Financial Advisor

Job SummaryThe Lead Advisor at Thrivent Financial plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance...

Job SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...

Job SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...

Franklin Savings Bank is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our wealth management firm, you will be responsible for developing and implementing comprehensive financial plans for our clients.The ideal candidate will have a strong background in financial planning, with a proven track record of...

Job Title: Tax Advisor - Financial ExpertAt H&R Block, we're looking for a skilled Tax Advisor to join our team. As a Tax Advisor, you'll provide expert tax preparation, audit support, and planning services to our clients. You'll build strong relationships with clients, understand their financial goals, and provide tailored solutions to meet their needs.Key...

Job Title: Tax Advisor - Block AdvisorsAt H&R Block, we're seeking a skilled Tax Advisor to join our Block Advisors team. As a Tax Advisor, you'll provide expert tax preparation, audit support, and tax planning services to clients year-round.Key Responsibilities:Build and maintain strong client relationshipsProvide tax preparation, audit support, and tax...

Financial Advisor Role at Equitable ServicesWe are seeking a talented Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will utilize your knowledge and expertise to assess clients' financial goals and develop personalized financial plans.Key...

Financial Advisor Job DescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and asset management services to our clients.Key Responsibilities:Cultivate and grow client relationships through...

Client Services AssociateRochester, NYJK Executive Strategies is partnering with a well-respected financial services firm to find a Client Services Associate to join its team. This role offers an exciting opportunity to contribute to a growing team and make a significant impact on client relationships.As a Client Service Assistant, you'll play a crucial role...

Delibert Employment Solutions: Financial Paraplanner RoleDelibert Employment Solutions is seeking a detail-oriented and dedicated Financial Paraplanner to support our senior advisors in preparing for client meetings, executing follow-up tasks, and conducting financial research.Key Responsibilities:Client Meeting Preparation:Prepare files and necessary...

Financial Planning AssociateThink Bank is seeking a highly motivated and detail-oriented Financial Planning Associate to join our team. As a key member of our financial planning team, you will play a critical role in supporting our customers and financial advisors in achieving their financial goals.Key Responsibilities:Assist financial advisors in preparing...

Client Accounting and Advisory Services refers to a range of accounting and financial services provided by Bowers CPAs & Advisors. These services include outsourced CFO, Controller and accounting services including budgeting, forecasting, financial analysis, and strategic planning; financial statement preparation; full-service bookkeeping; vendor bill...

Financial Advisor Job DescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for cultivating and growing our client base, drafting and delivering financial plans for review, and implementing financial plans under the supervision of our advisory...

Job SummaryWe are seeking a highly motivated and organized Admissions Advisor to join our team at Monroe Community College. The successful candidate will be responsible for developing and executing a comprehensive admissions and student recruitment program, with a focus on building community relationships to increase student enrollment.Key...

Job Title: Senior Advisor, Fiscal Practice and Quality ImprovementCoordinated Care Services, Inc. (CCSI) is seeking a highly skilled Senior Advisor, Fiscal Practice and Quality Improvement to join our team. As a subject matter expert, you will provide essential business services to our provider organizations and customers, leveraging your expertise in...

Job SummaryWe are seeking a highly skilled Trust Officer to join our team at M&T Bank. As a Trust Officer, you will be responsible for the administration and fiduciary management of complex trust relationships within client relationships.Key ResponsibilitiesAdminister and manage complex trust relationships, ensuring compliance with regulatory requirements...

Job OpportunityAt Choreo, we are dedicated to enhancing the well-being of our clients, their families, and our communities. With over 20 years of experience, we have established a coast-to-coast presence with 40+ locations, meeting the financial planning needs of our clients. Empowered by technology and inspired by equality, we strive to serve our clients...

Job Summary:This position plays a crucial role in the development and execution of a comprehensive admissions and student recruitment program at Monroe Community College. The successful candidate will be responsible for building community relationships to increase student enrollment, providing admissions, academic advisement, and financial aid guidance to...

Job SummaryAs a Research Administrative Assistant at Manning & Napier Advisors, you will play a crucial role in supporting the processing and maintenance of records and files related to stock purchases and sales. This position offers a unique opportunity to work with Research Analysts on equity research projects, combining your administrative skills with...

Job SummaryCobblestone Capital Advisors is seeking a highly skilled Private Fund Accountant to join their team. The successful candidate will play a key role in the financial reporting, tax reporting, and cash management activities of the Cobblestone-Managed Private Funds.The ideal candidate will have a strong background in accounting and financial...