Current jobs related to Business Advisor - San Diego - Richtr Financial Studio
-
Client Advisor
3 weeks ago
San Diego, California, United States World Insurance Associates LLC Full timeJob SummaryWe are seeking a highly motivated and experienced Client Advisor to join our team at World Insurance Associates LLC. As a Client Advisor, you will be responsible for identifying and cultivating new business opportunities with commercial clients, leveraging our unique niche and risk management solutions.Key ResponsibilitiesProspect and engage with...
-
Financial Planning Assistant
5 days ago
San Rafael, California, United States Advisor Business Solutions Full timeFinancial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented Financial Planning Intern to join our team. As a Financial Planning Intern, you will gain valuable experience in the financial planning industry and have the opportunity to work with experienced professionals in the field.Key...
-
Advisor Services
4 months ago
San Diego, United States Charles Schwab Full timePosition Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. When you join us as an Advisor Services Associate, you're starting your career with the industry leader in providing...
-
Outside Sales Consultant
2 weeks ago
San Diego, United States Insperity Full timeJob DescriptionJob DescriptionDescription & Requirements Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities...
-
Senior Wealth Advisor
3 days ago
San Diego, California, United States Stealth Recruiting Services Full timeSenior Wealth Advisor OpportunityWe are seeking a highly skilled and ambitious Senior Wealth Advisor to join our multidisciplinary wealth advisory team at Stealth Recruiting Services. As a key member of our team, you will work closely with our Wealth Advisors and Managers in a collaborative and dynamic environment.Key Responsibilities:Develop and maintain a...
-
Tax Advisor
2 weeks ago
San Diego, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-roundBuild...
-
Client Advisor
3 weeks ago
San Diego, United States World Insurance As Full timeDo you love prospecting and selling but do not like "starting over at zero" at the start of the new year? Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual commissions every year. We do not start you over at zero every January 1st. You can continue to enjoy your sales career while...
-
Business Development Consultant
2 days ago
San Diego, California, United States Commonwealth Financial Full timeBusiness Development Consultant Job DescriptionCommonwealth Financial Network is seeking a highly motivated and experienced Business Development Consultant to join our team. As a Business Development Consultant, you will be responsible for building and maintaining relationships with prospective advisors, existing advisors, and centers of influence to drive...
-
Financial Advisor
4 months ago
San Diego, United States International Staff Consulting Full timeAre you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm that prides itself in supporting each member of their team to the fullest extent...
-
Senior Wealth Advisor
4 months ago
San Diego, United States Stealth Recruiting Services Full time120k to 150k Job Description Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical...
-
Business Development Support Advisor
2 weeks ago
San Francisco, California, United States Equitable Advisors Full timeAbout the RoleWe are seeking a highly skilled and motivated Business Development Support Advisor to join our team at Equitable Advisors. As a key member of our organization, you will play a critical role in supporting the growth and development of our business.Key ResponsibilitiesClient Onboarding: Ensure a seamless onboarding experience for new clients,...
-
Client Advisor
3 weeks ago
San Diego, United States World Insurance Associates LLC Full timeDo you love prospecting and selling but do not like "starting over at zero" at the start of the new year? Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual commissions every year. We do not start you over at zero every January 1st. You can continue to enjoy your sales career while...
-
Private Wealth Advisor Director
5 days ago
San Diego, United States Bank of Montreal Full timeApplication Deadline:10/30/2024 Address:4400 MacArthur Blvd. Job Family Group:Wealth Sales & Service. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver a Wealth Advisor, Director, Wealth, Financial Planning, Business Development, Advisor, Banking, Business...
-
Career Development Advisor
3 days ago
San Francisco, California, United States Hult International Business School Full timeJob Title: Career Development AdvisorJoin Hult International Business School as a Career Development Advisor and play a key role in empowering students to achieve their career goals. As a member of our dynamic team, you will work closely with students to develop their skills, knowledge, and networks, helping them to succeed in their chosen...
-
Strategic Business Advisor
1 month ago
San Antonio, Texas, United States Strategic Staffing Solutions Full timeSTRATEGIC STAFFING SOLUTIONS HAS AN OPENINGStrategic Staffing Solutions is currently seeking a Strategic Business Advisor for a contract opportunity with one of our prominent clients.This is a Contract Opportunity with our company that MUST be worked on a W2 ONLY, NO visa sponsorship or C2C eligibility for this position. The details are below.Job Title:...
-
Senior Wealth Advisor
1 day ago
San Diego, California, United States Stealth Recruiting Services Full timeSenior Wealth Advisor OpportunityWe are seeking a highly skilled and ambitious Senior Wealth Advisor to join our multidisciplinary wealth advisory team at Stealth Recruiting Services.Key Responsibilities:Work closely with our Wealth Advisors and Managers in a team-based setting to drive client goals and results.Cultivate new client relationships and nurture...
-
Senior Wealth Advisor
2 months ago
San Diego, United States Care Dynamics, LLC Full timeJob DescriptionJob DescriptionSenior Wealth AdvisorAbout the job We are a recruitment agency, specializing in delivering customized solutions to our diverse portfolio of clients ranging from Healthcare, FinTech, Crypto, and Start-ups. With a focus on innovation and excellence, we are expanding our team and seeking an experienced Senior Wealth Advisor for a...
-
San Diego, California, United States LPL Financial Holdings, Inc. Full timeJob OverviewThe Relationship Management division is accountable for driving advisor satisfaction and retention through strategic initiatives and metrics. As a key member of this team, you will be responsible for developing and executing plans to enhance advisor relationships and drive business growth.ResponsibilitiesDevelop a deep understanding of advisors'...
-
RGS Senior Advisor: Finance
3 weeks ago
San Diego, United States Regional Government Services Full timeRegional Government Services RGS Senior Advisor: Finance Carmel Valley, California Apply Now Would you enjoy working with a team of talented professionals who deliver top-notch finance services to a variety of local governments? Are you a proactive professional in finance, budgeting, and accounting, and eager to collaborate? Are you excited to work with a...
-
Client Advisor
2 weeks ago
San Diego, California, United States VinFast Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Client Advisor to join our team at VinFast. As a Client Advisor, you will be responsible for providing exceptional customer service and guiding clients through the process of becoming VinFast vehicle owners.Key ResponsibilitiesRepresent the values of VinFast with every client interaction by...
Business Advisor
4 months ago
Job Description
Job Description
We are looking for:
A GovCon Cost Accountant or Business Advisor – GovCon as we call the role at Richtr -
has experience with government contract and grant accounting. The role will involve accounting, compliance, and contract management for our clients with GovCon and cost accounting requirements. Working knowledge of relevant GAAP, Federal Acquisition Regulations (FARs) and Cost Accounting Standards (CAS) are important. Success in this role requires a great communicator and collaborator, as you will be working as a team with your colleagues to prepare and present information to clients.
What a typical day might be like:
The position involves a variety of rewarding elements that you will surely appreciate if you are the type of person that enjoys collaborating with clients and our team to address technical cost accounting work with a focus on Government Contracts, Grants, FARs. and CAS requirements. You will be helping business owners pragmatically address their GovCon matters, and collaborate with our team to problem solve and ensure outstanding client experience. You will also have the opportunity to utilize your expertise with GovCon accounting to keep their contracts and grants in compliance and audit ready.
Your typical day may include the following tasks:
Close client books - monthly, quarterly, and annually
Reconciling non-cash accounts
Financial statement preparation and variance analysis
Project management of new client onboarding
Ongoing client and team collaboration
Proactive communication - especially with new clients
Updates of SaaS app transactions, syncs, and exceptions
Supporting equity events and stock grant activities
Ensuring issues are promptly addressed and key matters kept up to date
Ensuring clients are audit ready with their government contracts or government grants (DCAA Audit Ready, FAR, CAS, GAAP compliant, etc.)
Ongoing and proactive client collaboration and communication - especially with new clients
Implementing and addressing project and job costing needs
Budgeting, Forecasting, and Strategic Planning
Some other cool stuff to know:
We are a collaborative and distributed team that readily coordinates through video conferencing.
We are constantly learning and sharing insights and experiences with others on our team - whether we have been with the company for 15+ years or are just starting day one.
We employ a wide variety of integrated SaaS based technologies (Including QBO) while emphasizing both efficient processes.
We are always considering our Client’s Experience (CX) and Outcomes
This job might be for you if:
You have a solid foundation in Government Contract Accounting & Compliance
You have 2+ years of relevant government contract accounting experience
You have expertise with DCAA, DoD, FAR regulations
You are comfortable establishing project and job costing frameworks
Unanet, Deltek, or similar ERP software experience is a plus
You are an excellent communicator and understand that includes being a good listener
You might be a really good fit if:
You are great with technology and can easily navigate the GovCon and SaaS apps ecosystem
You are professional and organized and help others achieve the same
You take good notes when needed and ask questions when something is not clear
You are good at keeping a schedule and have good methods to help you manage priorities and deadlines
You are extremely proficient with Excel
You are detail oriented and proofread things that you write or type to make sure they are accurate
You get things done and you take pride in doing things right
The Pay and the Perks:
We offer competitive salaries, a flexible work environment, and great colleagues Our full benefit package includes health, dental, vision, life AD&D, and long-term & short-term disability coverage. Full-time employees are also eligible for our matching 401(k), PTO, parking/transit pass, pre-tax dependent care FSA, HSA account options, and paid holiday time. Additional perks include regular office breakfasts, lunches, and team outings. Consideration for semi-annual bonuses and regular salary reviews as well as educational expense benefits.
If this all sounds like you:
Please submit your application here Apply. In the cover letter tell us why you think you might be a great fit to join our team.
Richtr Financial Studio is an equal opportunity employer. We value diversity and are committed to creating an inclusive and supportive environment for all employees on our team.
Company Description Who we are:
We are a creative, fun and passionate team of accountants, financial strategists and business advisors. We have locations in beautiful Downtown Boulder, CO right on Pearl Street as well as in sunny San Diego, CA in La Jolla and Downtown. We also have a presence in the San Francisco Bay Area as well as Denver. We help creative businesses, from branding and marketing agencies to innovative tech companies, understand their worth and unleash their potential. We also do a lot of the things you’d expect a traditional CPA firm to do, but we are so much more, we are a financial studio.
Company Description
Who we are:\rWe are a creative, fun and passionate team of accountants, financial strategists and business advisors. We have locations in beautiful Downtown Boulder, CO right on Pearl Street as well as in sunny San Diego, CA in La Jolla and Downtown. We also have a presence in the San Francisco Bay Area as well as Denver.
We help creative businesses, from branding and marketing agencies to innovative tech companies, understand their worth and unleash their potential. We also do a lot of the things you’d expect a traditional CPA firm to do, but we are so much more, we are a financial studio.
#J-18808-Ljbffr