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Financial Representative Trainee - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 502869 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
Financial Representative Trainee -Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 502866 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported... more ->
The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager makes decisions on all but the most unusual tax situations. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients. Performs all task related to client service and sees... more ->
Tax Manager Exceptional career opportunity for a current US based CPA firm Tax Manager, to join a very successful, well established firm offering short term partnership potential. Hybrid work environment. Very reasonable work life balance. Diverse industries of closely held clients and high net worth individuals. . Will consider candidates out of a Big-4, national, or large local L. A. based CPA firm, or possibly a candidate requiring some relocation assistance. The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager... more ->
Job Description What will I be doing in this role? Under general supervision and following established practices, policies, and guidelines, provides commercial collections support to Patient Financial Services, performing duties which may include reviewing and resubmitting claims to third party payors, performing account follow-up activities, updating information on account, etc Positions at this level require advanced knowledge in specialized functions and a full understanding of the revenue cycle. Incumbents work independently and have strong customer service, analytic and problem solving... more ->
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth... more ->
Do you excel in a communicative environment? Do you enjoy working collaboratively with peers? Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works closely with our Institutional groups to help meet strategic fund initiatives and financial analysis needs. The team also coordinates with a variety of Accounting groups in Corporate Finance and many other groups within the firm. The Opportunity: As the Fund Accounting Specialist, you will build your accounting abilities by cross-training, taking ownership of various projects and becoming a liaison for... more ->
Do you have strong knowledge and familiarity with Variable, Fixed, and Fixed Index Annuities? Do you like the idea of helping investors? Complicated annuity contracts are sold to investors. We have found that many annuity contract owners do not fully understand how their detailed benefits work nor what the long-term ramifications will be. Fisher Investments, a fiduciary from the start, can help investors get the most out of those complicated annuity benefits or make appropriate changes, all within the focus on the investor's long-term goals. The Opportunity: As an Annuity Counselor, you will... more ->
Description: Make a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we are looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and... more ->
Financial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
Responsibilities Manages and delegates Specialty Tax research projects to achieve an accurate and efficient product. Participates actively in client meetings and tax planning efforts to assist the Tax Department with larger clients. Acts as a Specialty Tax/State and Local Tax (SALT) resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Assumes client service responsibility. Works directly with clients where the responsibility is delegated from the partner or manager. Communicates to the appropriate firm personnel important tax developments affecting the... more ->
We are actively hiring for a Tax Manager for our client that we have a longstanding, excellent relationship with. A Leading South Carolina-based accounting and consulting firm that provides a broad spectrum of assurance, tax and advisory services to our clients, is seeking a career-minded TAX Professional with 4 plus years of public accounting experience. Immediate opportunity for partnership, growth and development within the firm. They do promotions/raise twice a year. Flexible work from home arrangements available, can start fully remote, and competitive compensation, relocation, work from... more ->
Join our team and unlock a world of benefits as a Credit and Collections Manager! We are looking for talent on a contract to hire basis anticipating converting the right candidate to a permanent status after both sides think it's a fit. This position can sit in any of our offices including Schaumburg IL Chicago downtown Loop New York City San Francisco San Mateo CA Salt Lake UT or Lexington MA. Hybrid Schedule 3 days in office, Tuesday, Web and Thursday and work from home Monday and Friday. Are you ready to dive into a role where you'll handle volume with ease, all while enjoying a plethora... more ->
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth... more ->