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Financial Services Associate

Plano,TX

1866 Financial Services Associate jobs in Plano,TX

New, Posted 21 hours ago
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Financial Services Rep - Remote, No Experience Needed

Globe Life

Plano, TX

RemoteUrgently Hiring

  • 18+
  • Computer and dedicated workspace
  • 1099 independent contractor
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Tax Associate – TurboTax Store

Intuit

Plano, TX 75023

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.
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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
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New, Posted 1 day ago
Seasonal Retail Sales Associate-NORTHPARK CENTER

Bath and Body Works

Dallas, TX 75225

~ 26 min OnsiteFlexible Schedule

  • Must be available to work peak days and times, including varied shifts of evenings, weekends, and holidays
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New, Posted 18 hours ago
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Mac Tools Franchise Owner – Credit Check Required

Mac Tools

Van Alstyne, TX 75495

~ 34 min OnsiteUrgently HiringFlexible Schedule

  • Credit Check Required
  • To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential.
  • A strong credit profile
  • An initial down payment
  • Your financial strength is a key factor in our franchise approval process
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Sales Professional - Insurance - Financial Services

Valentine Financial Group

Plano, TX 75086

Remote

  • An active life insurance license is required to conduct business.
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Remote Financial Protection Rep

Zuzick Organization

Plano, TX

Remote

  • 100% Virtual
  • 40 Hours per Week
  • Remote Work: Enjoy the flexibility of a full-time remote role.
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New, Posted 10 hours ago
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Specialist, Program Finance

L3Harris Technologies

Plano, TX 75023

Bilingual Preferred
New, Posted 1 day ago
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Sales Executive - Financial Institutions

Dei Incorporated

Plano, TX

$90,000/yr
RemoteHealth InsurancePaid Time OffRetirement Benefit

  • Current Texas resident.
  • Proven B2B sales experience involving complex, relationship-driven solutions.
  • Experience selling products or services to banks, credit unions, or other financial institutions.
  • Demonstrated ability to sell directly to executive-level decision-makers.
  • Strong professional presentation and communication skills.
  • Ability and willingness to travel approximately 2–3 nights per week initially, primarily by vehicle.
  • Ability to independently manage a large geographic territory and maintain consistent field activity.
  • Ability to fully meet the time, travel, and performance requirements of a full-time sales position.
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Manager, Business Tax Services - 5500 Preparation

KPMG

Dallas, TX 75217

~ 26 min OnsiteHealth InsuranceRetirement Benefit

  • Minimum five years of recent, relevant experience in employee benefit plan compliance, tax or audit, with at least two years in a supervisory or leadership rol
  • Bachelor's degree from an accredited college or university
  • Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing
  • Any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
  • Deep understanding of ERISA and IRS regulations related to employee benefit plans
  • Proven leadership, project management and problem-solving abilities
  • Excellent communication and interpersonal skills, with a track record of building strong client and team relationships
SmartExplore AI is experimental.
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