Jobs near Collier County: 1,254
RS
Relevance Score ranked on: ADVISOR
Block Advisors Tax Advisor
NAPLES
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 retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
91.4
0mi
Updated: December 22
Senior Home Lending Advisor - Naples, FL
Naples
Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team...
Search Terms: Lending, Advisor, Customer Experience, Home, Senior
87.2
0mi
Updated: December 22
Wealth Management Advisor
Naples
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk m...
Search Terms: Management, Advisor, Wealth, Customer Experience, Client Service
86.4
0mi
Updated: December 04
Membership Advisor
Naples
The purpose of the Membership Advisor is to assist the General Manager with new membership sales by bringing new members to the studio and booking them into Intro sessions. The Membership Advisor will also assist with retaining current members. Fitness knowledge or background is preferred but not req...
Search Terms: Membership, Advisor, General Manager, Sales, Retail
83.9
0mi
Updated: November 16
Senior Private Client Advisor
Naples
The Senior Client Advisor will be responsible for managing a book of business. Key responsibilities include serving clients, conducting annual reviews, and negotiating with carriers on behalf of clients. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnig...
Search Terms: Client Advisor, Private, Advisor, Senior, Client Service
83.6
0mi
Updated: December 20
Block Advisor Tax Associate
NAPLES
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS support. Support office prioriti...
Search Terms: Tax, Associate, Advisor, Accounting, Support
83.4
0mi
Updated: December 12
J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL
Naples
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
83.2
0mi
Updated: December 22
Block Advisors Receptionist
NAPLES
Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs. Schedule clients how they would like to be scheduled. Help to ensure all clients needs have been met during service both in person, over the phone or ...
Search Terms: Receptionist, Advisor, Accounting, Administrative
81.8
0mi
Updated: November 11
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