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About the role Drake & Associates is seeking a Relationship Advisor who will focus exclusively on serving an existing book of clients. The role emphasizes building trust, delivering personalized finan...

Waukesha
Series 65 Series 66 Life and Health licenses New
3 days ago Apply

About the role Join our team as an Accounts Receivable Analyst at DOCOMO PACIFIC. You will help maintain the financial health of the organization by managing customer accounts, supporting collections,...

Tamuning
Microsoft Word New
3 days ago Apply

About the role Lead financial strategy, drive business performance and shape the future for Docomo Pacific as Senior Vice President of Finance. Key responsibilities Partner with executive leadership t...

Tamuning
IFRS U.S. GAAP ERP systems New
3 days ago Apply

About the role We are seeking an experienced and strategic Senior Director of Finance to join the leadership team at DOCOMO Pacific and guide the financial future of the organization. The role combine...

Tamuning
IFRS U.S. GAAP financial modeling New
3 days ago Apply

About the role We are looking for a motivated and detail‑oriented Client Service Associate to be the primary point of contact for our advisors and their clients. This full‑time, on‑site position suppo...

Sandy
Microsoft Office Suite (Word, Excel, PowerPoint) CRM systems financial software New
3 days ago Apply

Trader

diversify

About the role The Trader works with Diversify’s Asset Management trade team to execute investment strategies and manage client portfolios. This full‑time, on‑site position is based at the company’s h...

South Jordan
Microsoft Office Excel Data analytics New
3 days ago Apply

About the role Diversify is offering a short‑term, project‑based internship for students who have completed the Technological Applications in Personal Financial Planning course. The role supports a de...

Sandy Internship 16 USD/hour
eMoney CRM systems financial technology platforms New
3 days ago Apply

Account Manager

diversifiedcd

Key responsibilities Collect, verify and submit timesheets via QuickBooks Maintain ongoing communication with the workforce to avoid billing or payroll discrepancies Monitor customer accounts for non‑...

El Dorado
QuickBooks New
3 days ago Apply

About the role The Spring 2028 internship provides hands‑on experience in tax or audit engagements, allowing you to apply classroom knowledge to real‑world client projects. You will collaborate with t...

Naperville Internship
Excel New
3 days ago Apply

About the role Put yourself on track to become a principal in our firm. As a Senior Associate in the High Net Worth Tax Practice, you will work on complex tax returns and collaborate with colleagues b...

Naperville
CCH Axcess Tax Microsoft Office New
3 days ago Apply

About the role We are seeking a licensed CPA to lead our High Net Worth Tax Practice. The ideal candidate has deep expertise in tax strategies for clients with complex investment portfolios, including...

Naperville
CCH Axcess Tax Accounting principles Tax accounting New
3 days ago Apply

About the role Join DHJJ as an Assurance Senior Manager and position yourself on the path to becoming a Principal. You will work with a collaborative team, both in‑person and remotely via Microsoft Te...

Naperville
Microsoft Office New
3 days ago Apply

About the role Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team you will collaborate with colleagues...

Naperville
Microsoft Office New
3 days ago Apply

About the role Put yourself on track to become a Principal in our firm. A great client experience begins with a great employee experience, and you will collaborate with colleagues both in‑person and r...

Naperville
Microsoft Office New
3 days ago Apply

About the role Join DHJJ as an Assurance Senior Associate and work on in‑depth accounting issues while collaborating with colleagues both in‑person and remotely. You will help clients solve complex pr...

Naperville
Microsoft Office New
3 days ago Apply

About the role Put yourself on track to become a principal in our firm. As part of the DHJJ team you will collaborate with colleagues—whether in person or remotely via Microsoft Teams—working on in‑de...

Naperville
New
3 days ago Apply

About the role Join DHJJ as an Accounting Senior Manager and work on complex accounting issues while collaborating with colleagues both in‑person and remotely. This role offers a clear path toward bec...

Naperville
Multiple accounting platforms Microsoft Office New
3 days ago Apply

Put yourself on track to become a principal in our firm. As an Accounting Manager at DHJJ in Naperville, you will work with colleagues in person or remotely via Microsoft Teams, handling in‑depth acco...

Naperville
QuickBooks Online Microsoft Office New
3 days ago Apply

About the role As an Accounting Senior Associate you will apply accounting knowledge to record and analyze client data with accuracy, while collaborating with colleagues both in‑person and remotely. T...

Naperville
QuickBooks Online Microsoft Office New
3 days ago Apply

About the role Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with y...

Naperville
QuickBooks Online Microsoft Office New
3 days ago Apply