Financial Services Consultant

Job OverviewJobot is seeking a Financial Services Consultant to join our team. As a key member of our financial services team, you will be responsible for delivering high-quality financial services to our clients.About the PositionIn this role, you will work closely with our clients to understand their financial goals and develop strategies to achieve them....

Job Title: Financial Tax Consultant">About the Job:We are seeking highly skilled and motivated tax professionals to join our team as Financial Tax Consultants. As a member of our team, you will have the opportunity to work with clients from all over the country, helping them navigate the complexities of taxation and providing expert advice on how to minimize...

Main Line Talent Group, a leading ERP talent agency and consultancy, is seeking an experienced Epicor Financials Consultant to join our dynamic team. As a key member of our team, you will be responsible for implementing financial modules for Epicor ERP at manufacturing companies.Job DescriptionWe are looking for a highly skilled Senior Epicor Financials...

Job Description:At Bank of America, we strive to create a workplace that promotes responsible growth for both our employees and clients. As a Financial Relationship Consultant, you will play a vital role in helping us achieve this goal.Key Responsibilities:Engage with clients in the lobby to educate them on conducting transactions through self-service...

Job SummaryCentri Business Consulting is seeking an experienced Senior Accounting Professional to lead our accounting advisory services. This individual will work closely with clients to provide expert guidance on financial matters, including IPO readiness, M&A transactions, and SEC compliance.The estimated salary for this position is $180,000 - $220,000 per...

Enhance the Member Experience at American Heritage Credit UnionA career opportunity has arisen for a Financial Services Representative to join our team in the Roxborough area. This role provides exceptional service to members, clients, and associates of American Heritage Credit Union, focusing on delivering an outstanding member experience.We are seeking a...

Key ResponsibilitiesExecute tax planning, accounting, consulting, and compliance strategies for clientsManage multiple client engagements and provide exceptional client servicePrepare Form 1040 and other tax-related documentsDevelop and maintain strong relationships with clientsRequirements3-8+ years of experience in tax accounting or a related fieldCPA...

Senior Financial Systems Lead ConsultantSAP FICO Lead Consultant Role with InterEx Group: An Exciting Opportunity!About the Job:Lead a team of systems analysts for enterprise financial systems, driving strategic initiatives and ensuring successful project outcomes.Utilize strong leadership skills to motivate and guide team members in achieving business...

Qualifications and RequirementsExtensive experience in product management within the financial services industry, specifically in wealth management or brokerage firms or consulting to such firms.Proven track record of successfully managing CRM projects, particularly Salesforce implementations.In-depth knowledge of Salesforce Financial Services Cloud.Strong...

Job OverviewWe are seeking a skilled and experienced Financial Services Supervisor to join our team at American Heritage Credit Union.Key Responsibilities:Supervise and train branch staff to ensure excellent member service and high-quality operations.Maintain a secure and efficient branch environment, adhering to regulatory requirements and company...

Job OverviewA Junior Financial Advisor role at MassMutual Eastern PA involves assisting senior advisors in developing financial plans and investment strategies. The ideal candidate should have a desire to exceed peer expectations, a strong inclination to help and educate others, and a demonstrated determination to achieve long-term success through hard work...

Part-Time Member Experience AdvisorAmerican Heritage Credit Union, a leading financial institution with over $4.8 billion in assets, has an exciting opportunity for a Part-Time Member Experience Advisor to join our Bridge Street branch team.This role offers the chance to provide exceptional service to members, clients, and associates by enhancing their...

About Our Company: Symmetry Financial Group - Gary Uyemura is a leading provider of life insurance solutions, working with over 60 A+ rated insurance companies to protect American families.Estimated Salary: $100,000 per year (potential for $200K - $500K+ as an Agency Owner)Job Description:As a Senior Insurance Sales Consultant at Symmetry Financial Group -...

We are seeking a highly motivated Part-Time Member Experience Advisor to join our team at American Heritage Credit Union.About UsAmerican Heritage Credit Union is a leading financial institution with over $4.8 billion in assets, dedicated to providing exceptional service to its members.The ideal candidate will have excellent communication and interpersonal...

Job OverviewPNC Financial Services Group is seeking a highly motivated and customer-focused individual to join our team as a Part Time Teller. This role is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and have a strong desire to learn and grow within the banking industry.

Job OverviewWe are seeking an experienced Executive Benefits Consultant to join our team at Horace Mann. As a key member of our organization, you will play a crucial role in helping educators protect their financial future.

Job DescriptionAmerican Heritage Credit Union, a leading financial institution with over $4.8 billion in assets, seeks a highly skilled Part-Time Member Experience Advisor to join our Rhawn Street branch team.This key role provides exceptional service to members, clients, and associates by enhancing the overall member experience through proactive engagement...

Company OverviewGlobal Financial Impact, a leading provider of financial services, is seeking highly motivated and competent individuals to join our team as Financial Professionals. Our company offers a unique opportunity for individuals to develop their skills and build a successful career in the financial industry.Estimated Salary Range: $36,000 - $125,000...

About Ryabyy Region - Modern Woodmen of AmericaRyabyy Region is part of Modern Woodmen of America, a member-owned fraternal financial services organization with over 700,000 members. Our team focuses on building successful teams in the financial services industry, with a strong background in leadership and management.About the RoleThis role is an excellent...

Job OverviewEnvironmental Construction Services is seeking a detail-oriented Financial Manager to oversee the day-to-day financial operations of our mid-sized construction company. This role reports directly to our Controller and provides an excellent learning opportunity for a motivated and ambitious individual.