- Raymond James Financial, Inc. (St. Petersburg, FL)
- …2-3 days a week at our corporate office in Saint Petersburg, FL._ Drive advisor business development with a focus on technology and education through consulting and ... development of programs and resources. Provide support for the organization's advisor technologies to ensure they meet advisor and organizational needs through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Financial Advisors in a branch or complex to present financial plans with advisor 's clients. They also provide support to Financial Advisors and other branch ... financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants… 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
- Wells Fargo (Miami, FL)
- …Commercial Banking Relationship Manager to join our team in the South Florida Market , supporting business clients that have sales revenue up to $100MM. Learn more ... + Proactively prospect and qualify new business opportunities within the target market and maintain engagement with prospects through the entire sales process +… 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 ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general... and assigned clients. Reply to queries regarding general market information such as quotes and news, as well… 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)
- …with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives ... and goals. + Develops plans to acquire external market research data as well as internal research data, interprets responses/results, and makes actionable business… more
- JPMorgan Chase (Orlando, FL)
- …Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management ... possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through… more
- City National Bank (Tallahassee, FL)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client… more
- Allegro Management Company Llc (Tallahassee, FL)
- …our residents expectations. The only thing missing is YOU! The Senior Living Advisor is responsible for building and maintaining high occupancy levels at the ... Community in conjunction with the Lead Senior Living Advisor (LSLA). Areas of Responsibility + Greet prospects, residents, vendors, and visitors professionally and… more