsmouth, NH)
- …and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees ... client relationships and acts as a liaison between internal...maintain strong relationships with clients, acting as a trusted advisor for their tax-related mattersCompliance and Documentation* Review and… more
- UMB Bank (Concord, NH)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- ADP (Salem, NH)
- …types of investments in each retirement plan and be a conduit for advisor and client questions. + Proactively discuss products and services, and plan design ... ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for...and advisors and is the direct service contact for retirement plan services. The Advisor Service Representative… more
- Edward Jones (Windham, NH)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- Nuveen Investments (Hanover, NH)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... our mission of helping our clients find confidence in retirement and who personify our values. Should the following...you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated… more
- Bank of America (Manchester, NH)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Oracle (Concord, NH)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- Oracle (Concord, NH)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- Oracle (Concord, NH)
- …and specialist knowledge in applying the technology/application to client business. Facilitation of customer product/application understanding through presentations ... Develop and manage reference sites through high quality technical, professional client relationships. Disclaimer: **Certain US customer or client -facing roles… more
- ADP (Salem, NH)
- …for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service ... client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters...Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of… more
