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10 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Financial Services
The Regional Fidelity Channel Manager will drive sales of Brighton Jones's Retirement Plan Advisory Services by building relationships, managing referrals, and collaborating with teams to achieve revenue goals.
Top Skills: MS OfficeSalesforce
Reposted 11 Days AgoSaved
In-Office
San Diego, CA, USA
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Financial Services
The Lead Advisor acts as a personal CFO for clients, guiding them in wealth management, estate planning, and investment strategies while fostering community relationships and managing a local service team.
Reposted 11 Days AgoSaved
In-Office
Detroit, MI, USA
Senior level
Senior level
Financial Services
Lead Advisors act as a Personal CFO for clients, managing their wealth management plans while enhancing client relationships and driving growth in new markets.
Reposted 13 Days AgoSaved
In-Office
Seattle, WA, USA
70K-85K Annually
Entry level
70K-85K Annually
Entry level
Financial Services
The Tax Associate will prepare tax returns, assist with tax compliance, respond to agency notices, support tax planning services, and conduct research.
Top Skills: Adobe AcrobatAxcessBnaCchCheckpoint RiaMsft OfficeWindows
Reposted 14 Days AgoSaved
In-Office
Boston, MA, USA
130K-300K Annually
Senior level
130K-300K Annually
Senior level
Financial Services
The Lead Advisor manages client relationships, develops wealth management strategies, and leads a service team to enhance client satisfaction and retention.
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Reposted 14 Days AgoSaved
In-Office
Boston, MA, USA
135K-165K Annually
Senior level
135K-165K Annually
Senior level
Financial Services
As a Tax Senior Manager, you will lead tax planning and compliance for clients, manage relationships, oversee audits, and coach team members.
Top Skills: Adobe AcrobatAdpBna PortfoliosBna Tax PlannerCch Axcess TaxExcelMS OfficeQuickbooksRia CheckpointSalesforceWindows
Reposted 15 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Mid level
Mid level
Financial Services
Manage tax compliance and planning for clients, oversee return preparation, conduct research, assist with tax projections, and liaise with clients.
Top Skills: Adobe AcrobatBna PortfoliosBna Tax PlannerCch Axcess TaxExcelMS OfficeRia CheckpointSalesforce
Reposted 19 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Financial Services
As a Lead Advisor, you will manage client relationships, design wealth management plans, and lead a local service team while expanding relationships in the community and delivering exceptional client experiences.
Reposted 19 Days AgoSaved
In-Office
Nashville, TN, USA
Senior level
Senior level
Financial Services
As a Lead Advisor, you will manage client relationships and implement comprehensive wealth management plans while leading a local service team to ensure high client satisfaction.
Reposted 19 Days AgoSaved
In-Office
Stamford, CT, USA
Senior level
Senior level
Financial Services
The Lead Advisor will manage client relationships, implement wealth management plans, and lead a local service team to ensure high client satisfaction in an expanding market.
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