Senior Wealth Advisor

DWC CPAs and Advisors is a dynamic firm seeking talented individuals to contribute to our success as a Top 300 Public Accounting Firm.We value unique skills, experience, and perspectives that drive our growth and excellence.Position Type:Full-Time ExemptIn compliance with the Colorado Equal Pay Act, compensation for this position is based on education,...

Job DescriptionWe are seeking a highly skilled Tax Senior to join our dynamic team at DWC CPAs and Advisors. As a Tax Senior, you will play a key role in ensuring clients comply with tax authorities while minimizing tax burdens and adhering to firm policies.Key Responsibilities:Coordinate engagements, communicating expectations, and providing guidance to Tax...

Job Title: Tax ManagerAt DWC CPAs and Advisors, we are seeking a highly skilled Tax Manager to join our dynamic team. As a Tax Manager, you will be responsible for ensuring clients comply with tax authorities while minimizing tax burdens, adhering to firm policies and professional standards.Key Responsibilities:Conduct top-level review of Tax returns,...

h3Job Description/h3pWe are seeking a highly skilled Audit Supervisor to join our dynamic team at DWC CPAs and Advisors. As a key member of our audit team, you will be responsible for guiding and completing audit work, assessing clients' internal control systems, and ensuring compliance with financial statement disclosure requirements./ppbKey...

At Jabil, we strive to make anything possible and everything better. We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise...

Join Our Team and Unleash Your Potential! DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally...

Job Title: Wealth AdvisorAbout the Role:We are seeking a talented and experienced Wealth Advisor to join our team at GPAC. As a Wealth Advisor, you will have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success.Key Responsibilities:Develop and maintain...

Job SummaryWe are seeking a highly skilled Wealth Client Service Specialist to provide administrative and sales support for High Net Worth (HNW) Wealth Advisors at Old National Bank. This role is responsible for enhancing the Advisor's effectiveness by performing a variety of moderately complex to complex, diverse, sensitive, and confidential administrative...

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math...

Cyber Systems Engineering Senior AdvisorThis role supports our Cyber Mission business unit located in Annapolis Junction, MD. The team automates manual tasks for mission customers, focusing on complex issues. Agile methodologies and DevOps principles ensure high-quality, reliable software delivery. The position offers flexible work schedules and teleworking...

About COMSO:Empowering federal government stakeholders to fulfill their mission with confidence and efficiency, COMSO, Inc. is a powerhouse in the industry. Our staff brings knowledgeable IT systems expertise, software development proficiency, innovative learning solutions for workforce development, and exceptional operations and production support. We are a...

About the Job: Reporting directly to the FVP of Wealth Management, the primary goal of the Sr. Licensed Sales Assistant is to manage the client service center and provide advisor sales and operational assistance for the IB Wealth Management team. This role is responsible the daily operation of the IB Wealth Management call center. The Team Leader will...

Job SummaryAs a Senior Employee Relations Advisor on the HR Advisory Services team within Kellanova Co., you will partner with various stakeholders to drive business growth through HR expertise. Your role involves offering solutions and recommendations on policies aligned with our values while mitigating risk. This is a hybrid role with 4 days a month in the...

Location: United States, Michigan, Grand Rapids Make your mark. Having roots in one of the nation‘s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudlyserves as a...

Job Title: Cyber Systems Administrator, Senior AdvisorJob Summary:Peraton is seeking a skilled System Administrator to support a critical mission of consequence within our Cyber Mission Business Unit in Annapolis Junction, MD. The ideal candidate will have experience in implementing, troubleshooting, and maintaining IT systems, as well as providing Tier 1...

Our client in the Wealth Management industry is seeking an Administrative Assistant. This position will be responsible for wearing many hats including client communication, assisting the Wealth Management Advisor, and other miscellaneous tasks.Top Requirements:Administrative experienceFinancial Industry experience is a huge plusAbility to wear many...

Key ResponsibilitiesCitizens seeks a skilled Private Client Financial Specialist to develop a high-quality wealth management practice that provides personalized wealth management strategies for clients. The ideal candidate will thrive in a collaborative environment, emphasizing client interests and personal growth.Essential QualificationsThe successful...

Merrill Market Supervision Manager page is loaded Merrill Market Supervision Manager Apply locations Grand Rapids time type Full time posted on Posted 30+ Days Ago job requisition id 24027050 Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is...

Job DescriptionJob Title: Client Services Associate (CSA)Location: Dallas, TXSalary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join...

Join our Global Business Service (GBS) team as a Senior HR Advisory and Operations Manager! In this role, you will be instrumental in driving business growth by leveraging your expertise in human resources and employee relations. You will support peo Operations Manager, Operations, Advisor, HR, Manager, Senior, Manufacturing

Merrill Market Supervision Manager page is loaded Merrill Market Supervision Manager Apply locations Grand Rapids time type Full time posted on Posted 30+ Days Ago job requisition id 24027050 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is...

Merrill Market Supervision Manager page is loaded Merrill Market Supervision Manager Apply locations Grand Rapids time type Full time posted on Posted 30+ Days Ago job requisition id 24027050 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is...

Job Description:Merrill Market Supervision ManagerAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is...

Join Our Team and Unleash Your Potential! DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally...

Our client in the Wealth Management industry is seeking an Administrative Assistant. This position will be responsible for wearing many hats including client communication, assisting the Wealth Management Advisor, and other miscellaneous tasks.Top Requirements:Administrative experienceFinancial Industry experience is a huge plusAbility to wear many...