21008
Client Advisor jobs
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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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
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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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Granite Peak Advisors —Remote
Enter daily activity in AgilLink and QuickBooks, including credit card and checking activity. Reconcile checking, credit card, and brokerage accounts.
$50,000 - $75,000 a year
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2h
Yocha Dehe Wintun Nation —Brooks, CA
Must possess a valid driver’s license and maintain a driving record that is satisfactory to the Tribe’s insurance carrier.
From $150,000 a year
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Turnbridge —Killingworth, CT
Assures quality of care by developing and interpreting agency philosophies and standards of care; enforcing adherence to state board of nursing and state nurse…
$105,000 - $125,000 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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TCI Wealth Advisors, Inc. —Tucson, AZ
Series 65 license or can be obtained within the first year of employment. Prepare and present cash flow analysis to prospective and current clients.
$24.04 - $46.63 an hour
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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DGPerry CPAs + Advisors LLC —Dublin, OH
Certified Public Accounting (CPA) license is a plus but not required. Conducts various valuation techniques, including discounted cash flow analysis, guideline…
Estimated: $84K - $106K a year
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Classic Ford - Smithfield —Smithfield, NC
Record them along with current vehicle and client information on the repair order. Write and verify accurate repair orders and include supporting documentation…
$65,000 - $115,000 a year
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7d
Dolce & Gabbana —United States
This position is classified as non-exempt for purposes of the Fair Labor Standards Act, as this employee’s primary duties consist of performing clerical and/or…
Estimated: $52.8K - $66.8K a year
2d
Avanti Destinations, Inc. —Remote
The Director of National and Host Accounts at Avanti Destinations will be responsible for driving the strategic direction and performance of national and host…
$90,000 a year
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17h
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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Travel Incorporated —Duluth, GA
Assume other duties upon request such as client outreach in support of issue resolution, and outbound calls to clients to ensure all open inquiries are handled…
Estimated: $33.6K - $42.5K a year
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Farnam Financial —Remote
Complete relevant onboarding steps and introduce new-to-firm clients to their advisor. *. 401k with 4% employer matching. No sales experience is required.
$75,000 - $120,000 a year
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South Florida Health Insurance Solutions LLC —Fort Lauderdale, FL
*Seek Opportunities*: Use your proactive attitude to identify new clients and grow your portfolio through targeted research and networking.
$60,000 - $150,000 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
Louis Vuitton —Seattle, WA
Leverage clienteling tools to develop long term relationships. By striving to discover your Clients and their every need you will tailor their experience within…
$24 - $25 an hour
2d
PaperClip Finances —Remote
►Professional industry (training and license) with a clear advancement path. W2). No prior certification, experience, or education is necessary.
$50,000 - $250,000 a year
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