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$90K - $130K *

Provide strategic advisory leadership to diverse clients in financial services, guiding complex technical accounting issues. Utilize comprehensive industry knowledge to drive solutions for startups an...

Yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $110K *

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$131K - $223K *

Transform client relationships by driving innovative banking solutions and identifying strategic opportunities, while managing complex wealth management portfolios and enhancing customer experiences i...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$131K - $223K *

Elevate client relationships by developing strategies for wealth management, conducting complex negotiations, and leveraging industry knowledge to generate prospects and opportunities in a fast-paced...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $120K *

Unlock potential by partnering with Sr. Financial Consultants to enhance client relationships, provide exceptional service, and drive business growth in wealth management. Ideal for licensed professio...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $100K *

Transform large-scale Facilities initiatives through strategic coordination, risk management, and resource planning. This role drives efficiency and alignment across projects, supporting enterprise go...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$100K - $150K *

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

US-AnywhereRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $95K *

Collaborate with a dynamic planning team to deliver personalized wealth management strategies. Engage in financial planning, investment strategies, and client relationship enhancement while working in...

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $90K *

Empower high-net-worth individuals by developing tailored financial strategies, leveraging relationship-building and collaboration with expert teams while exceeding performance goals in a dynamic fina...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $145K *

Lead the charge in developing tailored investment strategies for clients, collaborating with teams to achieve goals, execute trades, and provide top-notch services, ensuring client satisfaction and in...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$85K - $145K *

Shape the future of client investment strategies by collaborating with clients to understand their goals, providing tailored solutions, and ensuring exceptional service while working in a high-perform...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $200K *

Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...

US-AnywhereRemote

2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

US-AnywhereRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$70K - $92K *

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

US-AnywhereRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$22K - $166K *

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$379K - $447K *

Lead a team of financial planners to drive client acquisition and enhance engagement, while fostering a high-performance culture to achieve both team and organizational goals...

US-AnywhereRemote

Yesterday

  •   5 - 7 years exp.  •   Finance & Insurance

$180K - $288K *

Lead the charge in fostering client relationships through consultative sales, guiding individuals toward solutions for tax concerns. Drive success in a dynamic and supportive environment focused on ac...

Today

  •   Less than 5 years exp.  •   Business Services

$80K - $90K *

Join a team that's dedicated to delivering tailored financial solutions to high-net worth individuals. Grow relationships, assess clients' financial needs, and collaborate closely with experienced adv...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $90K *

Join a dynamic team to cultivate relationships with high-net-worth clients, providing tailored financial solutions and strategic investment advice. Enhance your expertise while collaborating with seas...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $120K *

Unlock insights as a Financial & Sales Operations Analyst, enhancing company performance through advanced financial modeling, KPI tracking, and sales operations support while collaborating closely wit...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $256K *

Grow your career with a client-facing role, driving innovative insurance solutions and strategic partnerships to meet complex client needs in a dynamic Marine environment...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$87K - $123K *

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$61K - $102K *

Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$61K - $102K *

Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $115K *

Unlock potential by managing accounting, payroll, and compliance operations. Lead the full cycle of financial reporting and streamline processes while mentoring junior staff and ensuring tax accuracy...

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance