FINANCIAL COUNSELOR
Gpac
I am seeking a hands on, results-oriented Tax Manager to oversee a team of highly motivated staff and senior accountants. If you have ever thought about making a change, now is the time to join a firm that will offer you professional growth and opportunity. Responsibilities Oversee and manage a team of highly motivated staff accountants Provide tax compliance and consulting to a diverse base of clients Oversee complex tax projects for a variety of clients and diverse industries Provide timely and complete evaluations and counseling for the staff accountants Be a hands‑on leader Requirements Must have CPA distinction to be considered EA can be considered Must have 5+ years of proven experience in public accounting, in a tax supervisory role Bachelor of Science degree in Accounting, Finance, or Equivalent Master degree in Taxation degree is highly desirable Must be able to lead and motivate a team of highly motivated individuals to a final goal Must have strong multi‑tasking skills Applicants must have excellent verbal and written communication skills Compensation Above Market Compensation Benefits: 401k plan, health, dental, vision, paid vacation, and paid holidays Flexible schedules in order to maintain a strong work and life balance To be considered, please apply with a resume. If you have any other questions or wish to discuss any other Accounting positions, reach out to me directly: Matt Mendez // Search Consultant, GPAC // View phone number on click.appcast.io// matt.mendezgogpac All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. #J-18808-Ljbffr Gpac
- ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care...SuggestedWork at officeLocal area
- ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care...SuggestedWork at office
$58.44k - $93.5k
Magellan Federal is looking for a Personal Financial Counselor in Marysville, WA. This position involves providing personal financial services to military personnel and their families, including counseling, workshops, and resource referrals. The ideal candidate will hold...Suggested$58.44k - $93.5k
Job Information Title: Personal Financial Counselor - Marysville, WA. Grade: 24. Responsibilities Provide personal financial counseling services to military service members and families at assigned installations. Conduct one‑on‑one counseling, briefings and presentations...SuggestedContract workTemporary work$58.44k
This position will provide personal financial services at assigned military installations. The role includes the full breadth of personal... ..., briefings, presentations, and referral resources. The counselor works closely with installation and military branch Points of...SuggestedContract workTemporary workWork experience placementWork at office- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Contract workFor contractorsFlexible hours
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Everett, Washington. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies. Your responsibilities...
- Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training to obtain necessary securities licenses and gain foundational skills necessary to help clients achieve their financial goals. This role...
- Responsibilities This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires...Full timeContract workRemote work
- Bank of America is seeking a Financial Solutions Advisor Stage I in Marysville, WA. This role is crucial for building and managing client relationships while obtaining necessary licenses such as the Securities Industry Essentials, Series 7, and Series 66. You will receive...
$59.5k - $116.6k
...just a goal we’re after - it’s the only thing we’re after. And we have the know-how to help make it a reality for millions. As a Financial Analyst with Optum, you’ll work on an elite team with experts who are guiding our success and writing our future. Learn more by applying...Minimum wageFull timeWork experience placementReliefWork at officeLocal areaRemote work$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$80k - $90k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help...Full timeLocal area
$80k - $90k
Bank of America is seeking a Financial Advisor for its Advisor Development Program at Merrill Wealth Management in Everett, WA. This role focuses on developing client relationships and providing tailored investment recommendations to high-net worth individuals. Successful...- JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires at least 2 years of financial services experience, along with valid Series 7 and 66 licenses. The candidate...
- Mass Mutual NW is seeking motivated individuals in Everett, WA for a career in financial services. No prior experience needed as training and licensing support will be provided. This role focuses on helping clients protect their assets and preparing for their financial...Flexible hours
- A reputable financial services company is seeking a full-time Financial Advisor in Seattle, WA, with some remote work flexibility. You will assist clients with financial planning, retirement planning, and investment services. Strong communication skills and the ability...Remote jobFull time
- A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory...
$24 - $30 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payTemporary workDay shift- A fraternal financial services organization is seeking a Regional Field Recruiter to launch their financial services career. This role involves providing financial guidance to members and creating tailored financial plans. Candidates should show integrity, possess leadership...
- ...At The Retirement Solution (TRS) , we put family first. Our mission is to help our client families enjoy a retirement free from financial worry, and our vision is to be the last financial advisor they’ll ever need. Every plan we build, every conversation we have, and every...Temporary workWork at office
- ...Looking for a financial planning role where you can focus on advising— not cold calling? This is a ground-floor opportunity to grow in a new market with the backing of an established, growth-focused firm. Why Join Us Warm, qualified leads (no cold prospecting) Host seminars...Relocation package
$24.52 - $37.5 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payImmediate startDay shift$25 - $27.88 per hour
.... It involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting them to solutions that meet their goals. Responsibilities Executes the bank’s risk culture and...Hourly payShift workWeekend workDay shift- ...affluent clients. You will leverage a relationship-oriented approach to acquire and deepen connections with clients, deliver tailored financial solutions, and ensure adherence to banking policies and regulations. This role requires a strong commitment to client relationship...
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
$20 - $24 per hour
...(4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipWork experience placementLocal areaMonday to Friday$20.77 - $21.79 per hour
...0 Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Everett Branch is seeking a bank teller to help customers meet their financial goals by providing exceptional...Hourly payFull timePart timeWork at officeMonday to FridayFlexible hoursShift work- ...Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per...Remote work
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