50,838 Client advisory jobs in United States
- Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
Goldman SachsWest Palm Beach, FLSupport and attend internal and external client meetings to discuss XIG public market views and platform offerings via in-person or Zoom client meetings, calls……24h - Counselor
Connections Family and Individual ServicesBastrop, TX$49K - $50K (Employer provided)Provide counseling using evidenced-based therapeutic interventions for at-risk youth and their families; provide curriculum-based skills training for parents……10d - Tax Senior Associate
WebsterRogersBluffton, SC$66K - $87K (Glassdoor est.)CPA license or eligible to sit for the CPA exam. Guide and develop staff throughout engagements, offering timely, honest, and constructive feedback to support……24h - Financial Advisor -Greater Columbus, OH
ThriventColumbus, OHWe offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66……30d+ - Board Certified Behavior Analyst (BCBA)
Mosaic Pediatric TherapyKernersville, NC$98K - $115K (Employer provided)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses……30d+ - Tax Senior AssociateWebsterRogersFlorence, SC$64K - $85K (Glassdoor est.)CPA license or eligible to sit for the CPA exam. Guide and develop staff throughout engagements, offering timely, honest, and constructive feedback to support……24h
- Lead AdvisorInfinity Wealth GroupChesterfield, MO$160K - $496K (Employer provided)*Structured 90-Day Execution Plans: *Every client gets a structured 90-day implementation plan with clear steps and accountability.…30d+
- M&A Tax Director
Wolf & Company, PCBoston, MA$180K - $220K (Employer provided)Deep knowledge of U.S. federal income tax with strong understanding of state and local tax considerations. We are seeking a dynamic and experienced individual……30d+ - Audit Manager
Haynie & Company PCLittleton, CO$110K - $145K (Employer provided)Bachelor’s degree in Accounting or related field with CPA license. Serving as a trusted advisor to clients, you’ll apply your technical expertise to identify……30d+ - Experienced Public AccountantEvers Cox Gober PLLCEl Dorado, ARECG is seeking an experienced accountant with at least two years of public accounting and tax preparation experience to join our growing team.…7d
- Registered Client Administrative Manager
Steward Partners Global AdvisorySarasota, FL$68K - $102K (Glassdoor est.)Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs through proactive client……21d - Full-Time CPA / Tax & Financial Planning AssociateAaron L Watson CPAMcCormick, SC$90K - $120K (Employer provided)Willingness to pursue appropriate licensing if not currently licensed. The ideal candidate is a licensed CPA with strong tax experience and an interest in……19d
- Bilingual Portuguese- Tax AssociateACP TAX ADVISORYMiami, FL$60K - $75K (Employer provided)Assist clients with IRS and state tax notices and correspondence. Communicate directly with clients to request documentation, answer tax-related questions, and……3d
- Client Accounting Services (CAS) Manager
Tompkins & Peters CPAsHamilton, MT$85K - $120K (Employer provided)CPA license or CPA candidate. You'll regularly meet with business owners to discuss financial results, answer questions, identify opportunities, and help……9d - Tax Senior AssociateWebsterRogersMyrtle Beach, SC$65K - $87K (Glassdoor est.)CPA license or eligible to sit for the CPA exam. Guide and develop staff throughout engagements, offering timely, honest, and constructive feedback to support……24h
- Registered Client Administrative ManagerSteward Partners Global AdvisoryWinnetka, IL$75K - $114K (Glassdoor est.)Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days).…30d+
- Certified Financial Planner Professional
Galecki Financial ManagementFort Wayne, IN$100K (Employer provided)Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field. CFP® certification in good standing.…30d+ - Junior Structural Engineer
Base Design GroupPortland, ME$70K - $85K (Employer provided)This individual will work with senior engineers and will be responsible for performing structural analysis, engineering design, and drafting tasks for cold-……30d+ - CPA - Tax Review & Client AdvisoryHahn Certified Public AccountantsEagle, ID$125K - $225K (Employer provided)Review staff-prepared work and provide coaching and technical guidance. Retirement plan with employer matching. Research and resolve complex tax issues.…2d
- Board Certified Behavior Analyst (BCBA)Mosaic Pediatric TherapyWinston-Salem, NC$98K - $115K (Employer provided)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses……30d+
- Financial Advisor - Indianapolis and surrounding areaThriventIndianapolis, IN$150K (Employer provided)We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66……30d+
- Tax Senior AssociateWebsterRogersCharleston, SC$64K - $85K (Glassdoor est.)CPA license or eligible to sit for the CPA exam. Guide and develop staff throughout engagements, offering timely, honest, and constructive feedback to support……24h
- Board Certified Behavior Analyst (BCBA)Mosaic Pediatric TherapyMidlothian, VA$97K - $107K (Employer provided)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses……30d+
- Tax Manager - InternationalWolf & Company, PCBoston, MA$115K - $160K (Employer provided)Demonstrate expertise in preparing and filing amended and delinquent U.S. tax returns, including international information returns; advise clients on IRS……30d+
- Registered Client Administrative ManagerSteward Partners Global AdvisoryBirmingham, AL$65K - $95K (Glassdoor est.)Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,……30d+
- Insurance and Financial Services Professional
New York LifeRidgeland, MS$75K - $115K (Employer provided)All the tools needed to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools……30d+ - Tax Manager – Tax Strategy (Flex Arrangements)Ross & Moncure, Inc.United States$100K - $150K (Employer provided)You will own the technical analysis on multi-jurisdictional planning, partnership allocations and structuring —advising both external clients and internal tax……30d+
- Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
T. Rowe PriceOwings Mills, MD$99K - $146K (Employer provided)We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race,……30d+ - Associate Project Manager, Commercial Real Estate & ConstructionKeyser Commercial Real EstateScottsdale, AZ$58K - $70K (Employer provided)Valid driver’s license and willingness to travel locally to meetings and job sites, with occasional out-of-state travel. What We’re Looking For:*.…30d+
- Senior AccountantMachen McChesney, LLPAuburn, AL$72K - $78K (Employer provided)CPA license or in active progress toward CPA certification (successful completion of one or more exam sections). Plan and perform small audits.…7d
Goldman Sachs
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
West Palm Beach, FL
