- Unknown (Jacksonville, FL)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion is strongly preferred, as is… more
- Unknown (Jacksonville, FL)
- …the details of people operations. The VP of People will serve as a trusted advisor to the CEO and executive team, with a focus on hiring, organizational development, ... to partner with C-level peers. The role also requires a candidate with a SHRM-SCP certification and a proven track record of success in a high-growth SaaS or tech… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …and estate planning experience required. + CTFA (Certified Trust and Financial Advisor ) certification desirable. What makes working at Canandaigua National ... Corporation different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's… more
- Edward Jones (Sarasota, FL)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Polk County Public Schools (Bartow, FL)
- **Position Title:** Student Advisor **FLSA Status:** Exempt **Salary Grade, if non-union:** **Pay Grade, if union:** Teacher Salary Schedule **Non-Union or Specific ... intervention, and advocacy. **Essential Functions of this Job** The Student Advisor aligns with the district's mission to support the academic achievement… more
- General Dynamics Information Technology (Hurlburt Field, FL)
- …Description:** Seize your opportunity to make a personal impact as Human Performance Advisor supporting mission critical work on an exciting program. GDIT is your ... a rewarding career. At GDIT, people are our differentiator. As a Human Performance Advisor supporting our customer, you will help ensure today is safe and tomorrow… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary ... fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to...Law, or a related field. Advanced degree or professional certification (eg, CTFA, CFP) preferred. + Minimum of 8… more
- JPMorgan Chase (Boca Raton, FL)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client… more
- Truist (Jupiter, FL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA… more
- Enterprise Mobility (Tampa, FL)
- …line of Enterprise Mobility is excited to announce the opening of a Service Advisor ! The Service Advisor will primarily be responsible applying their automotive ... reviewing orders for scheduled as well as unscheduled repairs. The Service Advisor recommends proper maintenance intervals, repair procedures, and pricing to ensure… more
