Jobs near Orange: 2,118
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Relevance Score ranked on: ADVISOR
Senior Home Lending Advisor - Milford, CT - Milford Branch
Milford
Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team...
Search Terms: Lending, Advisor, Customer Experience, Home, Senior
84.2
4.1mi
Updated: December 22
Block Advisor Tax Associate
West Haven
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS support. Support office prioriti...
Search Terms: Tax, Associate, Advisor, Accounting, Support
82.8
3.1mi
Updated: December 22
Block Advisors Tax Advisor
Southbury
Build year-round client relationships. Provide tax preparation, tax audit support and tax planning year-round. Create confidence in our clients by conducing tax interviews face to face and through virtual tools – (video conferencing, phone, chat, email)Generate business growth, increase client retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
81.7
17mi
Updated: November 11
Financial Accounting and Advisory Services (FAAS) Senior Manager
New Haven
Regarded as a Subject Matter Expert within business unit and shares knowledge Make recommendations on internal department procedures Recognize business opportunities for our clients and for CBIZ Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicat...
Search Terms: Accounting, Manager, Advisor, Senior, Financial
79.6
5.4mi
Updated: December 13
Financial Accounting and Advisory Services (FAAS) Manager
New Haven
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical an...
Search Terms: Accounting, Manager, Advisor, Financial, Client Relations
79
5.4mi
Updated: November 17
Block Advisors Receptionist
West Haven
Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs. Schedule clients how they would like to be scheduled. Help to ensure all clients needs have been met during service both in person, over the phone or ...
Search Terms: Receptionist, Advisor, Accounting, Administrative
78.8
3.1mi
Updated: November 11
Business Change Advisor
WALLINGFORD
Helps build and support the company's change network. Communicates information from a variety of sources through newsletters, dashboards and presentations. Promotes benefits of function within region as well as throughout the company. Minimum Requirements:Requires a BA/ BS and minimum of 2 years rela...
Search Terms: Advisor, Business, Accounting, Healthcare, Experience
78.8
16mi
Updated: December 20
Benefit Advisor - LOA
New Haven
1. Provides first point of contact support to incoming calls/emails/cases with goal of resolving at first contact. Responsible for managing to completion all activities associated with assigned cases or queries. Owns case management process, including opening cases (create a case for at least 60% of ...
Search Terms: Advisor, Customer Service, Administrative, Healthcare, HR
78.6
4.5mi
Updated: November 23
Financial Accounting and Advisory Services (FAAS) Senior Consultant
New Haven
Review Consultant work product and provide feedback Responsible for completion of engagements, including managing all aspects of project Conduct solid analysis; deliver solutions for internal and external clients Attain revenue objectives Adhere to engagement budget constraints and complete assigned ...
Search Terms: Accounting, Consultant, Financial, Advisor, Senior
78.1
5.4mi
Updated: November 20
Financial Advisor
New Haven
Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be ...
Search Terms: Financial Advisor, Financial Planning, Advisor, Financial, Asset Manager
78
5.4mi
Updated: December 07
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