Remote Financial Specialist: Lead Gen & Client Advisory
Primerica
- Remote job
Primerica is seeking a motivated Financial Specialist to join our remote Customer Service, Sales, and Marketing team. You will generate leads, conduct calls, and promote financial services, including life insurance and investment products. This role focuses on building client relationships and achieving sales targets while working independently. We offer flexible remote work, growth opportunities, and a supportive environment aimed at helping families achieve financial independence. #J-18808-Ljbffr Primerica
- MBE CPAs is looking for a Client Accounting Services Department Manager... ...practice. This unique role involves leading a high-performing team, overseeing client advisory engagements, and driving service... ...with options for hybrid or remote work. Join us for long-term growth...Remote jobFull time
- MBE CPAs is seeking a Client Accounting Services Department Manager to lead and transform the CAS practice. This senior... ...position will involve building a client advisory focused CAS model and overseeing... ..., the role offers hybrid or remote options. Join MBE CPAs for a high...Remote job
- A market research consulting firm is hiring a Client Advisory Manager to serve as the primary contact for 25-35 university clients. This role... ...insights, and providing strategic advice in a fast-paced, remote-first environment. The ideal candidate will have over 3 years...Remote job
- MBE CPAs is looking for a Client Accounting Services Department Manager to lead and grow its CAS practice. This senior role involves overseeing client advisory services, mentoring a high-performing... ...full-time and allows for hybrid or remote work, with periodic travel. #J-1...Remote jobFull time
- Lmhscpas in Norwell, MA, is seeking a Tax Manager to manage client tax engagements and ensure compliance with tax laws. The role involves leading teams in tax preparation and advisory services while providing high-quality client service. The ideal candidate will have 10...Remote jobFull timeWork from home
$142k - $195k
Wipfli is seeking a remote advisory professional to lead client engagement at a CFO-level. Responsibilities include delivering strategic financial insights, managing client teams, and mentoring staff. Candidates should possess a Bachelor's degree in Accounting or Finance...Remote jobFlexible hours- A rapidly growing accounting firm seeks a Manager-level Accountant in Towson, MD to lead the Client Accounting & Advisory Solutions team. Responsibilities include overseeing full-cycle accounting, guiding junior accountants, and delivering exceptional client service. Ideal...Remote job
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...is seeking a Tax Manager in New York to lead strategic tax planning for high-performing clients. The role emphasizes proactive advisory services, requiring 5+ years of public accounting... ..., or LLM in Tax. This position is fully remote, offers a competitive salary of $150k-$17...Remote job- MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice. This senior leadership role involves building strong teams... ...leadership for long-term growth. With options for remote or hybrid work, the position promises visibility and...Remote job
- MBE CPAs is seeking a Client Accounting Services Department Manager to build, lead, and scale its CAS practice. This senior leadership role involves overseeing client... .... Offering flexibility for office, hybrid, or remote work, this position is perfect for someone looking...Remote jobWork at office
- MBE CPAs is seeking a Client Accounting Services Department Manager to build and lead the CAS practice. This senior leadership role involves overseeing client engagements... ...firm culture, with options for hybrid or remote work arrangements and a full-time schedule. #J-18...Remote jobFull time
$140k - $170k
Jobot is seeking experienced tax professionals to provide strategic, integrated tax planning for high net worth clients. This remote position emphasizes building strong client relationships over compliance work, with a salary range of $140,000 to $170,000 per year. The...Remote job- A leading performance marketing agency in the United States is seeking a Senior Paid Media Strategist to manage client accounts and drive performance marketing efforts. The role involves building... ...retention. The position offers remote work options, flexible scheduling,...Remote jobFlexible hours
- ...Manager for their State and Local Tax Services Group. This role offers hybrid and remote working arrangements and is based in Cleveland, Ohio. The successful candidate will manage client accounts, providing state and local direct tax planning, consulting, and compliance...Remote jobLocal area
- Tax Managing Director Leader 175k-235k + Bonus (Remote) Tax Director 160k-200k (Remote) Tax Manager 125k-155k Remote Options - Relocation... ...for exceptional service and best workplaces in the USA Build Client Relationships Approve tax returns Provide Consulting Services...Remote jobRelocation
- ...industry player is seeking a Tax Manager to join their dynamic team. In this role, you'll manage client relationships and ensure timely delivery of tax products and financial reports. With a focus on work-life balance and career growth, this firm offers flexible work...Remote jobFlexible hours
- ...seeking a dedicated Tax Manager to join their dynamic team. This role is crucial for managing client relationships and ensuring timely delivery of tax products and financial reports. You will prepare corporate and individual tax returns while building and strengthening...Remote jobFlexible hours
- ...Massachusetts, is seeking an experienced Accountant and Advisory Senior to manage client portfolios from bookkeeping to year-end closing. The ideal... ...technical skills, and be capable of producing accurate financial reports. The role involves supporting junior team...Remote jobWork from home
- A modern advisory and tax firm in New York is looking for an experienced accountant to manage client portfolios, ensure compliance, and create accurate financial reports. Ideal candidates should have at least a bachelor’s degree in accounting or finance and 3 to 5 years...Remote jobWork from homeFlexible hours
$60k - $70k
JPMorgan Chase is looking for an Internal Client Advisor in Chicago, IL. In this role, you will support financial advisors by managing client relationships and providing... ...opportunity to make a significant impact in financial advisory. #J-18808-Ljbffr JPMorgan Chase$125k - $140k
An advisory consulting firm is looking for a Senior Associate in its Dining Advisory Practice Group. You will lead and manage client engagements, primarily in higher education, focusing on dining services planning and procurement. The ideal candidate has 7+ years of relevant...Remote job- ...strategies that blend culture, content, and commerce, focusing on client briefs and innovative product packaging. The ideal candidate... ...campaign strategy, strong communication skills, and a solid grasp of Gen Z culture. The company offers a collaborative environment with...Remote job
- ...support our cybersecurity consulting efforts. This role involves conducting compliance assessments and providing expert advisory services to clients in ensuring adherence to cybersecurity standards. The ideal candidate should possess CMMC certifications and have demonstrable...Remote job
- ...Winthrop Wealth as the Senior Business Development Specialist. This senior role focuses on disciplined... ...a primary point of contact for high-net-worth clients while building long-term advisory relationships. Located remotely within the U.S., the position offers an estimated...Remote job
- Dovel Technologies, Inc is looking for a Managing Consultant in Life Sciences Advisory. This role involves overseeing Patient Support Programs for pharma clients, managing project teams, and ensuring high-quality deliverables. The ideal candidate will have at least 4 years...Remote job
$125k - $140k
A consulting firm for dining advisory in Chicago is seeking a Senior Associate to lead dining advisory engagements for higher education clients. This role requires significant experience in dining services consulting and expertise in managing contract-driven projects....Remote jobContract work- ...strategic advisor within the Client Accounting Advisory Services team. The successful candidate will lead client engagements, manage month... ...operations. This fully remote role requires strong technical... ...clients, aiming to optimize their financial processes and ensure accurate...Remote job
$112.7k - $193.2k
Stryker Corporation is searching for an Advisory Services Manager to join their Optum Advisory team remotely. This role involves leading consulting engagements across healthcare,... ...efficiency through AI tools, and engaging with clients to enhance operational performance....Remote job$112.7k - $193.2k
The Texas Health Institute is seeking an Advisory Services Manager, a senior consulting expert to work remotely within the U.S. Responsibilities include collaborating with teams, advising clients on AI applications, and leading complex projects. Qualifications require...Remote jobFull time- Orbiss, an advisory and tax firm in Austin, Texas, is seeking an experienced accountant to manage a client portfolio, create accurate financial reports, and support junior team members. Applicants should have strong technical accounting skills and a desire to innovate...Remote job
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