- Truist (Tampa, FL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions....* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- H&R Block (Trinity, FL)
- **524703BR** **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 ... provide help and inspire confidence in our clients, associates,...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Truist (Tampa, FL)
- …planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including ... services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following is a summary of the essential… more
- H&R Block (Tampa, FL)
- …in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We ... H&R Block is the place for you.** **_1 - Enrollment in or completion of the H&R Block Income...client retention, and offer additional products and services** + ** Provide clients with IRS support** + **Support office priorities… more