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Senior Associate - Financial Advisor Services Jobs

1,064 Jobs

  • 4.6
    1-800 Accountant – New York, NY
    EASY APPLY
    NEW
    and business tax returns (1120,1120s,1065) and associated schedules and financial statements Participation in preparing personal… business practices and ability to demonstrate business and financial acumen Ability to coach, train and assist in mentoring less…
  • 3.6
    Horne LLP – Memphis, TN
    20 days ago 20d
    Summary: SeniorAssociates perform most work assigned with minimal assistance. They often lead one or more Associates, instruct… review the work done, and direct necessary revisions. SeniorAssociates are required to make decisions on all but the most unusual…
  • 2.9
    Fieldpoint Private Bank & Trust – Greenwich, CT
    EASY APPLY
    HOT
    service and consistently flawless execution. Position Title: Senior Credit Officer Reports to: CCO Job Description: This position… applications. 2. Interact with Advisors and client’s chief financial officer, chief executive officer, controller, attorney and…
  • 4.2
    MorganFranklin Consulting – San Francisco, CA
    EASY APPLY
    $119k-$177k(Glassdoor est.)
    13 days ago 13d
    professional standards. Establish credibility as a trusted advisor. Service Offerings Identify, design and implement creative… exceptional professionals that are excited to work directly with our senior leadership team to build our West Coast presence from the ground…
  • 3.8
    HA&W | Aprio – Atlanta, GA
    $51k-$60k(Glassdoor est.)
    HOT
    their opportunities. Aprio has a career opportunity for a SeniorAssociate to join their dynamic team. Submerge yourself with creative… compiling financial statements into a written report to be presented Effectively communicating the accuracy of financial statements…
  • 3.8
    Rehmann – Traverse City, MI
    $53k-$67k(Glassdoor est.)
    9 days ago 9d
    appreciation to our associates. We are seeking a talented assurance professionals to join our team. The Senior Auditor will be… THE Firm of Choice for clients and associates. Rehmann is a fully-integrated financial services firm of CPAs & Consultants,…
  • 3.6
    Horne LLP – Baton Rouge, LA
    $78k-$97k(Glassdoor est.)
    22 days ago 22d
    Associates, instruct them in work to be performed, review the work done, and direct necessary revisions. SeniorAssociates are… The Tax SeniorAssociate – Construction will perform most work assigned with minimal assistance. They often lead one or more Associates…
  • 3.9
    Wolf & Company, P.C. – Boston, MA
    17 days ago 17d
    subsidiaries. Responsibilities of our Regulatory Compliance Senior include: Monitoring and reporting Bank compliance with… Writes formal audit reports directed toward those audited, Senior Management, and the Audit Committee Conducts appropriate…
  • 3.6
    D.A. Davidson Companies – Spokane, WA
    15 days ago 15d
    as a member of an established FA team with at least one seniorFinancial Advisor. In addition to the hands-on learning and… confidence in clients and associates by expertly identifying opportunities to help clients achieve their financial goals. At the…
  • 3.5
    Wells Fargo – Lafayette, LA
    NEW
    to serve as an apprentice to a SeniorFinancial Advisor while providing clients with financial advice consistent with client goals… Description The AssociateFinancial Advisor (AFA) participates in the Wells Fargo Advisors financial advisor training program…
  • 3.6
    Horne LLP – Memphis, TN
    20 days ago 20d
    problems, resolutions, financial information, tax activity and other business concerns to Managers, Senior Managers, or Partners… projects and special assignments, can review working papers and financial statements, and can communicate with clients on a one-on-one…
  • 3.7
    BKD – Dallas, TX
    $46k-$62k(Glassdoor est.)
    NEW
    enhancing financial opportunities and mitigating risk associated with mergers and acquisitions. Analyze financial and operational… private equity groups and corporations, BKD’s team helps execute financial due diligence. Our team works to understand profit drivers…
  • StaffRight Associates – Shelton, CT
    NEW
    CANDIDATE DETAILS 5+ to 7 years experience Seniority Level - Mid-Senior Management Experience Required - No Minimum Education… Job Description Financial Advisor - Credit Union Local Candidates Only to the Territory Locations >>> Shelton, CT & Watertown…
  • 3.6
    CliftonLarsonAllen – Minneapolis, MN
    10 days ago 10d
    to be reviewed by senior accountant, accounting manager, controller, or CFO. Prepare non-complex financial statements to be… be reviewed by senior accountant, accounting manager, controller, or CFO. Requirements Minimum Requirements:…
  • 4.3
    Forrester – Nashville, TN
    HOT
    term relationships. Develop relationships quickly and sell to senior management (C-level, VP, and Director) at core prospect accounts… Relevant transferable industry experience, such as in technology, financial services, business services, manufacturing, professional services…
  • 3.5
    First Citizens Bank – Asheville, NC
    5 days ago 5d
    SeniorFinancial Advisor (Asheville) Use your LinkedIn Profile to help you apply faster! Apply with LinkedIn Job… Now Add to Job Cart Position Description SeniorFinancial Advisors present and sell non-traditional (non-FDIC insured…
  • 3.8
    Rehmann – Troy, MI
    $82k-$113k(Glassdoor est.)
    16 days ago 16d
    flexibility and appreciation to our associates. We are seeking a dynamic Tax Manager or Senior Tax Manager for our Specialty Tax… lower-level associates with resolution of issues Directs and monitors the work of associates Trains associates on technical…
  • 3.4
    Dimensional Fund Advisors – Charlotte, NC
    8 days ago 8d
    from a computer. Job Description: The Associate will support senior staff in business development and retention activities… investment related webinars to Advisor clients Answering the Financial Advisor hotline and providing answers and solutions to ad…
  • 3.9
    Capital One – Melville, NY
    NEW
    encouraging our associates to think independently in a collaborative setting and to present creative ideas to senior management. Its… investments. As a Capital One Investing Financial Advisor, youll partner with our banking associates to assist our existing customers…
  • 3.4
    Freddie Mac – McLean, VA
    11 days ago 11d
    Strong oral and written communication skills 5-7 years of financial services related work experience is required College degree… Responsibilities Include: Assess efficacy of and risks associated with existing and proposed policy changes Recommend and…
  • 4.2
    Eaton Vance – Boston, MA
    $52k-$76k(Glassdoor est.)
    Today 9hr
    characteristics on custodial and EVIC systems. Work closely with the Senior Trust Administrator to service complicated trust relationships… company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous…
  • 3.7
    ATS – San Diego, CA
    9 days ago 9d
    RESPONSIBILITIES: The AssociateFinancial Advisor’s primary responsibility is to support and work along side the Lead (Senior) Advisor so… Advisor on a quarterly to annual basis to review the client’s financial position and work with the Lead Advisor to determine if the…
  • 3.5
    UMass Memorial Medical Group – Worcester, MA
    NEW
    membership in national association for department specialty. Participates in regional yearly national association conferences for networking… capacity. Must possess knowledge of Healthcare delivery systems, financial planning and forecasts of Healthcare operations, generally…
  • 4.4
    BBVA Provincial – Dallas, TX
    $33k-$65k(Glassdoor est.)
    NEW
    preferred for Senior FSA and required for Senior FSA II. Meet credit history and criminal background requirements associated with the… for Senior FSA and three years required for Senior FSA II.) Life and Health insurance required for Senior FSA and Senior FSA…
  • 4.4
    BBVA Provincial – Odessa, TX
    $36k-$71k(Glassdoor est.)
    NEW
    preferred for Senior FSA and required for Senior FSA II. Meet credit history and criminal background requirements associated with the… for Senior FSA and three years required for Senior FSA II.) Life and Health insurance required for Senior FSA and Senior FSA…
  • 3.9
    Capital One – Thibodaux, LA
    Today 10hr
    encouraging our associates to think independently in a collaborative setting and to present creative ideas to senior management. Its… Capital One Investing Financial Advisor, youll partner with our banking associates to assist our existing customers as well as…
  • 3.6
    Capella University – Minneapolis, MN
    $27k-$39k(Glassdoor est.)
    NEW
    seeking an AssociateFinancial Aid Advisorto provide financial aid support to our learners within the Office of Financial Aid. This… and other financial aid related software and internet applications Understanding of federal regulations associated with financial…
  • 3.4
    Trilogy Financial Services, Inc. – Murrieta, CA
    9 days ago 9d
    ROLE AND RESPONSIBILITIES The FinancialAssociate (F1) position in our Corona Office is ideal for career-minded college graduates… competency and work ethic of the Associate. The position will teach a person new to the business of financial planning all of the key areas…
  • 3.4
    Freddie Mac – McLean, VA
    25 days ago 25d
    and other sophisticated financial structures. The associate tax counsel will work directly with senior business unit personnel… with 10+ years of tax experience in capital markets within a financial services organization, law firm and / or Big 4 Accounting…
  • 3.5
    PlanMember Securities – Portland, OR
    25 days ago 25d
    with a senior advisor to assist with their book! Job Requirements: 2 + years of experience working as a Financial Advisor… exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor…
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