- Thrivent Financial (Fort Lauderdale, FL)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- HUB International (Gainesville, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... based on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational… more
- Truist (Weston, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Edward Jones (St. Augustine, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're… more
- Edward Jones (Tallahassee, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're… more
- Truist (Cape Coral, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and...delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of… more
- Wells Fargo (Sarasota, FL)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. * Meets ... specific objectives related to financial advisor interaction including meetings, phone calls, zoom meetings, client...activity logs and/or databases to create and maintain financial advisor profiles and data. * Manages expenses within allotted… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or ... of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations + Primary focus on (1) Sales (identifying revenue… more
- Bank of America (Tampa, FL)
- …Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required ... for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment… more