- JPMorgan Chase (Miami, FL)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more
- Truist (Tampa, FL)
- …acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with ... 7 years investment experience, which should include experience as an investment advisor , portfolio manager, or other investment-related activities with a focus on… more
- SHI (Tallahassee, FL)
- …and client engagements. The ideal candidate will act as a trusted advisor to clients and internal stakeholders, shaping solutions that maximize value across ... key features + Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and decision-makers +… more
- M&T Bank (Naples, FL)
- …as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow ... Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Recruiting team is expanding to support and further enhance the visiting advisor 's experience at recruiting events, conferences and group home office visits. ... surveys are sent to attendees to assess conference content and financial advisor /attendee engagement. + Send attendee lists to participating sponsors and ensure the… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial Advisors to research and ... customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast team revenue… more
- C&S Wholesale Grocers, Inc. (Jacksonville, FL)
- …complex, and fast-paced environment. The successful candidate will serve as a key advisor to senior leadership and the HR team on all compensation-related matters. ... results. + Serve as the primary compensation subject matter expert and strategic advisor to HR Business Partners, Talent Acquisition, and business leaders. + Lead… more
- University of Miami (Coral Gables, FL)
- …DUTIES AND RESPONSIBILITIES: Advising, Advocacy, and Student Governance + Serves as co- advisor for the Graduate Student Association, acting as a liaison between the ... Graduate School, and the Division of Student Affairs. + Serves as primary advisor for the Graduate Activity Fee Allocation Committee (GAFAC), responsible for the… more
- Insight Global (Tampa, FL)
- Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is looking for 2 Compliance Associates to sit within the ... and internal company standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as a Salesforce que,… more
- First Horizon Bank (Miami Beach, FL)
- …in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships. ... record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit and investment products… more