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Client advisor • saint paul mn

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Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockSt Paul, MN, United States
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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, and communities everywhere.We also believe ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Manager - Private Client Services

Client Manager - Private Client Services

Marsh & McLennanMinneapolis, MN, US
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Client Manager Private Client Services.Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. The industry's brightest talent d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Associate / Registered Client Associate - Edina

Client Associate / Registered Client Associate - Edina

Minnesota JobsMinneapolis, MN, US
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Client Associate / Registered Client Associate - Edina.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.A...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Advisor

Investment Advisor

ApolisMinneapolis, MN, United States
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Location : Minneapolis (Hybrid).To provide expert financial advice to clients, helping them manage their investment portfolios, communicating sound investment strategies and implementing holistic fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Advisor

Financial Advisor

Edward JonesVadnais Heights, MN, United States
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This job posting is anticipated to remain open for 30 days, from 05-Dec-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Retirement Client Advisor

Retirement Client Advisor

Minnesota StaffingSaint Paul, MN, US
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Retirement Client Advisor-Dallas-Ft.The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This role involves being the pri...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemMinneapolis, MN, United States
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Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused.This is a uni...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate Advisor

Associate Advisor

National Financial PartnersMinneapolis, MN, United States
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NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Wealth Advisor

Wealth Advisor

MarinerMinneapolis, MN, United States
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As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Advisor

Financial Advisor

RIA RecruitingMinneapolis, MN, United States
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White Oaks Wealth Advisors, a fee-only financial planning firm in Minneapolis, is seeking a Financial Advisor to join our team. The Financial Advisor will be working with our existing client base on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Account Manager (Private Wealth Advisor)

Client Account Manager (Private Wealth Advisor)

Stevens Foster Financial AdvisorsMinneapolis, MN, US
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Stevens Foster Financial Advisorsserving Twin Cities clients since 1988is seeking an experienced Client Account Manager to serve as the primary advisor for high-net-worth households.This relationsh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Strategic Client Advisor

Senior Strategic Client Advisor

Element Fleet ManagementMinneapolis
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Get started on an exciting career at Element!.Element employees make a difference in the lives of others every day.We are re-defining the fleet management industry to be people first, then business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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J.P. Morgan Wealth Management - Private Client Advisor - Richfield Branch -Richfield, MN

J.P. Morgan Wealth Management - Private Client Advisor - Richfield Branch -Richfield, MN

ChaseMinneapolis, MN, US
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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 commitmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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J.P. Morgan Wealth Management - Private Client Advisor - Richfield Branch -Richfield, MN

J.P. Morgan Wealth Management - Private Client Advisor - Richfield Branch -Richfield, MN

JPMorgan ChaseMinneapolis, MN, US
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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 commitmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Solution Advisor

Solution Advisor

Willis Towers Watson PlcMinneapolis, MN, US
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The role involves sales, strategic delivery, lead relationship management, and deployment and training.The candidate should have a strong demonstrated track record of selling complex human capital ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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GUCCI Senior Client Advisor - Minneapolis Southdale

GUCCI Senior Client Advisor - Minneapolis Southdale

KeringMinneapolis, MN, US
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If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Field Advisor

Field Advisor

RoofingSourceMinneapolis, MN, US
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Communicates effectively with clients, completes digital reporting, collaborates with Field Support to improve processes, and performs related duties as needed. Valid driver’s license and clea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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HS&E Advisor

HS&E Advisor

Ledcor GroupMinneapolis, MN, United States
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Ledcor Technical Services has been building and servicing communication networks for customers across North America since 1979. Utilizing our broad expertise and experience, we customize solutions t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Advisor

Financial Advisor

Northwestern MutualWoodbury, MN, United States
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Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockSt Paul, MN, United States
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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, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

It would be even better if you also had...

CPA or Enrolled Agent certification

Experience completing business tax returns

Experience conducting virtual tax interviews

Sales and / or marketing experience

Bachelor’s degree in accounting or related field

What you'll bring to the team...

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 retention, and offer additional products and services

Provide clients with IRS support

All certification levels can provide tax notice services

Circular 230 associates can provide audit representation

Grow your tax expertise

5+ years of tax experience

Experience completing individual tax returns

Tax planning and audit support

Ability to effectively communicate in person and virtually

Comfort working with virtual tools – video conferencing and chat

Experience working in a fast-paced, supportive environment

Successful completion of the H&R Block Tax Knowledge Assessment

  • or equivalent

Must complete continuing education requirements and meet all other IRS and applicable state requirements

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

Employee Assistance Program with Health Advocate.

Wellbeing program, BetterYou, to help you build healthy habits.

Neurodiversity and caregiver support available to you and your family.

Various discounts on everyday items and services.

Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

Click here to checkout all available benefits. (http : / / www.blockbenefits.com / )

The Community You Will Join :

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you’re looking to make an impact, H&R Block is the place for you.

  • Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
  • Pay Range Information

    The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and / or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

    Pay Range

    $11.00 - $80.00 / Hr.

    Sponsored Job

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