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Client Advisor jobs
Raiche and Company CPA's, P.A —Dover, NH
Candidate must be ready to assume an existing book of tax clients and be willing to accept and work with prospective clients on a daily basis.
$85,000 - $130,000 a year
Quick Apply
Benefits Advisor —Colby, KS
Previous experience in benefits administration or a related field preferred. Conduct telemarketing activities to reach potential clients and promote our…
$59,899 - $66,296 a year
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Atherton & Associates, LLP —Modesto, CA
CPA license in the State of California. Manages production of quality deliverables on time, in scope and within budget. Master’s degree is a plus.
$105,000 - $140,000 a year
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Ross Buehler Falk & Company, LLP —Denver, PA
Coordinate tax activities and develop connections with the client at the strategic level. Mentor and develop team members. Paid vacation and personal time off.
$90,000 - $110,000 a year
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Steward Partners Global Advisory LLC —Keene, NH
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
$40,000 - $50,000 a year
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PMC Medical Group —Merrimack, NH
Execute or oversee the execution and maintenance of client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and…
$125,000 - $200,000 a year
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AAA Club Alliance —Remote
Process payments and manage reservations efficiently. Previous experience in hospitality, customer service, hotel, or travel-related roles preferred.
Estimated: $34.7K - $44K a year
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LFN Advisors Inc. —Muskegon, MI
Active State-Specific Life & Health Insurance license *(Required)*. Call on clients to deliver and explain policies, strategies and suggest additions or changes…
$24,000 a year
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Kristi Lynn Travel —Remote
Background in hospitality or hotel management is a plus. Make reservations for flights, hotels, car rentals, and other travel services.
Estimated: $35.2K - $44.6K a year
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2d
Winninger Investments —Cody, WY
\*Must have 5 years work experience in ANY field with references*. Pay: $80,000 - $90,000 per year depending on qualifications and experience in the field …
$80,000 - $90,000 a year
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Blissful Travel Escapes LLC —Remote
Able to work comfortably in a commission-based field. Our commitment and purpose is to be a first-class provider of enriching and exceptional travel experiences…
Estimated: $51.9K - $65.7K a year
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1d
Louis Vuitton —Charleston, SC
In order to be successful in this role you must be someone who has experience working in a luxury or client-centric retail environment or has a strong history…
Estimated: $37.6K - $47.6K a year
2d
Raymond James Financial, Inc. —Key West, FL
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Estimated: $35.8K - $45.4K a year
Crosslin, PLLC —Lexington, KY
Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work. MBA/Masters in Accountancy is a plus.
Up to $130,000 a year
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Travel Away Corporation —Remote
Make reservations for flights, hotels, car rentals, tours, and other travel services. Handle any issues or changes related to travel arrangements promptly and…
$43,725 - $50,217 a year
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3d
My Advisor Team —Remote
This position if for someone who requires very little oversight, has the ability to work through issues and develop solutions. Job Types: Full-time, Part-time.
$20 an hour
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21h
Northwestern Mutual —Rochester, MN
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. The ability to positively impact someone else’s life.
$65,000 - $106,000 a year
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Confidential - Wealth Management Firm —Grand Rapids, MI
Oversee client tax compliance, planning and consulting projects by researching federal and state regulations. EA or CPA designation required.
Estimated: $90.9K - $115K a year
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6d
The Sunny Travelers Travel Agency —Remote
This is an independent contractor position. Build and grow your own book of clients (training provided). Offer travel advice and information to clients via…
$39,228.70 - $47,243.17 a year
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14d
SeniorLeads —Remote
We seek mature candidates looking specifically for permanent part-time work. This position requires that you have prior PHONE SALES experience.
$45 an hour
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1h
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