Paraplanner
CPA Connections
Accurate, detail-oriented and performance-driven finance professional accustomed to working in fast- paced business environments. Holding 5+ years of extensive experience in coordinating financial transactions, establishing new financial procedures and processes, as well as performing liaison functions. Effective communicator possessing a highly professional attitude, ability to work in team environments, strong attention to detail and excellent analytical skills. Experience 8+ years experience. Education Bachelors of Science- Finance, University of West Georgia #J-18808-Ljbffr
- Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance...Suggested
- Position Type: Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered...Suggested
$77k - $202k
Industry/SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved...SuggestedFull timeH1b$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...SuggestedLocal areaVisa sponsorship$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...SuggestedFull timeWork experience placementLive inWork at officeLocal area$140.3k - $210.5k
Your work days are brighter here.We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can...Full timeRemote workHome officeFlexible hours$77k - $202k
Industry/SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring...Full timeH1b$59.1k - $196k
We are…We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn’t mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making...Full timeWork experience placementLive inWork at officeLocal area$110.7k - $218.3k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite...Local areaVisa sponsorship$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...Work at officeLocal areaVisa sponsorship$96.88k - $127.15k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health...Full timeWork at officeRemote work$78.3k - $151k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Full timeInterim roleWork at office$165k - $200k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Company DescriptionSonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled...Permanent employmentFull timeH1b
$105.4k - $207.8k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization...Local areaVisa sponsorship- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being...Full timeWork at officeImmediate startMonday to FridayShift workDay shift
- Financial Counselor Overview: All activities associated with providing insurance and financial counseling to organ transplant potential candidates, candidates, donors, recipients and their families in order to provide a more thorough understanding of their financial responsibilities...Work experience placementWork at office
- Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on...Work at officeLocal areaNight shift
- About Us Located in Morrow, Georgia, Clayton State University is roughly 15 miles southeast of downtown Atlanta. The university offers employees an adaptable, collaborative environment that fosters professional and personal development. The university is committed...Work at officeNight shiftWeekend work
$57k
Financial Representative at Western & Southern Life Western & Southern Life, part of the Western & Southern Financial Group, a Fortune 500 company, invites you to join our team as a Financial Representative. In this role you will work with current and prospective clients...Full timeWork at officeFlexible hours- Whatever the role, everyone at Grady is part of something bigger. Choosing a career at Grady is choosing to be part of a legacy of service and commitment to our communities. If you want to make a difference, we want to hear from you. Job Summary The Financial Counselor...Second jobFlexible hours
$120k - $150k
Job Description Job Description Bridgepoint Consulting is a leading management consulting firm that helps companies navigate every stage of the business lifecycle, from startup through IPO readiness. We provide finance, technology, and risk/compliance services that...Full timeInterim roleLocal areaRemote work$50k - $70k
Pay Range and Compensation Base pay range: $50,000.00/yr - $70,000.00/yr Additional compensation: Annual Bonus About the Company Patton Albertson Miller Group, LLC manages over $1.8 billion in assets. We seek candidates who enjoy serving clients, building trust, and developing...Full time- About Allworth Financial Allworth Financial ( is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions...Full timeContract workPart timeInternshipWork at officeWork from homeFlexible hours
- Career Opportunities with The Forge Companies A great place to work. Careers At The Forge Companies Share with friends or Subscribe! Are you ready for new challenges and new opportunities? Join our team! Current job opportunities are posted here as they become available...
- Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. Were owned and operated by and for the benefit of our members. We specialize in retirement planning, investments...Full timeWork at officeFlexible hours
- Job Description Job Description Description Thought Logic Consulting is a functionally-led, digitally enabled consultancy that exists at the intersection of business transformation and technology innovation. We partner with clients to solve their most complex business...Local areaFlexible hours
- Regional Director and Recruiter for 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...Full timeLocal area
- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly...Local area
- Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Paraplanner. Be the first to apply!



