Financial Advisor

Job DescriptionThe Transitional Financial Advisor (TFA) role is a three-year program with a draw, designed for financial advisors or planners who will be selling investment management solutions and providing financial planning guidance. As a TFA, you will leverage your experience to service the unique and complex needs of clients in the Mass Affluent (MA)...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax and financial...

About 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 and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...

Job Title: Wealth Management AdvisorAt Teachers Insurance and Annuity Association - TIAA, we are seeking a skilled Wealth Management Advisor to join our team.Key Responsibilities:Partner with high net worth individuals and families to understand their financial goals and objectives.Analyze clients' financial landscapes to identify areas for improvement and...

{"h1": "Internal Wholesaler", "p": "Constitution Capital Partners is a leading alternative asset manager focused on private equity and private credit. We are seeking a highly motivated and goal-oriented individual to support our external sales team as an Internal Wholesaler. Responsibilities: * Develop and execute sales strategies within assigned...

Job SummaryWe are seeking a highly skilled Treasury Analyst to join our team at Avance Consulting. The successful candidate will be responsible for performing various cash, disbursement, and cash accounting activities within the Corporate Treasury function.Key ResponsibilitiesExecute and initiate wire transfers, ACHs, and other funding necessary to balance...

Job Title: Treasury AnalystJob SummaryWe are seeking a highly skilled Treasury Analyst to join our team at West Coast Logistics. As a key member of our Corporate Treasury function, you will be responsible for performing various cash, disbursement, and cash accounting activities.Key ResponsibilitiesExecute and approve wire transfers, ACHs, and other funding...

About Block AdvisorsAt Block Advisors, we're dedicated to providing expert tax and business services to individuals and small businesses. Our team of professionals is committed to delivering personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe're seeking a highly skilled Tax Advisor to join our team. As a Tax...

Treasury Analyst Job DescriptionRussell Tobin & Associates is seeking a highly skilled Treasury Analyst to join our team. As a key member of our finance department, you will be responsible for executing and approving wire transfers, ACHs, and other funding necessary to balance our daily cash position.Key Responsibilities:Execute and approve wire transfers,...

About Block AdvisorsAt Block Advisors, we're dedicated to providing exceptional tax and business services to individuals and small businesses. Our team of experts is committed to helping our clients achieve their financial goals and navigate the complexities of tax law.Job SummaryWe're seeking a highly skilled Tax Advisor to join our team at Block Advisors....

About 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 and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients...

OverviewAs a Private Client Group Client Executive, you will play a key role in driving new revenue opportunities and contributing to the growth of our Fred C. Church team in Andover, MA. This position will work closely with management to define and implement the overall sales and marketing strategy of the department, focusing on high net worth clientele.Key...

OverviewAs a Private Client Group Client Executive, you will play a key role in driving new revenue opportunities and contributing to the growth of our Fred C. Church team in Andover, MA. This position will work closely with management to define and implement the overall sales and marketing strategy of the department, focusing on high net worth clientele.Key...

About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will play a critical role in driving new revenue opportunities and working closely with management to define and implement the overall sales and marketing strategy of this department.Key...

About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will be responsible for driving new sales and revenue growth, while building strong relationships with high net worth clients and referral sources.Key ResponsibilitiesDevelop and execute sales...

About the RoleWe are seeking a highly skilled Trust & Estates Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for managing a diverse portfolio of Trust & Estate cases, providing comprehensive legal counsel on all aspects of trust and estate law, and developing and implementing effective estate plans for...

About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will be responsible for driving new sales and revenue growth, while building strong relationships with high net worth clients and referral sources.Key ResponsibilitiesDevelop and execute sales...

Prominent legal firm seeks a skilled Trust & Estates Attorney to enhance their practiceSalary: $115,000 - $150,000 per yearAbout the Firm:This established firm is dedicated to providing exceptional legal services in the realm of residential real estate, serving a diverse clientele that includes lenders, buyers, and sellers across various transactions. The...

Prominent legal firm seeks a skilled Trust & Estates Attorney to enhance their practiceSalary: $115,000 - $150,000 per yearAbout the Firm:This firm specializes in residential real estate, providing representation for lenders, buyers, and sellers in numerous transactions across multiple states. The firm's affiliate has expanded its reach to handle...

Prominent legal firm seeks a skilled Trust & Estates Attorney to enhance their practiceSalary: $115,000 - $150,000 per yearAbout the Firm:This esteemed firm specializes in residential real estate, providing legal representation for lenders, buyers, and sellers in numerous transactions. Their affiliate has expanded its reach to handle transactions...