Top 1399 Financial Advisor/Entrepreneur Jobs

Accountant
Club Capital, LLC —Remote
- $0 a year
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development experience
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Business Transactions Attorney
Omni Staffing —Annapolis, MD
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- Business development experience
- Senior level
- Communication skills
- 401(k)
- Paid time off
Quick Apply
14d
Financial Advisor
Northwestern Mutual - Twin Cities —Eau Claire, WI
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Paid training
- Health insurance
Quick Apply
Director of Tax Central
Gradient Financial Group —Saint Paul, MN
- $75,000 - $150,000 a year
- Full-time
- CPA
- Business development experience
- Presentation skills
- Paid holidays
- Health insurance
Quick Apply
6d
Financial Advisor
Northwestern Mutual —Louisville, KY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
5d
International Franchise seeks Print Production Specialist
Minuteman Press International —San Fernando Valley, CA
- $55,000 - $60,000 a year
- Full-time
- Sales
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Cornerstone Advisor Group —Richmond, VA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Business development experience
- Communication skills
- Opportunities for advancement
Quick Apply
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development experience
- Health insurance
- Dental insurance
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Jamison, PA
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Business Development Representative
High Rise Capital —New York, NY
- $90,000 - $450,000 a year
- Urgently hiring
- Customer service
- Office
- Business development experience
Quick Apply
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Sr. Advisor or Director, Advanced Nuclear
New York State Energy Research —New York, NY
- $141,581 - $197,170 a year
- Full-time
- 5 years
- Data analysis skills
- Master's degree
Staff Accountant (CPA)
Partners In Action, Inc. —Grand Rapids, MI
- $80,000 - $100,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Indirect Tax-Excise Tax-Manager
EY —Houston, TX
- $91,700 - $191,000 a year
- Microsoft Excel
- CPA
- 5 years
- Paid holidays
- Health insurance
Sr. Advisor or Director, Advanced Nuclear
New York State Energy Research —Albany, NY
- $141,581 - $197,170 a year
- Full-time
- 5 years
- Data analysis skills
- Master's degree
Financial Representative
Northwestern Mutual —Bowling Green, KY
- $52,000 - $252,000 a year
- Full-time
- Sales
- Office
- Business development experience
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor (Career Changers Apply!)
Northwestern Mutual —Meridian, ID
- $61,850 - $137,160 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Princeton, NJ
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Fargo, ND
- $61,000 - $119,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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Accountant

Club Capital, LLC -
Remote

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Job Details

Full-time
$0 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer relationship building
Client retention
Customer relationship management

Full Job Description

About Club Capital, LLC

Club Capital LLC is a rapidly growing business management services firm, providing: accounting, tax, advisory and digital marketing solutions to clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, payroll, bookkeeping, industry analytics, and bench-marking services. Our success is fueled by empowering our clients to achieve their full potential as small business owners and entrepreneurs.

Club Capital is dedicated to empowering our employees to achieve their utmost potential and drive growth professionally and personally. We achieve this by fostering an environment that thrives on honesty, integrity, transparency, curiosity, and humility! We are a remote first organization to foster work/life balance.

Position Overview

As a Client Advisor you should be passionate about providing small business owners with the best customer experience they have ever seen. Client Advisors at Club Capital should possess an entrepreneurial mindset to manage a portfolio of business advisory clients. You will become a trusted advisor in many areas of the clients day to day operations; from reviewing monthly financial statements and working with them to review their business’ financial statements, establish targets, set goals to help them grow, and offer controller and CFO advisory services. Client Advisors serve as a primary point of contact for the clients within their portfolio and are expected to be able to understand accounting, business financials, while working closely with internal teams to support and perform additional duties for our more complex clients.

A Client Advisor at Club Capital, will create a business advisory relationship with their clients through email, chat, and Zoom calls on a regular basis. A true partnership between the client and serving as subject matter expert in accounting and finances to ensure client success. Client Advisors will be responsible for coordinating and overseeing the monthly accounting for your client portfolio, facilitating their monthly financial reporting, and supporting in other key service areas.

Duties / Responsibilities

Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
Prepare financial statements to facilitate the clients decision making process
Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close
Prepare budgets and revenue targets with clients
Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends
Address payroll questions/concerns and provide first-level troubleshooting
Delight customers with expert guidance and support
Manage personal workload to deliver high quality work products on time
Effectively communicate with internal and external stakeholders and management on established performance expectations
Work across teams to keep others informed of client status (i.e. Tax, client experience)
The desire to grow and expand your client portfolio and advisory services, willingness to become CFO certified.

Requirements / Qualifications

Minimum of 2 years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials (Required)
B.S or M.S in Accounting or Business or equivalent experience
No less than 1 year of related experience in a client facing role
Ability to manage multiple clients, tasks, and projects simultaneously
Solutions driven individual who is exceptional at deadlines and problem solving
Excellent verbal and written communication skills
Well organized and strong attention to detail
Ability to provide exceptional client service along developing lasting client relationships

We offer a competitive total rewards package to include: Fully remote, competitive compensation package, medical, dental, vision, 401k with company match, PTO, paid holidays.

Quick Apply

Refine Your Search

Financial Advisor/Entrepreneur jobs

Accountant

Financial Advisor

Business Transactions Attorney

Financial Advisor

Director of Tax Central

Financial Advisor

International Franchise seeks Print Production Specialist

Financial Advisor

Relationship Manager I

Financial Advisor with Training and Licensing Support

Business Development Representative

Financial Sales Associate

Sr. Advisor or Director, Advanced Nuclear

Staff Accountant (CPA)

Indirect Tax-Excise Tax-Manager

Sr. Advisor or Director, Advanced Nuclear

Financial Representative

Financial Advisor (Career Changers Apply!)

Financial Advisor with Training and Licensing Support

Financial Advisor

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