- Deloitte (Miami, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more
- Truist (Tampa, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… 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...grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred : CAIA, CFP, CFA, CIMA, or… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and...AMS360, Epic, and sales CRM tools like HubSpot is preferred . + Demonstrated ability to build and present customized… more
- CVS Health (Boca Raton, FL)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...Spanish. + Must be at least 18 years old ** Preferred Qualifications** + Prior Beauty Sales Experience + Current… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or financial ... advisor request. + Open new client accounts. + Ensure...+ Bachelor's degree in business or related discipline, MBA preferred . + 2 or more years' experience in the… more
- Truist (Weston, FL)
- …SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7, 66 (or 63/65)… more
- JPMorgan Chase (Orlando, FL)
- …possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through ... partners in the division and region to support new advisor initiatives and updates + Become a subject matter...and investment solutions + Series 7, Series 66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred… more
- PNC (Orlando, FL)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Education and Experience** : + Working toward bachelor's degree, Preferred business relevant majors (eg, Finance, Accounting, IT, Economics,...to include your name, the job ID, and your preferred method of contact in the body of the… more
- Anywhere Real Estate (Jacksonville, FL)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...**Qualifications:** What you must have + **Education:** Bachelor's degree preferred + **Experience:** 1 - 3 years of sales… more