- H&R Block (Port Saint Lucie, FL)
- **524452BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their… more
- Truist (Jupiter, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... not mentioned below. Specific activities may change from time to time. 1 . Assist Financial Advisors in servicing clients including preparing financial plans,… more
- Truist (Jupiter, FL)
- …minor, which are not mentioned below. Specific activities may change from time to time. 1 . Will serve as the primary point of intake for all requests from assigned ... client requests to the wealth solution center as needed to ensure client and advisor requests are fulfilled in a timely manner 5. Respond to client requests for… more