Jobs near Palmetto: 2,510
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
82.9
13mi
Updated: August 26
Manager, Supervision- Investment Advisory (Remote Option Available)
Saint Petersburg
The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IA - Rs) in accordance with SEC regulations and guidelines as well as firm policies and procedures governing advisory accounts. The Manager for this team would be expected to have advanced knowledge of t...
Search Terms: Advisor, Investment, Manager, Remote, Leadership
81.6
17mi
Updated: August 17
Sales Advisor, Retail Stores
Bradenton
Do you thrive in a retail environment, making initial connections with customers while exceeding operational metrics? If so, then a Sales Advisor position at Spectrum may be right for you. At Spectrum, we keep more than 32 million customers connected across our 41-state footprint. Our Retail Sales te...
Search Terms: Sales, Advisor, Retail, Customer Experience, Internet
80.1
11mi
Updated: August 30
Advisor Mastery Program, Foundations
Sarasota
The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial ...
Search Terms: Advisor, Program, Financial Advisor, Financial Planning, Client Relations
79.2
13mi
Updated: September 04
Assistant Sales Manager/Lead Membership Advisor
St Petersburg
This is a sales position where significant portion of income can come from commission and bonus. Flexible schedule around 30 hours/week. The purpose of the Assistant Sales Manager is to assist the Owner with new membership sales by bringing new members to the studio, building a relationship, providin...
Search Terms: Sales Manager, Membership, Manager, Advisor, Assistant
78.7
17mi
Updated: September 17
Financial Advisor - Bradenton, FL - Market 18, Region 267
Bradenton
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial ...
Search Terms: Financial Advisor, Advisor, Financial, Training, Client Relations
78.5
11mi
Updated: August 13
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
78.1
13mi
Updated: September 12
Block Advisors Associate Team Leader
Sarasota
Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block. Execute and hold all tax office associates accountable to Service Standards execution and clien...
Search Terms: Team Leader, Leader, Team Lead, Associate, Advisor
77.9
13mi
Updated: September 10
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