Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
CB
CBIZ
Currently Hiring
About the company
CBIZ, Inc.
(NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth.
CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm.
CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution.
For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
Open jobs
Browse and apply for open jobs at CBIZ.
153 jobs found
Data Analyst supporting the Business Intelligence & Data Insights team at CBIZ. Involves data analysis, quality assurance, and dashboard development using Alteryx and Power BI.
Retirement Plan Sales Consultant driving new business growth by selling group retirement plan solutions. Seeking candidates with a proven track record in retirement plan sales and strong industry relationships.
Managing Director for Outsourced Accounting Solutions at CBIZ, leading client relationships and business development in Washington, DC. Overseeing marketing and the specialized department's growth while ensuring quality standards.
Senior Full Stack AI Engineer at CBIZ focusing on designing and scaling AI - driven products using .NET and modern frameworks. Collaborating with cross - functional teams to deliver value to customers.
Marketing Specialist supporting the planning and execution of marketing initiatives for Advisory Services. Collaboration with marketing teams and stakeholders across various projects and events.
Compliance Specialist supporting compliance programs development and implementation for corporate law. Involves regulatory compliance and collaboration with various internal teams.
Administrative Accounting Specialist working under supervision to assist clients with financial and administrative processes. Reconcile accounts and maintain accurate financial records, ensuring compliance and reporting.
ERP Account Executive responsible for selling Cloud ERP solutions and services at CBIZ. Driving business development and managing client relationships with C - level executives.
Tax Senior Manager at CBIZ managing client engagements and leading a team of accountants. Responsible for client development and delivering high - quality tax consulting services.
Full Charge Bookkeeper managing client accounts, financial tasks, and corporate tax returns for CBIZ Inc. Collaborating with clients and providing bookkeeping and accounting duties.
Accounting Paraprofessional responsible for processing accounts payable and receivable. Managing payroll, month - end reconciliations, and assisting with external audits.