Jobs near Parrish: 2,362
RS
Relevance Score ranked on: ADVISOR
Block Advisors Tax Advisor
Sarasota
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
85.9
15mi
Updated: November 09
Commercial Lines Advisor (Producer) - Insurance Advisory Solutions
Sarasota
Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and br...
Search Terms: Advisor, Insurance, Producer, Solutions, Commercial
82
15mi
Updated: October 02
Senior Advisor, Compliance Monitoring and Assurance Reporting (Remote Option Available)
Saint Petersburg
Under general supervision, uses extensive knowledge and skills obtained through experience, specialized training and/or certification in securities and/or banking industry to support the firm's compliance monitoring program. Delivers comprehensive Compliance monitoring and testing program reports to ...
Search Terms: Monitoring, Assurance, Compliance, Advisor, Reporting
79.2
19mi
Updated: November 06
Investment Advisory- Compliance Senior Manager (Remote Option Available)
Saint Petersburg
Under intermittent supervision, uses knowledge and skills obtained through education and experience to ensure compliance of investment advisory business practices with Advisers Act, state laws, and other applicable rules and regulations. Primary focus will be the design and implementation of portfoli...
Search Terms: Compliance, Investment, Advisor, Manager, Senior
79.1
19mi
Updated: October 04
Lead Membership Advisor
Bradenton
The purpose of the Membership Sales Coordinator is to assist the General Manager/ Sales Manager with new membership sales by bringing new members to the studio, building a relationship, providing a positive experience, and successfully moving them through the sales process to a membership sale. The M...
Search Terms: Membership, Advisor, Sales Representative, Lead, Customer Service
78.6
12mi
Updated: November 04
Block Advisor Tax Associate
Sarasota
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
77.2
15mi
Updated: October 27
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