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Reposted 20 Hours AgoSaved
Remote
USA
81K-125K Annually
Mid level
81K-125K Annually
Mid level
Financial Services
The Paralegal will support the legal team with drafting contracts, legal research, compliance, and merger & acquisition activities, while collaborating with various departments.
Top Skills: Microsoft Office Suite
Reposted 20 Hours AgoSaved
Remote
USA
87K-153K Annually
Senior level
87K-153K Annually
Senior level
Financial Services
The Content Strategist & Finance Writer will create investment-focused content, collaborate with teams, track performance, and refine strategies for better engagement.
Top Skills: CanvaDrupalMicrosoft Office SuiteWrike
Reposted 20 Hours AgoSaved
Remote
USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Financial Services
The Sr. Tax Advisor will provide tax advice, planning, return preparation, and improve client satisfaction through teamwork, while maintaining tax expertise.
Top Skills: Cch AxcessExcelProsystems
Reposted 3 Days AgoSaved
Remote
USA
95K-153K Annually
Senior level
95K-153K Annually
Senior level
Financial Services
The Advisor Marketing Manager will oversee the Premium+ marketing program, lead a team, and collaborate across departments to enhance advisor support and client experience.
Top Skills: CanvaFmg SuiteMS OfficeSalesforceWistiaWrike
Reposted 6 Days AgoSaved
Remote
USA
51K-71K Annually
Junior
51K-71K Annually
Junior
Financial Services
Prepare and review tax returns, assist in tax planning, research tax issues, maintain compliance, and support tax operations.
Top Skills: Cch AxcessExcelTax Software
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Reposted 6 Days AgoSaved
Remote
USA
164K-247K Annually
Senior level
164K-247K Annually
Senior level
Financial Services
The Client Pricing Director will lead pricing strategy, oversee pricing governance, conduct market analysis, and develop pricing innovation while collaborating across teams to optimize organizational pricing capability.
Top Skills: Microsoft Office SuitePricemetrixSalesforceWorkday
Reposted 10 Days AgoSaved
Remote
USA
100K-115K Annually
Mid level
100K-115K Annually
Mid level
Financial Services
The Tax Advisor prepares tax returns, provides tax planning advice, conducts research, fosters teamwork, and maintains tax expertise while collaborating with clients and internal teams.
Top Skills: Cch AxcessCch IntelliconnectExcelProsystems
Senior level
Financial Services
The Regional Vice President will lead client acquisition efforts, support financial advisory teams, and drive revenue through strategic client relationships.
Top Skills: Salesforce
Reposted 13 Days AgoSaved
Remote
USA
56K-90K Annually
Junior
56K-90K Annually
Junior
Financial Services
The Internal Sales Specialist supports Regional Vice Presidents in acquiring new client relationships, manages leads, oversees the sales cycle, and coordinates with sales teams.
Top Skills: MS OfficeMoneyguideSalesforce
Reposted 17 Days AgoSaved
Remote
2 Locations
40K-71K Annually
Junior
40K-71K Annually
Junior
Financial Services
The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.
Top Skills: Salesforce
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