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Sales: Drive sales through client-focused approaches, utilizing provided leads without the need for cold calling, door-to-door sales, or network marketing. Discover a fulfilling career in the financial services and insurance industry while enjoying the benefits of remote work and a flexible schedule.
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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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As a Tax Staff Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.
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The Trust Advisor IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners.
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NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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The Private Wealth High New Worth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions.
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A great UHY client is seeking an Indirect Tax Manager to join their team. The Indirect Tax Manager plays a critical role in safeguarding the organization's financial health by ensuring compliance with indirect tax regulations and implementing strategies to optimize tax outcomes.
$100,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Collaborate with Project Controls Manager on creation of monthly, quarterly, and yearly financial reports. Support the client and Project Management Office Director for tender process of contractors and consultant teams.
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Construction, project management, Program management, Project management, Construction management, construction, general contractor, general construction, roofing, change order, cad, design, roofing, building envelope, roof, director, program manager, pmp, professional engineer, pe, architecture, roof assessment, risk analysis, client management, structural, commercial.
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Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) · Collaborate with planners of The Center to assist in the development of financial plans and periodic reviews for clients including, but not limited to, retirement analysis, tax planning, education expense analysis, estate planning, insurance assessment, and investment management.
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Project Management & Sales: Manage all landscape / hardscape projects from start to finish while meeting financial and quality benchmarks. Client Engagement: Foster strong relationships with clients, meeting or surpassing their expectations to ensure continuous business and referrals.
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Our client in the Detroit Metropolitan Area is seeking a Business Intelligence Manager. Design and generate financial reports using SQL queries and Power BI for accurate analysis and decision-making.
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The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives.
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client financial jobs in Birmingham, MI
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