Job Type
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Financial service advisor senior Jobs

3,535 Jobs

  • 4.3
    Independent Capital Management – Newport Beach, CA
    EASY APPLY
    8 days ago 8d
    Independent Advisor, our financial professionals leverage our open architecture to assist clients with ALL their financial goals: Estate… Independent Capital Management, Inc. is looking for experienced financialadvisors with solid interpersonal skills for our growing Newport…
  • 4.2
    Wallet Hub – Baltimore, MD
    EASY APPLY
    $62k-$126k(Glassdoor est.)
    NEW
    artificial intelligence to build the brain of a smart financialadvisor, whose services we’re offering to everyone for free. The… prestigious awards including last year's Gold Stevie for best financial services website from the American Business Awards and a gold…
  • 3.3
    Hancock and Whitney Bank – Harvey, LA
    9 days ago 9d
    Job Description - FinancialAdvisor (17001385) Job Description FinancialAdvisor - (17001385) Essential Duties And Responsibilities… regulations. Other duties and special projects as assigned by Senior Management. Incumbent is required to comply with all applicable…
  • 4.3
    Pima Medical Institute – Albuquerque, NM
    $29k-$40k(Glassdoor est.)
    6 days ago 6d
    regarding curriculum changes, and soliciting suggestions from Advisors, particularly as new approaches may influence readiness for… sites. Conduct pre-externship orientation workshops with all seniors immediately prior to commencement of externship. Conduct…
  • 3.0
    Advisor Group – Oakdale, MN
    $52k-$78k(Glassdoor est.)
    12 days ago 12d
    and opportunities. The SeniorFinancial Analyst is primarily responsible for supporting Advisor Group’s Corporate Finance function… Advisor Group Careers Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to…
  • 2.9
    Equity Trust Company – Denver, CO
    EASY APPLY
    Today 10hr
    Minimum 3 years of experience in financial services and/or customer service Investment Advisor knowledge and/or experience desired… back-up support to other RMs, Senior RMs, and team members Schedules and maintains billing for advisor management fees, EAS/ETC…
  • 5.0
    DK Partners, PC – Austin, TX
    $61k-$77k(Glassdoor est.)
    NEW
    with the status quo Understands the role of being a trusted advisor Highly organized and able to prioritize tasks, work on multiple… We're looking for a talented Tax Senior Associate (3-5 years of experience) to join our rapidly growing CPA firm in Austin Texas…
  • 3.9
    Wolf & Company, PC – Boston, MA
    14 days ago 14d
    professionals include financial institutions, manufacturing, food processing, investment advisors, professional service firms, software… Department. Some responsibilities of our Commercial Tax Senior include: Responsible for performing corporate tax planning…
  • 3.6
    Horne LLP – Memphis, TN
    18 days ago 18d
    accounting and consulting Firm. Learns through Performance Advisor or direct Supervisor proper delegation and management of workload… his/her field after first year of employment with Performance Advisor approval prior to joining. Participates in Full Potential…
  • 4.2
    Hutchinson and Bloodgood – Glendale, CA
    6 days ago 6d
    audit and accounting. As a Senior Accountant you will: • Examine, reconcile and analyze financial information such as balance… and Distribution, Professional service firms and Benefit Plans • Summarize complex financial information into useful, understandable…
  • 4.2
    Extra Space – Salt Lake City, UT
    $44k-$60k(Glassdoor est.)
    6 days ago 6d
    closely with other members of the Financial Tax team and outside tax professionals and advisors ensuring accuracy, compliance and… tax planning and advice Work with outside tax preparers, advisors, and reviewers to ensure accuracy, timeliness, and completeness…
  • 3.8
    Ciena – Hanover, MD
    NEW
    Regularly review, optimize and augment the portfolio based on financial results, customer feedback, industry trends, etc.… customer focused leader with integrity. Breadth of technology, financial and business acumen. Superb business judgment and ability…
  • 4.0
    Freedom Financial Network – Tempe, AZ
    $75k-$112k(Glassdoor est.)
    16 days ago 16d
    OPPORTUNITY The Director of Financial Enterprise Systems will be a trusted business advisor responsible for leading the identification… Closing Financial Reporting Budgeting Planning & Forecasting Order to Collections Consumer Loan Funding & Servicing Procurement…
  • 3.4
    Buffett Senior Healthcare – Columbus, OH
    NEW
    salesperson, coverage, insurance, financialadvisor, financial planner, financial counselor, financial analyst, portfolio, finance,… insurance agent; life insurance; senior health; senior healthcare; senior sales; senior market sales; senior insurance; mega life; megalife…
  • 3.4
    Buffett Senior Healthcare – Athens, GA
    NEW
    salesperson, coverage, insurance, financialadvisor, financial planner, financial counselor, financial analyst, portfolio, finance,… insurance agent; life insurance; senior health; senior healthcare; senior sales; senior market sales; senior insurance; mega life; megalife…
  • 5.0
    SterlingFreeman – Irvine, CA
    EASY APPLY
    $58k-$77k(Glassdoor est.)
    20 days ago 20d
    deadlines and budgets Perform complex financial analysis Soft skills for this Senior Tax Accountant opportunity: Integrity… obtain necessary information for financials and tax return completion. Communicate client service improvement and business growth…
  • 4.6
    Wealthfront – Redwood City, CA
    $221k-$266k(Glassdoor est.)
    HOT
    0.25% - a fraction of what financialadvisors charge. Wealthfront's strategy is to take high end financial services that are reserved… Wealthfront Wealthfront is the only robo-advisor to offer both investment management and financial planning exclusively through software…
  • 3.4
    Texas Dow Employees Credit Union – Fort Worth, TX
    Today 7hr
    , valued and appreciated by serving as a trusted advisor relating to financial opportunities. WHY THIS ROLE EXISTS – Demands… member service, financial services or similar preferred. Level 2: 1 year work experience in member service, financial services…
  • 4.3
    RoundPoint Mortgage Servicing Corporation – Charlotte, NC
    NEW
    Position Overview As with all financial institutions, RoundPoint Mortgage Servicing (RoundPoint) is heavily regulated by… engagements, Tracks audit and exam findings Acts as trusted advisor with management during audit Ensures audits are performed…
  • 4.0
    1-800 Accountant – New York, NY
    EASY APPLY
    NEW
    tax returns (1120,1120s,1065) and associated schedules and financial statements Participation in preparing personal and business… business practices and ability to demonstrate business and financial acumen Ability to coach, train and assist in mentoring less…
  • 5.0
    SterlingFreeman – San Jose, CA
    $108k-$147k(Glassdoor est.)
    22 days ago 22d
    serve as trusted advisors for our sophisticated clientele. We have a reputation of delivering quality service to diverse clients… high-quality, high-touch service – and we’re growing! Senior Tax Manager Responsibilities include: Lead and supervise…
  • 4.3
    Clayton & McKervey P.C. – Southfield, MI
    9 days ago 9d
    Assertively educate clients on financial and US business practices by becoming a trusted business advisor Technical (30%) Confidently… high standards for quality and meeting deadlines? If so, our Senior Accountant – Audit opportunity may be for you. Clayton &…
  • 3.5
    Fusion92 – Chicago, IL
    EASY APPLY
    NEW
    agreement and action. Ability to contribute during senior client meetings Account Service: Upholds our EVP, projects optimism in the… act as an advisor for internal and external clients. KEY RESPONSIBILITIES: Acts as primary client advisor for strategic…
  • 3.2
    CoBank – Sacramento, CA
    5 days ago 5d
    in becoming a trusted advisor to executive level management and board leaders through top notch service and broad industry knowledge… At CoBank, the Relationship Manager/Senior Relationship Manager – Leasing manages assigned origination sources within a designated…
  • 3.6
    Horne LLP – Ridgeland, MS
    16 days ago 16d
    problems, resolutions, financial information, tax activity and other business concerns to Managers, Senior Managers, or Partners… accounting and consulting Firm. Learns through Performance Advisor or direct Supervisor proper delegation and management of workload…
  • 3.7
    Frazier & Deeter – Atlanta, GA
    EASY APPLY
    $92k-$119k(Glassdoor est.)
    6 days ago 6d
    improvement and process improvement and serve as a business advisor to client. Understand and manage firm risk on audits and proposals… controls and accounting procedures by identifying financial and non-financial performance measures, formulating and communicating…
  • 1.9
    Protivix – Frisco, TX
    EASY APPLY
    28 days ago 28d
    Job Title: Senior Solutions Advisor Summary: Provides sales, client service and professional account management to multiple… satisfaction for all customers serviced, ensure job and plan completion and meet or exceed financial goals. Your Duties and…
  • 3.6
    eMoney Advisor – Radnor, PA
    $86k-$124k(Glassdoor est.)
    8 days ago 8d
    performance (preferably in the financial advisory space) Extensive knowledge of the financial services industry and software… opportunities are identified, and accepted for funding by the senior leadership team, you will manage the product through the entire…
  • 3.9
    CDW – Chicago, IL
    $80k-$116k(Glassdoor est.)
    19 days ago 19d
    Management of the teams they support and seen as a trusted advisor to grow business. The Sr. Inside Solution Architect-Unified… Regularly engages with key customers to build and nurture a trusted advisor relationship. Develops a strategy collaboratively with the…
  • 3.4
    Information Services Group – Tampa, FL
    $127k-$186k(Glassdoor est.)
    NEW
    responsible for delivery of ISG Services and acting as a senioradvisor to Client, providing proactive and responsive guidance regarding… conditions, service levels, and pricing provisions of the ITSA between Client and Service Provider. The Senior Services Manager…
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