Jobs near Modesto: 1,507
RS
Relevance Score ranked on: ADVISOR
Block Advisors Tax Advisor
Modesto
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
LensCrafters - EyeCare Advisor
Modesto
The Eye. Care Advisor creates exceptional value in the lives of our customers by delivering the Lens. Crafters Experience. Ensures all patients receive the highest quality Optometric care. Delivers the store’s key performance indicators by integrating the Brand Story and ensuring flawless execution o...
Search Terms: Advisor, Customer Service, Healthcare, Skills, Patient
83.8
0mi
Updated: December 05
Block Advisor Tax Associate
Modesto
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 - Modesto and Turlock, CA
Modesto
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
J.P. Morgan Wealth Management – Private Client Advisor - Modesto, Stockton and Lodi, CA
Modesto
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
Modesto
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
Licensed Financial Advisor (Licensed Experienced Candidates Only Apply) - Fresno/Central Valley
Modesto
Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. ...
Search Terms: Licensed, Financial Advisor, Financial, Advisor, Experience
81.7
0mi
Updated: December 16
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