Top 31 Personal Financial Advisors Jobs in Scranton, PA

Tax Expert - Expert Center (Northeast)
Intuit —Scranton, PA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Financial Services Professional- Insurance Sales Agent
New York Life Insurance Company & NYLIFE Securities, LLC. - NEPA General Office —Clarks Summit, PA
- $65,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - Local Tax Office
Intuit —Scranton, PA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - On-Site
Intuit —Scranton, PA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local
Intuit —Scranton, PA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local Branch
Intuit —Scranton, PA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Inside Sales & Service Representative
Hajoca Corporation —Wilkes-Barre, PA
- $18 - $25 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Wellness program
Quick Apply
Resident Advisor Community Health Worker
Volunteers of America of Pennsylvania —Wilkes-Barre, PA
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
Claim Specialist - Property Field Inspection
State Farm —Scranton, PA
- $63,089.65 - $90,000.00 a year
- Overtime
- Mid-level
- Residential
- Analysis skills
- Paid holidays
- Health insurance
Associate Vice President for Retention and Student Success
Marywood University —Scranton, PA
- Doctoral degree
- 5 years
- Residential
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Clarks Summit, PA
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Premier Client Advisor - PNC Wealth Management
PNC Financial Services Group —Clarks Summit, PA
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
Assistant Restaurant Leader (Assistant General Manager)
Raising Cane's —Wilkes-Barre, PA
- $55,000 - $76,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Director, Human Resources
The Wright Center for Graduate Medical Education —Scranton, PA
- Full-time
- Google Workspace
- Master's degree
- Analysis skills
Restaurant Leader (General Manager)
Raising Cane's —Wilkes-Barre, PA
- $60,000 - $98,590 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Outside Sales Professional - Scranton
Tom James Company —Elmhurst, PA
- Full-time
- Office
- Business development
- Entry level
- Profit sharing
- Paid training
Quick Apply
Financial Services Professional - Hybrid Remote (PA)
Bankers Life —Scranton, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Wilkes-Barre, PA
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
14d
Beauty Advisor, Viewmont - Flex
Macy’s —Scranton, PA
- $15.00 - $22.08 an hour
- Part-time
- Merchandising
- English
- Cleaning
- Store discount
- Paid holidays

Discover related jobs

Based on your search for Personal Financial Advisors jobs.

Lead Board Certified Behavior Analyst (BCBA)
Attain ABA Therapy —Scranton, PA
Appropriate state license as required in state of employment. Conduct developmental skills assessments, such as (not limited to) the ABLLS-R, AFLS, and/or VB-…
Up to $120,000 a year
Quick Apply
11d
Board Certified Behavior Analyst (BCBA) Supervisor
New Story Schools (PA) —Wyoming, PA
Master’s degree in Applied Behavior Analysis (ABA) or a related field. Collaborate with school and clinical leaders to maintain compliance and high-quality…
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Accounting Manager
Guardian Water & Power —Columbus, OH
Ensure compliance with federal, state, and local financial, tax, licensing, and regulatory requirements. Monitor company costs, cash flow, A/R, A/P, credit, and…
$70,000 - $80,000 a year
Quick Apply
4d
Part-Time Personal Banker
Heartland Bank —Reynoldsburg, OH
You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services…
5d

Show more jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Scranton, PA

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

Personal Financial Advisors jobs near Scranton, PA

Beauty Advisor jobs in Scranton, PA

Community Health Worker jobs in Wilkes-Barre, PA

Tax Auditor jobs in New York, NY

Tax Specialist jobs in Sault Ste. Marie, MI

Tax Specialist jobs in Lake Of The Ozarks, MO

Clinical Documentation Specialist jobs in Las Vegas, NV

Tax Specialist jobs in Saint Augustine, FL

Tax Specialist jobs in New Jersey

Entry Level Tax Work jobs in New Jersey

Assistant Vice President jobs in Denver, CO

Assistant Vice President jobs in Frederick, MD

Assistant Vice President jobs in Clayton, MO

Assistant Vice President jobs in Phoenix, AZ

Mri Assistant jobs in Ohio

Education Specialist jobs in Los Angeles, CA

Tax Manager jobs in Seattle, WA

Remote Tax jobs in Minneapolis, MN

Tax Specialist jobs in Miami, FL

Tax Specialist jobs in Chesterfield, VA

Family Support Specialist jobs in Sacramento, CA

Tax Expert - Expert Center (Northeast)

Intuit -
Scranton, PA

Apply Now

Job Details

$27 - $41 an hour
6 days ago

Benefits

Employee stock purchase plan
Employee assistance program
401(k) matching
Paid sick time

Qualifications

State tax return preparation
Tax preparation software

Full Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products.

Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience.

Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments.

Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States.

What You’ll Do:

Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness.

Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support.

Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.

Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.

What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including:

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support

Key Qualifications

Who You Are:

EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
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
Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season
Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
Bilingual (English/Spanish) communication skills are a plus
Experience in holistic tax advisory services beyond tax filing

Attributes & Skills:

Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work in a fast-paced environment independently while managing multiple priorities.
Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is
California (Bay Area): $27.00 - $41.00

Southern California: $27.00 - $41.00

Colorado: $26.00 - $39.00

Hawaii: $27.00 - $41.00

Illinois: $26.00 - $39.00

Maine: $23.50 - $35.00

Maryland: $26.00 - $39.00

Massachusetts: $29.50 - $34.47

Minnesota: $23.50 - $35.00

New Jersey: $27.00 - $41.00

New York: $27.00 - $41.00

Ohio: $23.50 - $35.00

Vermont: $26.00 - $39.00

Virginia: $26.00 - $39.00

Washington: $27.00 - $41.00

Washington, DC: $26.00 - $39.00

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Scranton, PA

Tax Expert - Expert Center (Northeast)

Financial Services Professional- Insurance Sales Agent

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Branch

Inside Sales & Service Representative

Resident Advisor Community Health Worker

Claim Specialist - Property Field Inspection

Associate Vice President for Retention and Student Success

Premier Client Banker - PNC Wealth Management

Premier Client Advisor - PNC Wealth Management

Assistant Restaurant Leader (Assistant General Manager)

Director, Human Resources

Restaurant Leader (General Manager)

Outside Sales Professional - Scranton

Financial Services Professional - Hybrid Remote (PA)

Account Manager - Commercial Insurance (Construction/Contractors)

Beauty Advisor, Viewmont - Flex

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Scranton, PA

Explore jobs in more locations

Overview

Job Seeker Tools

Employer Tools

Browse

Stay Connected