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Advisor Services Client Support

Irving,TX

1019 Advisor Services Client Support jobs in Irving,TX

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Financial Advisor

First Command

Addison, TX 75001

Paid Relocation to Addison, TX

Remote

  • Bachelor's degree
  • Military experience or affiliation
  • Proven leadership skills
SmartExplore AI is experimental.
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Tax Associate – TurboTax Store

Intuit

Fort Worth, TX 76104

~ 32 min OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
SmartExplore AI is experimental.
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Benefits Advisor - Flexible Schedule

Everett and Associates

Dallas, TX 75217

~ 24 min OnsiteFlexible Schedule

  • State and federal laws require licensing to sell certain insurance products.
  • Ability to obtain a license is required.
SmartExplore AI is experimental.
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Tax Associate – TurboTax Store

Intuit

Irving, TX 75061

OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
SmartExplore AI is experimental.
View now
Apply Directly
Financial Advisor

First Command

Dallas, TX 75217

Paid Relocation to Dallas, TX

Remote

  • Bachelor's degree
  • Military experience or affiliation
  • Proven leadership skills
SmartExplore AI is experimental.
View now
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Financial Advisor - PNC Wealth Management

PNC Bank

Carrollton, TX 75011

New, Posted 1 day ago
Recommended
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Account Specialist

Spectrum

Dallas, TX 75240

RemoteUrgently Hiring

  • 1+ years' of overall work experience, ideally in an office setting
  • Demonstrated ability to develop positive working relationships with Sales Executives and other cross functional support departments.
  • Need to be able to adapt to change quickly, as well as be able to prioritize and handle multiple tasks with competing deadlines.
  • Strong data entry skills and attention to detail
  • Experience with computer software including MS Office and Spreadsheets with a focus on Excel or Google Sheets
SmartExplore AI is experimental.
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Work From Home Sales Coordinator

HMG Careers

Irving, TX

RemoteChat NowHealth Insurance

  • You must hold or be willing to obtain the life-insurance license required in your province or state.
  • Applicants must be legally authorized to work in Canada or the United States.
SmartExplore AI is experimental.
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Recommended
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Entry-Level Benefits Advisor - Training Provided

Sellors Agencies

Arlington, TX 76010

Paid Relocation to Arlington, TX

RemoteFlexible Schedule

  • This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance
  • State and federal laws require licensing to sell certain insurance products.
  • Ability to obtain a license is required
SmartExplore AI is experimental.
View now
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Work From Home Insurance Sales - $60K-$90K Avg

Globe Life Virtual Sales

Irving, TX

RemoteFlexible Schedule

  • No Experience Required
  • No prior experience is required
  • Reliable internet and a quiet workspace
SmartExplore AI is experimental.
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