Milwaukee, WI · On-site +1
$135K - $195K/yr
Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...
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Milwaukee, WI · On-site +1
$135K - $195K/yr
Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...
$15.50 - $21/hr
Remote Client Representative Location: 100% Remote | Schedule: Flexible We have proudly served ... Flexible Schedule & Retirement Plan * Lifetime Renewals All interviews conducted via Zoom.
$15.50 - $21/hr
Remote Client Representative Location: 100% Remote | Schedule: Flexible We have proudly served ... Flexible Schedule & Retirement Plan * Lifetime Renewals All interviews conducted via Zoom.
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities ...
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities ...
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities ...
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities ...
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities ...
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities ...
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn
Milwaukee, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Milwaukee, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Madison, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Madison, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Madison, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Madison, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Milwaukee, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Milwaukee, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Madison, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Madison, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Milwaukee, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Milwaukee, WI · Remote
$120K - $216K/yr
Medical, dental, vision, life and disability insurance * 401(k) Retirement Plan * Flexible Spending ... Remote We are an equal employment opportunity employer. All qualified applicants will receive ...
Stevens Point, WI · Remote
$17.31/hr
Remote Role, Work from Home #LI-CBF #LI-SAFG #LI-Remote Why Corebridge? At Corebridge Financial, we ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Stevens Point, WI · Remote
$17.31/hr
Remote Role, Work from Home #LI-CBF #LI-SAFG #LI-Remote Why Corebridge? At Corebridge Financial, we ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Stevens Point, WI · Remote
$17.31/hr
Remote Role, Work from Home #LI-CBF #LI-SAFG #LI-Remote Why Corebridge? At Corebridge Financial, we ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Stevens Point, WI · Remote
$17.31/hr
Remote Role, Work from Home #LI-CBF #LI-SAFG #LI-Remote Why Corebridge? At Corebridge Financial, we ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
A Remote Retirement job is a flexible, often part-time or freelance position that allows retirees to work remotely from home or any location. These jobs provide income while offering the freedom to set your schedule and avoid commuting. Common roles include consulting, customer service, writing, or virtual assistance. Many retirees choose remote work to stay engaged, supplement retirement income, or pursue a passion.
Remote retirement specialists require expertise in retirement planning, financial advising, and regulatory compliance, typically supported by certifications such as CFP or CRC. They frequently use financial planning software, virtual meeting platforms, and secure data management systems. Excellent communication, empathy, and self-motivation are essential soft skills for building trust with clients and managing tasks independently. These capabilities ensure accurate, personalized advice and maintain high client satisfaction while working outside a traditional office environment.
One common challenge for remote retirement specialists is building rapport and trust with clients without face-to-face meetings, which requires strong digital communication skills and proactive follow-up. Additionally, staying updated with changing retirement regulations and financial products is crucial, as the field evolves rapidly. Remote specialists must also be adept at managing their schedules and maintaining organization to effectively handle multiple clients. However, with the right tools and commitment, these challenges can be successfully managed, offering both flexibility and a rewarding client-focused career.
$135K - $195K/yr
Full-time
Medical, Dental, Retirement, PTO
Posted 12 days ago
A growing regional CPA firm providing tax, accounting, and advisory services to individuals and closely held businesses across multiple industries. Our team values flexibility, collaboration, and delivering practical, high-quality solutions to our clients.
Seeking a Remote CPA / Tax Manager to join our team in a generalist capacity. This role is ideal for someone who enjoys working across a variety of clients and tax scenarios, while also having the autonomy and flexibility of a fully remote environment.
You will play a key role in managing client relationships, reviewing tax work, and providing strategic guidance to individuals and small-to-mid-sized businesses.
This position is perfect for a CPA who:
Please submit your resume and a brief summary of your experience. We look forward to connecting with candidates who are passionate about helping clients and growing within a collaborative, remote environment.
Apply today by sending your resume to brian@solidrockrecruiting.com
