Financial Services Expert
4 days ago
We are seeking a highly skilled Financial Services Expert to join our team at Jobot. As a key member of our team, you will be responsible for providing personalized financial guidance to individuals and businesses in the San Francisco Bay Area and throughout the country. Your expertise will include tax planning strategies, financial statement analysis, and tax compliance and reporting requirements.
**Key Responsibilities**
Prepare and review complex tax returns for individuals, partnerships, and corporations; Conduct tax research and provide recommendations for tax planning strategies; Assist clients with tax compliance and reporting requirements; Analyze financial statements and identify potential tax savings opportunities; Collaborate with clients to gather necessary financial information for tax preparation; Review and interpret financial reports to ensure accuracy and compliance with tax regulations; Provide guidance and support to junior staff members.
**What We Offer**
Estimated salary $95,000 - $120,000 per year, depending on experience. 2 cash bonus payouts yearly in June and December. Flexible schedule and aggressive growth opportunities.
-
Financial Services Coordinator
6 days ago
San Rafael, California, United States Cornerstone Financial Services Full timeAt Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...
-
Client Service Associate Expert
3 days ago
San Rafael, California, United States Edelman Financial Engines Full timeAbout the Role: As a Client Service Associate, you will play a pivotal role in partnering with our Financial Planners to provide exceptional customer service to our clients. We are seeking an individual with financial services experience to deliver outstanding service by building and maintaining strong client relationships, as well as performing all related...
-
Commission-Based Sales Expert
4 days ago
San Rafael, California, United States Expert Seekers Training Full timeTelecommunications Sales RoleExpert Seekers Training offers a dynamic sales opportunity for highly motivated and results-driven individuals. As a Telecommunications Consultant, you will play a critical role in driving revenue growth and expanding our customer base. This is an excellent opportunity to leverage your sales skills and expertise to build a...
-
Senior Financial Services Specialist
4 days ago
San Rafael, California, United States Jobot Full timeJob OverviewAs a Senior Financial Services Specialist at Jobot, you will be responsible for providing high-quality financial guidance to individuals and businesses. Our expert team offers a range of services, from basic tax management and accounting to complex audits, financial statements, and financial planning.Salary and BenefitsWe offer an estimated...
-
Financial Services Expert
6 days ago
San Francisco, California, United States Disability Solutions Full timeGrow your career with Voya FinancialWe are seeking a highly skilled Financial Services Expert to join our team in the Tax Exempt Market. As a key member of our sales team, you will play a critical role in delivering on-site education for Plan Sponsor Participants and conducting educational seminars/webinars focusing on Plan features and investments.This is...
-
Accounting Expert for Financial Growth
4 weeks ago
San Fernando, California, United States Kelly Services Full timeAt Kelly Services, we're seeking a skilled Staff Accountant to join our dynamic team in San Fernando, CA. As an Accounting Expert for Financial Growth, you'll play a critical role in driving financial success and stability.Salary Range: $28-$34 per hour (Temp-to-Hire)Job DescriptionYou will be responsible for preparing and processing daily AR/AP invoices,...
-
Financial Sales Consultant Expert
2 weeks ago
San Diego, California, United States PNC Financial Services Group Full timeAbout PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving business growth. Our team members are the backbone of our organization, and we strive to create an inclusive and accessible work environment that fosters innovation and success.
-
Financial Client Support Specialist
3 days ago
San Rafael, California, United States Edelman Financial Engines Full timeAbout the Job: We are looking for a highly skilled Financial Client Support Specialist to join our team. In this role, you will be responsible for coordinating client meetings, supervising account activity, preparing and reviewing account paperwork, and verifying accounts are traded into the correct model. If you have a passion for delivering top-notch...
-
Financial Services Growth Expert
4 weeks ago
San Ramon, California, United States Brillio Full timeWe are seeking a Financial Services Growth Expert to help drive revenue growth for our financial services clients in North America.About the OpportunityThis is an exciting opportunity for a experienced business development professional to join our team and leverage their expertise to drive growth.Main ResponsibilitiesDevelop and execute growth strategies for...
-
Regional Financial Expert Advisor
3 weeks ago
San Diego, California, United States Independent Financial Group , LLC Full timeHome Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...
-
Financial Services Representative
1 week ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
-
Accounting and Financial Services Director
4 days ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeResponsibilitiesThe Accounting and Financial Services Director will be responsible for leading the accounting and financial services teams in providing high-quality financial management services to the organization. Key duties include monitoring budget and financial performance metrics, managing financial, management, cost reporting, and analysis; net...
-
Accounting and Financial Services Lead
1 week ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeLeadership OpportunityWe are looking for an experienced Accounting and Financial Services Lead to join our team at Marin City Health and Wellness Center. In this role, you will oversee our financial operations, manage our accounting team, and develop and implement financial strategies to drive business growth.The successful candidate will have a strong...
-
Financial Planning Specialist
4 days ago
San Diego, California, United States Priority Financial Group Full timeAbout the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Priority Financial Group. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters.This is an exciting opportunity to work with a dynamic and forward-thinking organization,...
-
Financial Expert
1 week ago
San Jose, California, United States Cypress HCM Full timeJob OverviewCypress HCM is seeking a highly skilled Financial Expert to join our Global Communications and Marketing team. This full-time, contracted position will support the communications and marketing team by facilitating streamlined processes and communication of all GCM finance activities.
-
Financial Solutions Expert
6 days ago
San Diego, California, United States Disability Solutions Full timeAbout the Position: As a Financial Solutions Expert, you will be responsible for providing expert advice and guidance to clients on financial matters. This includes analyzing financial and cash flow statements to assess and analyze financial conditions of companies and industry trends. You will work closely with product specialists to design and deliver...
-
Financial Services Representative
6 days ago
San Francisco, California, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...
-
Financial Consultant Expert
1 week ago
San Jose, California, United States Infinite Wise Solutions Full timeCompany OverviewInfinite Wise Solutions is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experts is committed to delivering personalized solutions that cater to unique needs.
-
Retail Service Expert
3 days ago
San Rafael, California, United States Big 5 Full timeAbout UsBig 5 is committed to providing our customers with a unique shopping experience through our extensive product selection and expert staff.\Compensation$40,000 - $55,000 per year, depending on location and experience.\Job DutiesEngage with customers to understand their needs and preferences, making personalized recommendations to drive sales.Contribute...
-
Financial Services Coordinator
1 week ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeJob OverviewThe Marin City Health and Wellness Center is seeking a highly motivated Financial Services Coordinator to join our team. This role will provide critical support to the organization's accounting functions, ensuring compliance with contracts and grants.This position offers a competitive salary of $63,000 - $75,000 per year, depending on experience....