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Advisor Services Client Support

Irving,TX

1245 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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Senior Tax Expert – Retail

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.
  • 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

Coppell, TX 75019

~ 22 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.
View now
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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.
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Financial Advisor - PNC Wealth Management

PNC Bank

Dallas, TX 75215

New, Posted 21 hours ago
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Client Service Specialist

Spectrum

Coppell, TX 75019

~ 22 min Onsite

  • This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.
  • Holds a valid and active state driver's license and maintains safe driving record
  • Ability to travel up to 70% of the time, primarily within area of responsibility
  • Ability to read, write, speak and understand English
  • Skilled at developing and executing strategic account plans customized for key prospects and customers
  • Experienced in supervising teams and managing office procedures
  • Ability to organize, implement and maintain sales goals
  • Demonstrated history of leadership position/team lead in fast-paced environments requiring teamwork, flexibility, and change management
  • Proven organizational development and business skills
  • Conversant with technology and networking technologies
  • Above-average business analysis skills using MS Office tools and Salesforce.com or similar CRM
SmartExplore AI is experimental.
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Quick Lube Service Advisor

Sun Auto Tire & Service

Flower Mound, TX 75028

$30,000/yr
~ 27 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Possess a valid driver's license
  • Must be at least 18 years of age
  • Ability to work a minimum of five days, including weekends
  • Professional appearance and proven ability to work in a process-driven environment
  • Technical Proficiency: Basic computer skills for scheduling, billing, and record-keeping tasks
SmartExplore AI is experimental.
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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.
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Work From Home Insurance Sales

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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