NewTax Advisor JobotTax AdvisorDallas, TXRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewWealth Advisor JobotWealth AdvisorDallas, TX$75,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)San Antonio, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementMarble Falls, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewPremier Client Financial Advisor - PNC Wealth Management PNC Financial Services GroupPremier Client Financial Advisor - PNC Wealth ManagementMcKinney, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewTreasury Manager JobotTreasury ManagerHouston, TX$170,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are currently seeking an experienced, dynamic, and highly analytical individual to fill the role of Treasury Manager in our leading client home services firm.
Registered Investment Advisor The Employee ConnectRegistered Investment AdvisorHouston, New York$30–$40 / hourMany advisors have grown their businesses as much as possible independently, and we offer strategies to unlock exponential growth through acquisitions, structured scaling, and enterprise-level transitions. Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across the U.S., allowing candidates to remain in their current location.
Investment Advisor (401K Retirement Plans) Southwest Business CorporationInvestment Advisor (401K Retirement Plans)San Antonio, TXGenerate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
Investment Advisor (401K Retirement Plans) SWBCInvestment Advisor (401K Retirement Plans)San Antonio, TexasGenerate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
NewSenior Investment Advisor Fifth Third BankSenior Investment AdvisorHouston, TexasESSENTIAL DUTIES AND RESPONSIBILITIES: Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities while serving and expanding investment relationships with existing clients by meeting with prospects and engaging in other client-acquisition activities, learning about client investment goals, and presenting proposals for investment management. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyHOUSTON, TX$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorCoppell, TXRecommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Financial Solutions Advisor Consumer Investments - Dallas North Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Dallas North MarketDallas, TXBack to search results Financial Solutions Advisor Consumer Investments - Dallas North Market Dallas, Texas; Rowlett, Texas; Garland, Texas; Greenville, Texas; Rockwall, Texas; Rockwall, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Plano, Texas; Murphy, Texas; Richardson, Texas; Garland, Texas; Dallas, Texas; Richardson, Texas; Wylie, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Garland, Texas; Plano, Texas; Dallas, Texas; Dallas, Texas; Garland, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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Financial Solutions Advisor Consumer Investments - Forth Worth Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Forth Worth AreaFort Worth, TXBack to search results Financial Solutions Advisor Consumer Investments - Forth Worth Area Fort Worth, Texas; Lake Worth, Texas; Allen, Texas; Fort Worth, Texas; North Richland Hills, Texas; Fort Worth, Texas; Fort Worth, Texas; Fort Worth, Texas; Fort Worth, Texas; Crowley, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Dallas South Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Dallas South MarketDallas, TXBack to search results Financial Solutions Advisor Consumer Investments - Dallas South Market Dallas, Texas; Dallas, Texas; Duncanville, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Balch Springs, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Desoto, Texas; Dallas, Texas; Mesquite, Texas; Mesquite, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Lubbock TX Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Lubbock TX AreaLubbock, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Lubbock TX Area Lubbock, Texas; Lubbock, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.