Investment Advisor Salary at Andy Allen BETA

Job Description Job Description Currently seeking experienced Tax accountant and Bookkeeper to join Southwest Business Consultants, Inc. for Federal and State tax compliance work including tax preparation, and bookkeeping with a minimum of 2-3 years' experience. Our office provides multiple services including consulting on Federal & State taxes, insurance, investments, real estate, financial planning and other related matters. Job Type: Federal and State Tax Accountant / Bookkeeper Full-time / Part-time Salary: $24.00 - $30.00 + per hour commensurate with experience and skill level Benefits * Employer matching Simple IRA * Disability insurance * Health insurance * Paid time off including accrued time and holidays * Prefer in person, willing to discuss remote work Office Hours: Monday through Friday Qualifications Education * Bachelors or Associates degree in accounting License/Certifications QuickBooks certified or proficient Responsibilities & Skills * Start to finish tax prep for bas

Job Description It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-

Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin TX market. Job Summary Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of investment products and services. About UFCU As Austins largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. Were proud to focus on people not profits. We deliver fair and honest products and outstanding ser

Saronic Technologies is a leader in revolutionizing defense autonomy at sea, dedicated to developing state-of-the-art solutions that enhance maritime operations for the Department of Defense (DoD) through autonomous and intelligent platforms. About the Role: Saronic is looking for a highly motivated and driven individual to join our Corporate Development team. The role will be critical in leading and executing our corporate development strategy, including identifying, evaluating, and executing mergers, acquisitions, divestitures, strategic investments, and other strategic partnerships. We're looking for a track record of success, strong financial modeling skills, experience with a variety of deal structures, and a passion for defense technology. Responsibilities: Lead and manage the full lifecycle of an M&A transaction, from initial opportunity identification and due diligence to deal negotiation, closing, and post-acquisition integration. Conduct comprehensive industry and competitive

We are seeking an Investor Relations Specialist to play a pivotal role in enhancing investor experiences and fostering relationships with both existing and prospective investors. In this dynamic role, you will support livestream events, promote company activities to attract new investors, and collaborate closely with the Marketing team to execute UFUND Investment’s investor relations strategies. You’ll contribute to building and maintaining strong investor relationships while driving the company’s growth, with opportunities to take on a variety of impactful responsibilities. Primary Responsibilities: Responsiveness: Act promptly and work at a fast pace. Be highly responsive to clients, team members, and partners. Multitasking and Organization: Stay on top of tasks, juggle multiple responsibilities, and maintain strong organizational skills. Livestream and Client Engagement: follow up closely with clients, and engage 1-on-1 with inbound leads from. Qualify leads for investment readiness

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financi

Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. Here at Dimensi

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop and pursue creative strategies while using the latest tax technologies in the real estate industry to serve clients? If you answered yes to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. Recruiting for this role ends on June 1, 2025 What You'll Do Deloitte Tax Senior Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Managem