Financial Consultant

{"title": "Retirement Plan Consultant", "description": "Job SummaryDefiniti is seeking a skilled Retirement Plan Consultant to join our team. As a key member of our retirement services team, you will be responsible for the day-to-day management of client plans, ensuring compliance with DOL and IRS requirements, and providing exceptional support to clients...

Insurance Sales ConsultantAllstate Insurance: The Walling Agency is seeking a driven Insurance Sales Consultant to enhance our client engagement efforts. In this position, you will focus on attracting new clients and fostering robust relationships within the community. Utilizing your expertise in insurance and sales techniques, you will guide clients in...

Insurance Sales ConsultantAllstate Insurance: The Walling Agency is seeking a dedicated Insurance Sales Consultant to enhance our client engagement efforts. In this position, you will be tasked with reaching out to potential clients and building lasting relationships within the community. Utilizing your expertise in insurance and sales techniques, you will...

Insurance Sales ConsultantAllstate Insurance: The Walling Agency is seeking a driven Insurance Sales Consultant to enhance our customer engagement efforts. In this position, you will focus on attracting new clients and fostering enduring relationships within the community. By leveraging your expertise in insurance and sales techniques, you will guide clients...

About the RoleDefiniti is a national retirement services company that helps clients manage and administer their retirement plans. We are seeking a highly motivated and detail-oriented professional to join our team as a Manager of Combo Retirement Plan Consulting.Key ResponsibilitiesManage a team of 8-12 combo retirement plan consultants (CRPC) and oversee...

Division or Field Office:Enterprise Office DivisionDepartment of Position: Enterprise Strategy DepartmentWork from:Corporate OfficeSalary Range:$93,000 - $149,526.00 **This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials,...

Senior Accountant - Business Advisory ServicesWe are seeking a highly skilled Senior Accountant to join our Business Advisory Services team. As a key member of our team, you will be responsible for leading client engagements and providing exceptional client service.Key Responsibilities:Maintain multiple client relationships and provide consulting and...

Business Advisory Services Job Description **Job Summary** We are seeking a highly skilled Senior Accountant to join our Business Advisory Services team. As a key member of our client engagement team, you will lead most engagements with supervision from a Supervisor or Partner. Your primary responsibility will be to review staff work and provide...

Job OverviewWe are seeking a dedicated Tax Accountant Specialist to join our esteemed firm. The ideal candidate will play a crucial role in managing our clients' financial needs and ensuring compliance with tax regulations.Duties and ResponsibilitiesPrepare and file individual tax returns accurately and timely.Collaborate with accountants and CPAs to...

Job OverviewWe are seeking a dedicated and detail-oriented Licensed Accounting Professional to join our esteemed firm. This role is pivotal in ensuring the financial integrity of our diverse clientele.Duties and ResponsibilitiesPrepare and file individual, corporate, and estate tax returns.Engage with regulatory bodies concerning client matters and...

Job OverviewKey ResponsibilitiesAccurately prepare and submit tax returns for both individuals and corporate entities.Examine financial statements and documentation to identify eligible deductions and credits.Engage with clients to collect essential tax-related information and resolve any inquiries.Keep abreast of current tax legislation and regulations to...

Join Our Esteemed TeamAs a Patient Care Specialist, you will serve as the primary liaison for our patients, ensuring they receive exceptional service and support. Your role will encompass setting and reaching sales objectives, welcoming patients, offering consultations, and fostering enduring relationships with our clientele. We prioritize excellent...

Join Our Esteemed TeamAs a Patient Care Specialist at DentalWorks, you will serve as the primary liaison for our patients, ensuring they receive exceptional service and support. Your role will encompass achieving sales targets, welcoming patients, conducting consultations, and fostering enduring relationships with our clientele. We prioritize excellent...

Job Title: Regional Sales DirectorDefiniti is seeking a highly motivated and experienced Regional Sales Director to join our team. As a key member of our sales team, you will be responsible for wholesaling Definiti retirement plan services in assigned territories.Key Responsibilities:Develop new financial advisor relationships to generate proposals and sales...

Behavior Support AssociateJoin our team at the Barber National Institute, a non-profit organization dedicated to providing high-quality services for children and adults with autism, intellectual disabilities, or behavioral health challenges and their families.We are seeking a skilled Behavior Support Associate to work with our treatment team members,...

Job TypeFull-timePosition OverviewJoin the team at Definiti, where we are dedicated to providing outstanding client service and tackling challenges head-on. If you are passionate about enhancing retirement outcomes and contributing to a thriving organization, this role may be the right fit for you. Enjoy the flexibility of remote work while maintaining...

Job SummaryUPMC is seeking a highly skilled and experienced Lead Pharmacist to join our team in Erie, PA. As a key member of our clinical operations team, you will be responsible for ensuring the timely provision of cost-effective drug therapy contributing to optimal patient outcomes.Key ResponsibilitiesLeadership and ManagementCoordinate the daily...

About DefinitiDefiniti is a leading national retirement services company that specializes in helping clients manage and administer their retirement plans. Our team of experts is dedicated to providing exceptional client service and delivering high-quality results.Job SummaryWe are seeking a highly motivated and experienced Manager to lead our Combo...

About the RoleWe are seeking a highly skilled Experienced Staff Auditor to join our team in Erie. As a key member of our audit team, you will have the opportunity to work with well-known clients, enjoy minimal out-of-town travel, and maintain a great work-life balance.Key ResponsibilitiesConduct audits with a strong focus on quality and attention to...

About the RoleWe are seeking a highly skilled Experienced Staff Auditor to join our team in Erie. As a key member of our audit team, you will have the opportunity to work with well-known clients, enjoy minimal out-of-town travel, and maintain a great work-life balance.Key ResponsibilitiesConduct audits with a strong focus on quality and attention to...