Financial advisor napa jobs 1 -2 of 2 (0.001s)

Wealth manager assistant (jb5812)

JohannesburgKontak Recruitment

...a Broker Assistant or Wealth/Financial Advisor Assistant supporting an advisor’s client portfolio Experience supporting investments and related product administration (quotes, submissions, follow-ups) Proficient in MS Word, Excel, and PowerPoint Experience working on a CRM system and keeping client data [...]

Category Management & Consulting

20 days ago in PostJobFree

Tax manager

Bakersfieldadecco

...and a key strategic advisor to our clients. You will lead the tax lifecycle—from managing complex compliance for diverse entities to identifying sophisticated tax-planning opportunities. This role balances technical "in-the-trenches" review with high-level team leadership and client relationship management.Key Areas of [...]

Category Banking, Insurance, Finance & Accountancy

15 days ago in Adecco

Financial advisor napa jobs 1 -2 of 2 (0.001s)

Wealth manager assistant (jb5812)

Tax manager

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