QuickBooks Pro Advisor Salary at Dale & Associates BETA

We Are: Accentures Global Responsible AI team within the Global Data & AI Practice. AI is becoming more pervasive, more powerful and more accessible. With these new opportunities come increased risks. We work with leading organizations to ensure AI is designed, built and deployed in a manner that engenders trust and adheres to laws, regulations and ethical norms. Our Responsible AI strategy will enable us to embed responsibility into all of Accentures data and AI activities. Were developing and deploying differentiated IP and Responsible AI solutions with our ecosystem partners. Well be engaging regulators to help shape the policy agenda, conducting pioneering research with academia and offer training and resources to our clients through the Responsible AI Academy. The risks of AI are real and well- known. Lets help our clients turn those risks into opportunities. You are : We are seeking experts who have a deep understanding of policy, standards and regulation of AI , and who can tran

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We’re glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office

Introduction Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview This role requires Active Compact Registered Nursing license within resident state or California RN license with additional non-compact state licenses. Concierge Nurse Consultant Role: Gallagher Bassett’s GBCARE division is looking for a bilingual nurse to join its new Clinical Concierge group. Clini

Job Description Job Description Who We Are Thoroughbred Financial Services, LLC (TFS) is an independent, full-service financial consulting firm based in Brentwood, Tennessee, with satellite offices in Columbia, Tennessee, Jackson, Tennessee and Knoxville, Tennessee. TFS, as a licensed Broker/Dealer and Registered Investment Adviser, offers planning and investment services to a select clientele of successful businesses and professionals. TFS is registered as a Broker/Dealer in 30 states and has a primary marketing area that includes Tennessee, Alabama, Georgia, Indiana, Kentucky and Mississippi. Forty-three registered representatives are licensed through TFS, 28 of which are also registered through TFS as investment adviser representatives. The firm has a total staff of approximately 55 people, which includes a corporate attorney, a tax attorney and a CPA. Role and Responsibilities The role of the sales assistant is to provide administrative support to the financial advisors and direct

Job Description Job Description We are seeking a skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide comprehensive financial advice and guidance to clients, helping them achieve their financial goals and objectives. This is an excellent opportunity for individuals who are passionate about finance and enjoy building strong relationships with clients. Duties: - Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning - Conduct thorough financial assessments to understand clients' current financial situations and future goals - Develop customized financial plans based on clients' needs and risk tolerance - Monitor clients' investment portfolios and make recommendations for adjustments as needed - Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice - Build and maintain strong relat

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing cust

About the job Tristate Financial Advisors (TFA) provides the ability to create your own financial success by helping clients enjoy their own. Previous finance experience isn’t required to join our team; however, the ability to quickly pick up on market trends, great people skills, a strong work ethic, and an entrepreneurial spirit are certainly prerequisites to excel in this career. We will provide you with extensive training, resources, and the support you’ll need to be better than your best. Being a Tristate Financial Advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of satisfaction in their futures. Unlike most advisors, we go beyond the traditional focus of our clients personal and financial lives by considering a more important aspect of their financial picture: their profession. Daily, our advisors: Identify and set appointments with potential clients. Meet w

Overview: Imperial Dade, a leading North American distributor, has a Sales Consultant role available! Join our strong and continuously evolving group, helping to continue to grow our business. Imperial Dade is a great place to take that next step if you are eager for your next opportunity. The Sales Consultant develops and grows our business by identifying and qualifying new leads, building relationships with potential customers, and closing deals. The ideal candidate has a proven track record of success in identifying customer needs, developing and presenting solutions, and exceeding sales goals! Imperial Dade is the leading independently owned and operated distributor of foodservice packaging and janitorial supplies in North America. As a provider of customized supply chain solutions, we serve customers in many business-to-business market segments including restaurants, grocery stores, healthcare, sports and entertainment, and cruise lines. Founded in 1935 and headquartered in New Je