- Bank of America (Venice, FL)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives,… more
- First Horizon Bank (Coral Gables, FL)
- …management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals. ... resolution. -Cultivates relationships with referral sources and external professional advisors ; identifies and develops new business opportunities. Participates in… more
- Truist (Winter Park, FL)
- …and train support teammates accordingly 7. Partner with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, ... commercial credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings. 3. Previous leadership experience… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- The Operational Risk Professional III provides support for Registered Investment Advisors (RIA) in Fixed Income and Money Movement transactions. This role is ... skills sufficient enough to communicate and interact effectively with Financial Advisors and branch associates. * Constructively work under stress and pressure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Duties and Responsibilities** + Coach and mentor experienced and new financial advisors , branch associates, and branch managers + Provides, executes, and tracks ... strategies. + Conduct branch consultations and practice management assessments by request of advisors and PCG management. + May present in front of large and small… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through Friday, up to 40 hours per week. **Duties and Responsibilities** + Support Advisors by pricing new loans using Return on Equity (ROE) models to ensure high ... a high level of service and professionalism when interacting with Advisors and internal stakeholders **Educational/Previous Experience** + Junior standing (December… more
- JPMorgan Chase (Tampa, FL)
- …of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides ... or Compliance professional preferred + Experience working in an environment alongside Advisors preferred + Ability to understand new investment products and firm… more
- Lincoln Financial (Jacksonville, FL)
- …up to 2K lives in the assigned territory. You will work with Advisors , Registered Representatives, Brokers, Plan Sponsors and Participants in the assigned territory ... (including sales support tools, marketing ideas, etc.) to assigned Advisors , Registered Representatives, Brokers and/or Plan Sponsor/Participants. + You will… more
- Lincoln Financial (Jacksonville, FL)
- …directly with groups in the assigned territory. You will work with Advisors , Registered Representatives, Brokers, Plan Sponsors and Participants in the assigned ... (including sales support tools, marketing ideas, etc.) to assigned Advisors , Registered Representatives, Brokers and/or Plan Sponsor/Participants. + You will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …customer service, you will deliver front-line support to customers for Financial Advisors via multiple communication channels (telephone, email, IM). You will use ... application-specific service and support inquiries and complete tasks for Financial Advisors and their staff. Incumbents in role flex between providing front-line… more