- Lithia & Driveway (Jacksonville, FL)
- …manages service greeter staff, and maintains smooth coordination between advisors , technicians, and customers. Key Responsibilities + Service Drive Coordination: ... answer basic service-related questions. + Operational Efficiency: + Communicate with service advisors and technicians to prioritize work. + Track vehicle status and… more
- Sharecare (Tallahassee, FL)
- …platform that connects families with non-medical, in-home caregivers, and Care Advisors provide support and guidance to families during the caregiver search, ... + Ability to maintain strict confidentiality, and exercise good judgment + Care Advisors are expected to meet performance goals set forth per CareLinx guidelines +… more
- Arena Investors LP (Jacksonville, FL)
- …commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors , LLC ("Quaestor") is an affiliated Special Servicer, which provides mid ... committee presentations *Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation *Help to structure… more
- Truist (Tampa, 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
- Truist (Orlando, FL)
- …skilled underwriting and decisioning support to the Bank's Wealth Division Advisors and Lenders, focused on maximizing strategic Wealth Credit opportunities within ... on appropriate compensating factors. 5. Facilitate coaching and training to new advisors and lenders, and reinforce where applicable, to appropriately structure and… more
- Sharecare (Tallahassee, FL)
- …member requirements within specified timeframes. + Collaborate with CareLinx Care Advisors to strategically plan for program requirements and actively engage ... support, acting as a resource for job-related inquiries and partnering with Care Advisors to address any concerns or issues. **Support and Engagement:** + Encourage… more
- Truist (Tampa, FL)
- …The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in ... Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with information discovery and client goal identification for prospective… more
- Wells Fargo (Palm Coast, FL)
- …partner or relationship manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the needs of customers with ... investment or retirement needs + Provide self-service digital banking options to customers + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured… more
- TD Bank (New Smyrna Beach, FL)
- …(FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment ... management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- Edward Jones (West Palm Beach, FL)
- …company where people come first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to be privately-owned, placing the ... focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible,… more