Independent Financial Advisor - Grow with Existing Clients
Prudential Financial
A leading financial services firm is seeking an experienced financial professional in Cleveland. The role requires managing and expanding an existing client base while providing tailored financial solutions. Applicants must have investment sales experience of three years or more, along with Series 7 and 66 licenses. This position offers growth opportunities as an independent advisor with unique benefits and retirement programs. #J-18808-Ljbffr Prudential Financial
$108k - $133k
...assignments and mentor staff while developing client relationships. This role requires a Bachelor’s degree and a CPA license, along with significant experience in public accounting. The Tax Manager will work independently, manage multiple priorities, and enhance the profitability...SuggestedRemote jobWork at office$116.2k - $212.9k
...everything you need to grow as we do. It's all... ...working on, our clients will turn to you... ...information with colleagues is an essential... ...as a trusted advisor. Building client relationships... ...to question existing processes.... ...support your physical, financial, and emotional...SuggestedSummer holidayFlexible hours$23.75 - $29.03 per hour
...Client Relationship Consultant At U.S. Bank, we're... ...make better and smarter financial decisions and enabling... ...communities we support to grow and succeed. We believe... ...potential. A career with U.S. Bank gives you a wide... ...solutions for new and existing clients based on their...SuggestedTemporary work$23.75 - $29.03 per hour
...Job Title Client Relationship Consultant Job Description... ...better and smarter financial decisions and enabling... ...we support to grow and succeed. We believe... ...their potential. A career with U.S. Bank gives you a wide... ...solutions for new and existing clients based on their...SuggestedTemporary workLocal area$107k - $133.5k
...America Treasury Sales Client Officer At Bank of America... ...purpose to help make financial lives better through... ...an in-office culture with specific requirements for... ...to learn, grow, and make an impact. Join... ...retaining and growing existing revenue, seeking opportunities...SuggestedWork experience placementWork at officeShift workDay shift- Mutual of Omaha Financial Advisors in Cleveland, Ohio, is seeking motivated individuals to build their own financial advising business with unlimited income potential. This role offers comprehensive... ...and driven, ready to leverage existing systems for growth. #J-18808-...
- ...filing of all external financial reports in compliance with U.S. GAAP and... ...professional services advisor to middle-market businesses... ...insights to help clients anticipate what is... ...with opportunities to grow, both personally and... .... CBIZ CPAs is an independent CPA firm that provides...
$124k - $335k
...A career in our Financial Services Tax practice... ..., will provide you with the opportunity to help our clients meet their tax obligations... ...expected to join a growing team with the top... ...as a strategic advisor, leveraging specialized... ...through new and existing technologies...Full timeH1bLocal areaOverseas$5,250 per month
Overview Insurance Client Manager - Property & Casualty Lines. Location: USA - Cleveland, Ohio (Hybrid; Onsite Client Engagements Required... ...management—from pre-renewal through stewardship. Collaboration with producers on new business opportunities and delivering...Permanent employmentFull timeWork at officeNight shift- ...least 5 years of relevant experience. Responsibilities include engaging clients, advising on regulatory changes, and guiding internal teams. This role presents a collaborative work environment with strong emphasis on client relationships and operational excellence. #J-1...
- ...Business Development Representative to qualify leads and contact potential clients through cold calls and emails. This role supports the marketing and sales teams in developing relationships with customers and presenting Asurint's services. The position allows for...Remote work
$75k - $90k
...service a portfolio of affluent clients’ property and casualty... ...ensure seamless coordination with producers, underwriters, and... .../Sales Agents to retain and grow the existing client base. Maintain high... ...driven mindset. Ability to work independently while collaborating with...Permanent employmentFull timeWork at officeRemote work$81k - $192k
...rewarding career. With real flexibility to... ...: Crowe is growing tremendously. We are... ...challenges their clients face and a dedication... ...experience in the Financial Services industry... ...extended services to existing clients. We encourage... ...worldwide as an independent member of Crowe...Full timeSeasonal workLocal areaWorldwideHome office$110k - $125k
...at INSIGHT2PROFIT, a rapidly growing leader in pricing and profitability... ...extraordinary outcomes. With our proven business model and... ...with INSIGHT JOB SUMMARY As the Financial Reporting Systems Manager at INSIGHT... ..., safeguarding sensitive and client information, reporting...Work experience placementWork at officeLocal areaVisa sponsorship- ...external support to clients while directing... ...and retention of existing business. Responsibilities... ...risk profile, and financial feasibility.... ...and communication with all participating... ...industry expertise. Independent, proactive, and... ...Oswald, a Unison Risk Advisors company, is an...For contractorsLocal area
$99k - $266k
...advice and guidance to clients on tax planning,... ...' compliance with tax laws and regulations... ...and analyse financial data, prepare and... ...expectations. With your growing knowledge of how... ...of conduct, and independence requirements. The... ...business advisor Familiarity with...Full timeH1b- True North Consultants, Inc. is seeking a Servicing Financial Advisor to enhance client relationships and provide comprehensive financial guidance. This role emphasizes maintaining a deep connection with existing clients and implementing their financial plans effectively...
$75k
...every day: Integrity, Client Focus, Diverse Perspectives... ...from day one, with the opportunity for flexible... ...allow you to hone existing skills and learn new ones... ..., and motivating financial advisors from all channels, with... ...clients and each other grow and thrive every day....Full timeTemporary workLocal areaFlexible hours- ...least 5 years of relevant experience. Responsibilities include engaging clients, advising on regulatory changes, and guiding internal teams. This role presents a collaborative work environment with strong emphasis on client relationships and operational excellence. #J-1...
- ...their team. This role involves advising on indirect tax regulatory changes, designing compliance frameworks, and leading client engagements. With a focus on optimization and recovery initiatives, the ideal candidate should have at least 5 years of property tax consulting...
$100k - $150k
...Financial Advisor – Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in... ...financial advice to our existing clients. This position can be... ...150,000, commensurate with experience and credentials...Summer workWork at office- ...Senior Financial Advisor -Remote/Hybrid Opportunity... ...Financial Advisor with an established book... ...who wants to grow their practice with... ...time focused on client relationships Less... ...Manage and grow an existing client base Build... ...who wants independence with infrastructure...Remote workFlexible hours
$105.1k - $192.6k
...re all in to shape your future with confidence. We’ll help you... ...ll find everything you need to grow as we do. It’s all about taking... ...deliverables, and participate in client working sessions. Identify... ...needed to support your physical, financial and emotional well‑being....Summer holidayLocal areaFlexible hours$70k - $100k
...Reserve is looking for an experienced Client Services Specialist (CSS). Our... ...parascheduling responsibilities with client services coordination. Unlike typical financial institution roles, this is not... ...Ohio. We’re one of the fastest‑growing companies in Ohio with close to...Work at officeAfternoon shift- ...Overview GCC Technologies, founded in 1997 with headquarters in Oakland, Maryland, is a fast growing service-disabled Veteran owned Small Business and HUBZone... ...applicants for Acquisition Specialists to support their client The Department of Veteran Affairs. We are looking...Contract workFor contractorsWork at officeRemote work
- ...lead complex audit areas and provide outstanding client service. You will review staff work, prepare financial statements, and develop interns in a collaborative... ...certification. The company values a work-life balance with benefits promoting physical and mental health,...Flexible hours
$50k - $65k
...the company’s broad and growing portfolio of over 270... ...documentation. Assist with verifying and analyzing... ...trial balances and financial statements for accounting... ...sectors; opportunities exist in multifamily real estate... ...of residents, clients, and customers throughout...Full timeHome officeMonday to FridayWeekend workAfternoon shift$102.1k - $187k
...in to shape your future with confidence. We'll... ...Tax Services Manager - Financial Services Office - Customer... ...side with a range of clients from our most venerable... ...global economy is healthy, growing and secure. If you have... ...a trusted business advisor to your clients. As you...Summer holidayWork at officeRemote workFlexible hours$106k - $132k
...global consulting company with the motivation to... ...of finance, including financial close, digital reporting... ...24) Inc. 5000 Fastest‑Growing Private Companies in America... ...days to accommodate client meetings, team syncs and... ...serving as a strategic advisor throughout the engagement...Work experience placementWork at officeRemote workFlexible hours$20.25 - $24.75 per hour
...Client Relationship Consultant Client Relationship Consultants build relationships with customers, engaging them via multiple channels including... ...and learning about their financial needs, and banking channel... ...solutions for new and existing clients based on their needs...Temporary work
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