Financial Advisor I
7 days ago
H&R Block provides professional tax preparation and financial services to individuals and businesses. As a Financial Advisor I, you will play a crucial role in delivering high-quality services to our clients.
Our goal is to build long-term relationships with our clients based on trust, expertise, and personalized service. We believe that our employees are our greatest asset and invest in their growth and development.
Estimated Salary: $65,000 - $85,000 per year.
Job Description:
Your primary responsibilities will include conducting tax interviews, preparing tax returns, and providing IRS support to clients. You will also contribute to business growth, increase client retention, and offer additional products and services.
Key Responsibilities:
- Conduct tax interviews with clients using virtual tools.
- Prepare accurate and complete tax returns.
- Provide IRS support to clients.
- Collaborate with colleagues to achieve business goals.
-
Financial Advisor
2 weeks ago
Camp Springs, MD, United States First Command Full time4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Directly...
-
Financial Advisor
2 months ago
colorado springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Financial Advisor
2 months ago
colorado springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Financial Advisor
2 months ago
Colorado Springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Senior Financial Advisor
3 weeks ago
Sandy Springs, Georgia, United States Vika Talent Solution Pvt Ltd Full time $80,000 - $110,000 per yearAbout Us: Vika Talent Solution Pvt Ltd is a leading provider of accounting and financial services. We are committed to delivering exceptional results to our clients through our team of highly skilled professionals.We are currently seeking a Senior Financial Advisor to join our team. This is a full-time permanent position with an estimated salary of $90,000 -...
-
Financial Career Advancement Professional
3 weeks ago
Western Springs, Illinois, United States PNC Financial Services Group Full timePNC Financial Services Group A career in financial advisory services offers a fulfilling and challenging experience. As a Financial Advisor, you will play a pivotal role in helping clients achieve their long-term financial goals.The ideal candidate will have excellent communication skills, be able to build strong relationships with clients, and possess a...
-
Insurance and Financial Services Advisor
3 weeks ago
House Springs, Missouri, United States Ryan Kanatzar - State Farm Agent Full timeJob DescriptionThis is an exciting opportunity to work as an Insurance and Financial Services Advisor for Ryan Kanatzar - State Farm Agent. As a key member of the team, you will play a vital role in helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.Company OverviewRyan Kanatzar - State Farm Agent is a...
-
Financial Service Advisor
3 weeks ago
Winter Springs, Florida, United States Insight Credit Union Full timeJob OverviewWe are seeking a highly skilled Financial Service Advisor to join our team at Insight Credit Union. This role is perfect for individuals who are passionate about delivering exceptional member service and driving sales production.Job SummaryThe successful candidate will be responsible for servicing members on the teller line and platform,...
-
Retail Banking Advisor
3 weeks ago
Steamboat Springs, Colorado, United States BMO Financial Group Full timeBMO Financial Group is a leading financial institution that boldly grows the good in business and life. Our mission is to create lasting, positive change for our customers, communities, and people.We are seeking an experienced Retail Banking Advisor to join our team at the Steamboat Springs branch. As a key member of our collaborative and versatile branch...
-
Career as a Financial Advisor
2 weeks ago
Colorado Springs, Colorado, United States Edward Jones Full timeAbout the RoleWe are seeking an ambitious and self-motivated Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will play a crucial role in helping clients achieve their long-term financial goals through personalized strategies and relationship building.Key ResponsibilitiesBuild relationships with new and existing clients to...
-
Income Planning Advisor
3 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the Role:We are seeking a highly skilled Income Planning Advisor to join our team at USAA. As a key member of our organization, you will play a critical role in helping our members achieve their financial goals. If you are a motivated and results-driven individual with a strong understanding of retirement income strategies, we encourage you to...
-
Financial Services Consultant
3 weeks ago
Western Springs, Illinois, United States PNC Financial Services Group Full timeJob Overview:PNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences and driving business success. As an Investment Advisor within our organization, you will play a vital role in helping clients achieve their financial goals.About the Role:We are seeking a highly skilled and motivated...
-
Merrill Financial Solutions Advisor
2 weeks ago
Colorado Springs, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Chief Financial Officer Candidate
2 weeks ago
Winter Springs, Florida, United States Creative Financial Staffing Full timeAbout the Role:A Finance Leader is sought by our client, a Pioneering Environmental Consulting Firm, to spearhead the Accounting and Finance function. As a direct successor to the CFO, this role offers a unique opportunity for career advancement in a dynamic organization dedicated to providing innovative solutions. The selected candidate will lead the...
-
Career Opportunity as Financial Advisor Trainee
3 weeks ago
Balch Springs, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a leading provider of insurance and financial services, committed to helping individuals and families achieve their goals. As a Financial Representative Trainee, you will play a key role in delivering exceptional customer experiences and driving business growth.Compensation and BenefitsThe estimated annual salary for this...
-
Scientist I
3 weeks ago
Holly Springs, United States CSL Seqirus Full timeDo you want to work with a company that tackles fascinating problems and find solutions to complex challenges? Seqirus has an exciting opportunity to join our expanding team in Holly Springs, NC. With an advanced manufacturing facility and expertise in influenza science we are one of the world leaders in the production of the influenza vaccine. We operate as...
-
Scientist I
3 weeks ago
Holly Springs, United States CSL Seqirus Full timeDo you want to work with a company that tackles fascinating problems and find solutions to complex challenges? Seqirus has an exciting opportunity to join our expanding team in Holly Springs, NC. With an advanced manufacturing facility and expertise in influenza science we are one of the world leaders in the production of the influenza vaccine. We operate as...
-
Mortgage Advisor
3 months ago
Laurel Springs, United States Weichert Realtors Full timeWeichert Financial Services is hiring a Mortgage Advisor in the Washington Township, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to partner with our All Under One Roof Team as they help our clients achieve...
-
Financial Services Representative
3 weeks ago
Dripping Springs, Texas, United States Edward Jones Full timeAbout Edward JonesAt Edward Jones, we're dedicated to helping our clients achieve their financial goals. As a Registered Branch Associate, you'll play a vital role in providing exceptional service and support to our clients.Job OverviewWe're seeking a highly motivated and results-driven individual to join our team as a Registered Branch Associate. This is an...
-
Insurance and Financial Advisor
3 days ago
Denham Springs, Louisiana, United States Alexis Ducorbier - State Farm Agent Full timeAbout Our AgencyAlexis Ducorbier - State Farm Agent is a dynamic and growing agency dedicated to providing exceptional service to our clients. We are committed to helping our clients achieve their financial goals through personalized advice and expert guidance.Key ResponsibilitiesClient Relationship Development: Develop and maintain strong relationships with...