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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Merge Storytelling and TechnologyMERGE promotes health, wealth and happiness in the world by merging storytelling with technology and offers marketing and technology clients full-service capabilities including strategy, creative communications, experience engineering, performance marketing, media and digital platform development.
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High school diploma or the equivalent. Adhere to Larry H. Miller Dealerships’ new vehicle sales process to achieve or exceed group standards such as sales production, gross profit, and applicable benchmarks which result in profitability and customer service satisfaction.
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Typical Day in the LifeA typical day as a Wealth Transition Services Manager/Senior Manager might include the following:Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings.
$200,000Full-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Please check with your tax advisor for specifics relating to you Employee Share Purchase Plan (ESPP) (eligible after 12 months of service) – maximum purchase equal to 10% monthly base pay with a cap, 20% share discount Incentive Plan – annual; based on performance, approx.
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Responsibilities Preparing Federal and multi-state tax returns for C corporations, S corporations, partnerships, high-net-worth individuals, bankruptcy, and trusts and estates. This position can be fully remote, work from home, preferably for candidates living in the PST or MST area codes.
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Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. May perform a variety of attendant duties including but not limited to parking lot attendant, driver, usher, pallbearer, or courier.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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Military veteran - military service member - sales representative - sales manager - sales director - service advisor - account executive - real estate agent - insurance agent - loan officer - home advisor.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Specialty Corporate Counsel provides direct, specialty-specific, high-level legal services and serves as a specialty-specific thought-leader and trusted advisor to one or more designated CommonSpirit national groups, as well as to CommonSpirit’s operating regions, working independently and with minimal supervision, in a manner consistent with CommonSpirit’s mission, vision, and values.
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Minimum Qualifications Education: High school diploma/GED. Successful completion of an accredited Ultrasound Technologist or Diagnostic Medical Sonographer program. Essential Duties Performs high quality echocardiograms to assist the physician in the diagnosis of cardiac conditions in accordance with ARDMS and IAC standards.
$40 - $53Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Some experience as a Wealth manager, Financial Planner or similar is preferred. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
$172,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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TAX SENIOR We are a well, established, highly profitable regional CPA firm dedicated to providing financial services in the areas of tax, operations management, trust and probate accounting, M&A, valuation, insolvency, and litigation support.
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High proficiency with Altair Hyperworks products or suitable alternate, e.g. Abaqus. Demonstrated proficiency with one or more of the following analysis codes, particularly with reading and manipulating input files: Nastran, Optistruct, Ansys, Abaqus.
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Minimum 1+ years speech therapy experience required.
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wealth advisor high worth jobs in Lakewood, CO
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