Financial Services Consultant
1 week ago
We're seeking a seasoned Financial Services Consultant to join our team at Intuit. As a critical member of our organization, you will contribute to the success of our customers by providing top-notch tax preparation and advisory services. Your primary responsibilities will include managing complex business tax returns for partnerships and S corporations, while staying up-to-date on federal and state tax laws and regulations. Additionally, you will have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business. If you possess a strong understanding of financial services and excellent communication skills, we encourage you to apply for this exciting role. Our ideal candidate will have a minimum of 2 seasons of personal tax preparation experience, with a focus on bookkeeping and tax preparation. The successful candidate will be responsible for delivering high-quality customer interactions, resolving tax-related issues, and meeting company performance metrics. We offer a competitive salary of $85,000 - $115,000 per year, based on experience. In addition to your compensation, you'll also have access to ongoing training and professional development opportunities. Join us in our mission to Power Prosperity Around the World.
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Financial Services Consultant
1 week ago
Green Bay, Wisconsin, United States Expert Seekers Training Full timeOpportunity SummaryWe are seeking a skilled and ambitious Financial Services Consultant to join our team at Expert Seekers Training, where you will have the opportunity to grow your career in a fast-paced and dynamic environment.About the RoleThis is a 1099 commission-only position focused on selling financial products such as IULs, annuities, and life...
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Financial Services Consultant
1 week ago
Fountain Valley, California, United States Caudillo Agency Inc Full timeAbout the JobCaudillo Agency Inc is looking for a Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for presenting and selling insurance policies to new and existing clients, including auto, home, and renter's insurance.You will have the opportunity to work in a professional office setting with a...
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Financial Services Specialist
1 week ago
Union Valley, Texas, United States Financial & Realty Services, LLC Full timeJob OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at Financial & Realty Services, LLC. This is a fantastic opportunity for a motivated individual to provide exceptional retirement plan expertise to clients.About the RoleAs a Financial Services Specialist, you will be responsible for providing education and guidance to...
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Financial Services Specialist
2 weeks ago
Bowling Green, Kentucky, United States Transparent Financial Full timeJob OverviewWe are seeking a skilled Financial Services Specialist to join our team at Transparent Financial. This role offers a competitive salary of $65,000 - $85,000 per year, along with benefits such as flexible work hours and a company-paid sales training program.In this position, you will be responsible for working with clients to understand their...
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Financial Services Coordinator
7 days ago
Green Bay, Wisconsin, United States TMS Financial Full time**Job Title:** Financial Services CoordinatorJob Description:At TMS Financial, we are seeking a highly skilled Financial Services Coordinator to join our team. This role is critical in ensuring that clients receive exceptional service and support.Responsibilities:Process new accounts, transfers, contributions, and redemptions, beneficiary changes, address...
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Financial Services Professional
3 weeks ago
Green Bay, Wisconsin, United States TMS Financial Full timeWe are seeking a highly skilled Financial Services Professional to join our team at TMS Financial. This is a year-round position with fewer hours outside of tax season, offering a family-friendly culture, employee-focused work environment, and great work-life balance.Job DescriptionThe ideal candidate will have a Bachelor's or Associate's degree in Finance,...
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Financial Solutions Consultant
2 weeks ago
Moreno Valley, California, United States Symmetry Financial Group - Gary Uyemura Full timeAbout the RoleWe are seeking ambitious individuals to become part of our team as Insurance Sales Professionals.As an agent, you will work with clients who are genuinely interested in purchasing life insurance and other financial products.You will have the opportunity to build a business that earns system-generated income and grow into your full potential.Key...
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Business Tax Consultant
1 week ago
Green Valley, NV, United States Intuit Full timeJob Description: As a highly motivated Business Tax Consultant, you will play a crucial role in advancing Intuit's mission of Powering Prosperity Around the World. You will provide expert guidance and tax preparation services to our customers, leveraging your extensive knowledge of federal and state tax laws and regulations. **Key Responsibilities:***...
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Financial Products Consultant
2 weeks ago
Moreno Valley, California, United States Bronson Kinkade Consulting Full timeOverview of the PositionBronson Kinkade Consulting is seeking a skilled Sales Specialist to join our team. In this role, you will be responsible for developing and executing sales strategies, building relationships with clients, and driving revenue growth. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability...
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Financial Services Lead Accountant
4 weeks ago
Moreno Valley, California, United States Creative Financial Staffing Full timeAbout This RoleWe are seeking a highly skilled Lead Accountant to join our financial services team. As a key member of our accounting department, you will be responsible for supporting all regulatory and financial reporting processes, specifically report preparation in accordance with GAAP or regulatory guidelines.This will include account analysis and...
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Service Sales Consultant
2 weeks ago
Green Bay, Wisconsin, United States Lifetime Home Services Full timeJob OverviewLifetime Home Services is seeking an experienced and ambitious Home Service Salesperson to join our team.Salary: $80,000.00 - $110,000.00 per yearResponsibilitiesGenerate leads, cultivate relationships, and close sales for our home service offerings.Conduct in-home consultations with potential clients to assess their needs and recommend...
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Financial Services Professional
7 days ago
Fountain Valley, California, United States The Fadil Group Full timeAbout Our TeamThe Fadil Group is proud to have a diverse and talented team of insurance professionals who are dedicated to making a meaningful impact in their clients' lives. Our team includes experienced insurance consultants, financial advisors, and group benefits consultants who are passionate about helping individuals and families achieve financial...
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Financial Accountant Expert
7 days ago
Green Bay, Wisconsin, United States TMS Financial Full timeJob Title: Financial Accountant ExpertCompany Overview: TMS Financial is a reputable accounting firm seeking an experienced Certified Public Accountant (CPA) to join our team. As a key player in business tax preparation, planning, and financial statement review, you will play a vital role in helping our clients achieve their financial goals.Salary: $80,000 -...
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Financial Services Specialist
1 week ago
Fountain Valley, California, United States The Fadil Group Full timeJob OverviewThe Fadil Group of Northwestern Mutual is a leading provider of financial services, seeking an Entry-Level Financial Advisor to join our team. This role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.Key ResponsibilitiesClient Consultation: Engage with clients...
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Consultative Store Associate
3 weeks ago
Green Valley, Arizona, United States AT&T Full timeJob OverviewThis is a fast-paced environment where flexibility and open-mindedness are key. You will work a schedule between 9am-9pm, including weekends, to ensure our customers receive excellent service. Our Retail Sales Consultants earn an estimated $16.41 - $20.04 per hour plus uncapped commission opportunities.Apart from competitive hourly wages, our top...
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Financial Tax Specialist
7 days ago
Green Bay, Wisconsin, United States TMS Financial Full timeJob Description:Certified Public Accountant (CPA)We are seeking an experienced and detail-oriented Certified Public Accountant (CPA) to join our firm with expertise in business tax returns, high net worth individuals, financial review, and business accounting. The ideal candidate will have a strong attention to detail, excellent analytical and organizational...
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Financial Services Account Manager
7 days ago
Spring Valley, New York, United States FINTRX Full timeSales Expert Wanted:FINTRX is seeking an experienced Enterprise Account Executive to join our sales team. This is a unique opportunity for someone to be part of a fast-growing company, surrounded by motivated and professional individuals looking to bring a modern solution to the financial markets.About the Role:You will work closely with sales and marketing...
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Financial Services Representative
1 week ago
Paradise Valley, Arizona, United States Randstad Enterprise Full timeCompany OverviewRandstad Enterprise is a leading provider of financial services, dedicated to delivering exceptional support to our clients. We are committed to fostering a collaborative and dynamic work environment that encourages growth and development.Salary & BenefitsThe compensation package for this role includes a competitive hourly rate of $23/hour,...
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Senior Financial Consultant
1 week ago
Spring Valley, New York, United States Northwestern Mutual Full timeCompany OverviewAt Northwestern Mutual, we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality. We deliver financial security to over 4.4 million people who rely on us for life, disability income, and long-term care insurance, annuities, brokerage, and advisory services.
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Retirement Services Specialist
3 weeks ago
Union Valley, Texas, United States Financial & Realty Services, LLC Full timeAbout UsAt Financial & Realty Services, LLC, we are a professional services firm based in Calverton, Maryland.Job SummaryWe are seeking a Financial Advisor - Internal Retirement Specialist to service our institutional client, Nationwide/Maryland Supplemental Retirement Plan.