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... every client experience. AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors ...

As a Financial Advisor, you will: * Build a client base and develop knowledge of Bankers Life ... financial products and market trends * Develop yourself with our award-winning training and ...

Promote health by advising patients concerning diet, hygiene, and methods for prevention of ... client for an interview.

Maintain meticulous records of all client interactions and transactions Qualifications * Series 82 ... Strong analytical and problem-solving skills Financial Advisor or Insurance Agent TSG Financial ...

TOP 5 Independent Broker Dealer (Financial Advisor Magazine and Investment News) * Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual * Recipient ...

Client Correspondence * Document management * Schedule and confirm meetings * Ensure file organization based on office protocol * Provide ad hoc support around office as needed Qualifications

Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ... investment advisor. Annuity and insurance products offered through Equitable Network, LLC

My client is seeking a senior-level expert to shape complex estate planning and business succession ... Advise on estate and gift tax issues for high-net-worth clients. * Collaborate on business ...

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home ...

Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying ...

As a financial advisor, you will: * Build personalized, holistic financial plans tailored to every client's unique needs * Manage your client's financial plans to help them achieve their goals

... client files are compliant with FINRA and SEC Rules Take control of the Implementation for Firm Element Cont. Education Program Present at the Annual Compliance Meeting and document Advisor Training ...

... strong client relations and cross-sell services within the assigned group of clients • Manage ... business advisor to clients • Other duties as assigned QUALIFICATIONS & SKILLS: • Bachelor ...

Through engaging sales presentations and in-person client visits, you will advise and sell clients marketing solutions that enable them to achieve their goals. You will also grow revenue by ...

Our client, a reputable and growing construction company based in Syosset, NY, is seeking an ... Advise management on general contract law and offer legal recommendations on contract strategy and ...

This role is critical to the success of our client's transition to more effective processes ... with automation. · Advise and approve monthly accruals. · Meet deadlines at month-end and ...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...

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. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emph

Receptionist Accounting FirmExtremely Personable.Answer phones and put together tax returns.Monday - Friday 9am - 5pm some overtime.Position January - April/May - Tax Season.All resumes to mfesinstine@phaxis.PhaxisMindy #Receptionist #Accounting #Taxes.

Youcan become part of an organization that has a strong track recordand is looking to strengthen relationships and capabilities to be atrusted resource for our clients in the public and private sector. LiRoand Hill in the Northeast to create a larger, more efficient, andcost-effective team to ser...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Long Island Mind and Body Medicine is located at 520 Franklin Avenue in Garden City, New York.We are a mental health practice and we are committed to providing compassionate and comprehensive care to our patients.This is an on-site role for an administrative assistant.The responsibilities primari...