Jobs near Sarasota: 2,092
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
88.6
0mi
Updated: August 26
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
85
0mi
Updated: September 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
83.9
0mi
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
83.6
0mi
Updated: September 10
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
82.6
2.8mi
Updated: August 30
Merrill Financial Solutions Advisor - Sarasota/Naples Market
Sarasota
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Solutions Advisor, Solutions, Financial, Financial Advisor, Advisor
81.6
0mi
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
81
2.8mi
Updated: August 13
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
80.2
2.8mi
Updated: September 05
Client Advisor - Downtown Sarasota
Sarasota
This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also funct...
Search Terms: Client Advisor, Advisor, Operations, Business Partner, Associate
77.9
0mi
Updated: August 28
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