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Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Tailor wealth management planning to meet client needs.

Citizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients. Banker you will have the opportunity to work in serv...

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment a...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

OverviewIntuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!What You Get:Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O ins...

Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:o Tax adviceo Full Service Business return preparation and signatureo Product/software inquireso Tax calculationso Filing tax extensionsCreate high quality customer interactions and expe...

Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:o Tax adviceo Full Service Business return preparation and signatureo Product/software inquireso Tax calculationso Filing tax extensionsCreate high quality customer interactions and expe...

As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. Must be willing and available to work a minimum of 20 hours per week. By providing tax advice, full service return preparation, tax calculation...

Proficient with technology; solid knowledge of computer operations and software.

OverviewAt Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World.Being a mission-driven company includes living our values everyday and nothing is more important to us than the success of our customers.You will be worki...

Responsibilities include, but are not limited to: .Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonst...

Sales, Leasing and Financing (80%) * Effectively communicate with buyers, sellers, community team members, loan officers, underwriters, closers, and other involved parties, responding promptly to ...

Excellent financial package includes strong starting salary of $400K+ based on training and experience, comprehensive benefits, fully paid health coverage, occurrence malpractice, 8 weeks of vacation ...

The IT PMO / Finance Analyst is responsible for insuring that all Invoice processing, financial reconciliation and ongoing reporting remains up to date across all SPARC Group brands. This role will ...

Equitable Advisors is a reputable Financial Services firm committed to providing personalized financial solutions and exceptional client service. The candidate will be responsible for providing ...

The Finance and Operations team wears many hats - as analysts, strategists, forecasters, we are the growth engine behind FinTap fun - and we like it that way. Join the Finance and Operations team as ...

Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future ...

They will also work closely with project managers, finance teams, and external stakeholders to ensure financial stability and transparency. Essential Duties and Responsibilities: * Monitor and report ...

Wesley Finance Group is looking for ambitious individuals to join our growing sales team. Work from home, set your schedule, and build a thriving career in the financial services industry with a ...

The Financial Aid Administrator is essential in supporting our mission of providing accessible and affordable education. This role involves managing the day-to-day operations of the financial aid ...

Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future ...

Financial Engineer, Kiwi Consulting Services (Hybrid in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or Remote; EST Preference) The Financial Engineer position is on the ...

Bachelor's Degree in Business Administration, Finance, Computer Information Systems, and/or a related field * Experience working with core business processes for ERP * Working understanding of ITIL ...

Bachelor's degree in finance, business, or a related field. * Proven experience in client relations, account management, or a similar role within the financial services industry. * Strong ...