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Financial advisor trainee Jobs in Colorado Springs, CO

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Financial advisor trainee • colorado springs co

Last updated: 12 hours ago
  • Promoted
Block Advisor Tax Advisor Immediate Hire

Block Advisor Tax Advisor Immediate Hire

H&R BlockColorado Springs, CO, United States
$80.00 hourly
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 4 days ago
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.Colorado Springs, CO, US
$115,740.00 yearly
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Financial Advisor - Colorado Springs

Financial Advisor - Colorado Springs

ThriventCO,Colorado Springs
Full-time
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...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Process Improvement Advisor (Hiring Immediately)

Financial Services Process Improvement Advisor (Hiring Immediately)

UsaaColorado Springs, Colorado, US
$127,310.00–$243,340.00 yearly
Full-time
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.At USAA, our mission is to empower our members to achieve financial security throu...Show moreLast updated: 2 days ago
  • Promoted
Customer Service Advisor

Customer Service Advisor

USAA CareersCOLORADO SPRINGS, Colorado, US
$43,680.00–$44,680.00 yearly
Full-time +1
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualColorado Springs, CO, United States
$250,000.00 yearly
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 7 days ago
Financial Advisor

Financial Advisor

First Command Financial Services, IncColorado Springs, Colorado,US
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
  • Promoted
Service Advisor - Financial Firm - Colorado Springs, CO

Service Advisor - Financial Firm - Colorado Springs, CO

Advisor Employee ServicesColorado Springs, CO, US
$70,000.00–$80,000.00 yearly
Full-time
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in.Service Advisor to as...Show moreLast updated: 26 days ago
  • Promoted
  • New!
Service Advisor

Service Advisor

MeinekeColorado Springs, Colorado, USA
Full-time
Comprehensive Benefits Package.CuttingEdge Tools and Equipment : .The ideal candidate will have excellent communication and customer relationship skills strong service writer capabilities and previou...Show moreLast updated: 12 hours ago
  • Promoted
  • New!
Chief Financial Officer

Chief Financial Officer

El Pomar FoundationColorado Springs, Colorado, USA
$30.00 hourly
Full-time
President / Chief Executive Officer.As a critical member of the Executive Management team the Chief Financial Officer is accountable for the oversight and management of financial and IT functions.Gra...Show moreLast updated: 14 hours ago
Automotive Service Advisor

Automotive Service Advisor

Brakes PlusColorado Springs, CO, US
$40,000.00–$60,000.00 yearly
Brakes Plus was founded in 1990 with a single store in South Denver.Today Brakes Plus has over 150 stores across Colorado, Wyoming, Arizona, Texas, Nebraska, and Iowa. As one of the fastest growing ...Show moreLast updated: 30+ days ago
  • Promoted
Advisor

Advisor

USAAColorado Springs, CO, US
$77,120.00–$147,390.00 yearly
Full-time
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show moreLast updated: 2 days ago
Management Trainee

Management Trainee

Enterprise HoldingsColorado Springs, CO, US
$55,624.40 yearly
Start your career with Enterprise Mobility! We’re.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can coun...Show moreLast updated: 30+ days ago
  • Promoted
Chief Financial Officer

Chief Financial Officer

DAVID C COOKColorado Springs, CO, United States
$182,907.00–$240,706.00 yearly
Full-time
David C Cook Colorado Springs - Colorado Springs, CO.Colorado Springs, CO | David C Cook • Integrity Music • Group Publishing. David C Cook-alongside its ministry partners Integrity Music and Group ...Show moreLast updated: 1 day ago
Financial Advisor

Financial Advisor

AlerusColorado, US
Full-time
We are looking for an established Financial Advisor to join our growing team.Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Den...Show moreLast updated: 30+ days ago
Residential Technician Trainee

Residential Technician Trainee

DH PaceColorado Springs, CO, US
Full-time
Overhead Door Company of Colorado Springs,.Residential Door Service Technician Trainees.Pay range for this position : From $ an hour based on experience. Work independently to install and / or repair a...Show moreLast updated: 30+ days ago
  • Promoted
SDA Strategic Advisor

SDA Strategic Advisor

Odyssey Systems Consulting Group, Ltd.Colorado Springs, CO, United States
Full-time
Odyssey Systems has an exciting new opportunity providing Advisory and Assistance Services (A&AS) supporting the US Space Force mission to defend National Security Interests in Space as a.Space Dom...Show moreLast updated: 2 days ago
Block Advisor Tax Advisor Immediate Hire

Block Advisor Tax Advisor Immediate Hire

H&R BlockColorado Springs, CO, United States
4 days ago
Salary
$80.00 hourly
Job type
  • Full-time
Job description

Our Company

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple : bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block!

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

What you'll do...

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

It would be even better if you also had...

  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and / or marketing experience
  • Bachelor's degree in accounting or related field

What you'll bring to the team...

  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools - (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Grow your tax expertise
  • Your Expertise

  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • Why work for us

    At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program , BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • Check out all available benefits at www.blockbenefits.com.
  • The Community You Will Join :

    At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

    You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

    H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If you're looking to make an impact, H&R Block is the place for you.

    1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

    Pay Range Information

    The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

    Qualifying associates can enroll themselves and / or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

    Pay Range

    11.00 - $80.00 / Hr.

    Sponsored Job

    7545