Tax Specialist with Financial Planning Expertise

Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.Magellan Financial & Insurance Services, Inc., a prominent leader in financial planning and wealth management, is dedicated to guiding clients through every step of their financial journey. Our personalized, client-centric approach ensures that each client receives...

At Skylight Financial Group, we're dedicated to providing exceptional financial support and guidance to our clients. As a Financial Planning Specialist, you'll play a crucial role in helping individuals and families achieve their long-term financial goals.Our comprehensive benefits package includes medical, 401k, and pension, ensuring our associates have the...

As a Financial Planning Specialist at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support of Senior Financial Professionals and our internal staff and resources.MUST BE LOCATED IN CALIFORNIA Our team of independent financial professionals is dedicated to helping people...

**Job Summary**Hudson River Career Resources, LLC is seeking a skilled Financial Planning Specialist to join our team. As a key member of our firm, you will work closely with current and prospective clients to provide personalized financial planning, wealth management, and portfolio consulting services.**Key Responsibilities**Develop and manage client...

Job SummaryOur boutique wealth management firm is seeking a Financial Planner to join their team. This role is a client-facing position where you will engage with clients about their financial plans, goals, and taxes.RequirementsBachelor's degree in Business or Finance is required.CFP or ChFC certification is highly desired.Florida Insurance license in Life,...

Unlock Your Earning PotentialAs a Financial Planning Specialist at Northwestern Mutual, you will help clients achieve their financial goals through our personalized approach to financial planning. With our industry-leading training and mentorship, you will acquire the skills and knowledge needed to succeed in this career.Our award-winning training program...

Webster, TX - Salary 65-70k (NASA - must be a US Citizen)Job BriefAt Scuttlebutt Services, LLC, we are seeking a skilled Financial Planning Specialist to join our team at the NASA Johnson Space Center. As a key member of our finance team, you will be responsible for developing, interpreting, and implementing financial and accounting statements and concepts....

Job OverviewConfluence Financial Partners is seeking a highly motivated individual to fill the role of a Wealth Manager. The ideal candidate will be responsible for working with clients to implement financial plans and manage their investment portfolios. A regular workday would be characterized by client meetings, making connections with centers of...

SNI Financial is partnering with a leading corporation to fill a Senior Financial Analyst position in their growing team.This opportunity offers a flexible hybrid work schedule, a comprehensive benefits package, and a generous PTO policy.As a Senior Financial Analyst, you will provide critical support for the financial planning cycle and assist management in...

Financial Planning Specialist**About the Role**We are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Northwestern Mutual. As a Financial Planning Specialist, you will play a critical role in helping clients achieve their financial goals by developing and implementing comprehensive financial plans.**Key...

Job Description:BluePoint Financial LLC is a rapidly growing financial services firm seeking a Financial Planning and Investments Professional to support our team. This role involves assisting in the service of our growing client base, providing operational support to the Financial Advisor and Director of Investments, and assisting clients with financial...

Fortis Lux Financial is seeking a highly motivated and experienced Certified Financial Planner to join our team. As a key member of our wealth management team, you will work closely with our top-producing team to provide comprehensive financial planning services to our clients.Key ResponsibilitiesConduct thorough financial assessments for clients, analyzing...

About Cetera Financial GroupCetera Financial Group is a nationwide network of independent financial services firms that seeks motivated individuals to join as Financial Advisors in-training. Our top-notch training program includes:Competitive activity-based subsidy and performance-based bonuses.Mentorship and comprehensive on-the-job training.A supportive...

About the RolePeters Financial is seeking a highly motivated and detail-oriented Associate Financial Planner to join our team in Mobile, AL. As an Associate Financial Planner, you will work closely with Financial Advisors to develop and maintain financial plans, provide investment analysis and advice, and collaborate with cross-functional teams to deliver...

About Us:Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and...

Company OverviewBaystate Financial is a leading financial services firm with a rich history dating back to 1901. Headquartered in Boston, MA, we have 16 office locations throughout New England, providing a wide range of financial solutions to our clients.Role SummaryThis is a full-time hybrid role for a Senior Financial Advisor at our Bedford, NH location....

Financial Planning Support SpecialistAt Blue Ocean Wealth Solutions, LLC, we strive to deliver exceptional financial planning services to our clients. As a Financial Planning Support Specialist, you will play a crucial role in ensuring seamless communication between our Financial Advisors, the Director of Financial Planning, and the Home Office. Your primary...

About the Role:We are seeking a Senior Financial Planning Specialist to join our team at Robert Half Recruiting. The ideal candidate will have a minimum of 4-5 years of financial services experience and a Bachelor's degree in finance or economics.Key Responsibilities:Meet with clients to discuss market trends, review portfolios, and gather information for...

Financial Planning and Analysis RoleBrembo North America is seeking a skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance team, you will be responsible for preparing and analyzing monthly, quarterly, and annual financial statements for different business units and cost centers within the US.Key...

Job SummaryWe are seeking a highly motivated and detail-oriented Licensed Financial Planning Associate to join our team at Clark Financial. As a key member of our team, you will be responsible for assisting clients with annuities, life, long-term care, and managed money, while developing and managing strong client relationships.Key ResponsibilitiesAssist...