Top 1438 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
Content Writer for Professional Advisor (Part Time, Contract, Remote)
Business Broker Growth —Remote
- $20 an hour
- Part-time
- Remote
- Mid-level
- Flexible schedule
Quick Apply
6d
Relationship Manager - Financial Services
Advyzon —Remote
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Communication skills
Quick Apply
Associate Financial Advisor
Clarendon Capital Management LLC —Chicago, IL
- Mid-level
- Bachelor's degree
- Accounting
Quick Apply
Associate Financial Advisor / Paraplanner
Farther Finance —San Francisco, CA
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Life Insurance Agent – Training Provided
Revival Financial —Remote
- $120,855.94 - $150,374.89 a year
- Part-time
- Remote
- Background check
- Spanish
- Computer literacy
- Work from home
- Flexible schedule
Quick Apply
9d
Investment Banking Analyst
CSG Partners —New York, NY
- $90,000 - $100,000 a year
- Urgently hiring
- Writing skills
- Office
- Finance
- Employee stock ownership plan
Quick Apply
Project/Program Manager with Experience with the US Department of Veterans Affairs
Artemis Connection —Remote
- $70 - $80 an hour
- Contract
- Remote
- 5 years
- Travel
- Senior level
Quick Apply
Senior Accountant – Assurance Services
Burke CPAs & Advisors —Cincinnati, OH
- From $92,000 a year
- Full-time
- CPA
- Office
- GAAP
- Health savings account
- Paid holidays
Quick Apply
Executive Assistant
SpringTerra Consulting —Aspen, CO
- $120,000 - $160,000 a year
- Weekends as needed
- Google Workspace
- Office
- 3 years
- Paid time off
Quick Apply
Financial Representative/Advisor
Integrated Financial Concepts —Red Bank, NJ
- $71,284 - $200,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
11d
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
11d
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
Registered Investment Advisor
Driscolls Recruiting —Braintree, MA
- $90,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Louisville, KY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
9d
Full-Time Financial Representative (Paid Licensing & Training!)
Northwestern Mutual —Middleton, WI
- $75,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Chief Development Officer
American Humane —Washington, DC
- $230,000 - $250,000 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
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
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Sales Representative
Northwestern Mutual —Janesville, WI
- $100,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Business development experience
- Health savings account
- Disability insurance
Quick Apply
9d

I want to receive the latest job alert for Financial Advisor/Entrepreneur

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Financial Advisor/Entrepreneur jobs near

Accountant

Club Capital, LLC
Remote

Quick Apply

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

Content Writer for Professional Advisor (Part Time, Contract, Remote)

Relationship Manager - Financial Services

Associate Financial Advisor

Associate Financial Advisor / Paraplanner

Life Insurance Agent – Training Provided

Investment Banking Analyst

Project/Program Manager with Experience with the US Department of Veterans Affairs

Senior Accountant – Assurance Services

Executive Assistant

Financial Representative/Advisor

Director of Tax Central

Financial Advisor

Registered Investment Advisor

Financial Advisor

Full-Time Financial Representative (Paid Licensing & Training!)

Chief Development Officer

Staff Accountant (CPA)

Financial Advisor

Financial Sales Representative

I want to receive the latest job alert for Financial Advisor/Entrepreneur

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected