- Unknown (Miami, FL)
- …pitching and presenting the firm's value, and will work closely with internal advisors and investment teams to ensure a seamless and standout client experience. ... Applicants for the VP, Wealth Consultant position at the company should have a proven track record in business development and client acquisition, preferably in the wealth management or financial services sector. The role requires a high-energy, growth-minded… more
- Citigroup (Miami, FL)
- …and revenues by leading and developing multiple a team of junior investment advisors . This role requires a broad and comprehensive understanding of financial systems ... and ensure seamless referral of complex clients to senior advisors . This position is a Managing Director role and...and Team Development** + Lead and develop junior investment advisors , to consistently meet and exceed growth objectives. +… more
- H&R Block (Trinity, FL)
- …money, you'll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and ... to providing you with advanced tax training you'll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for… more
- H&R Block (Pompano Beach, FL)
- …Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. + Click here to checkout all available benefits. (http://www.blockbenefits.com/) The ... Community You Will Join: At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to… more
- The Albany Auto Group (Miami, FL)
- …-Direct customer service & sales, estimating, work flow coordination, inventory control, quality control, product delivery and of course, direct responsibility for ... ensuring every customer satisfied. -We prefer at least 3 years experience as a service advisor. -The job does require a person with some automotive technical familiarity, an organized and friendly personality as well as the ability to motivate & manage others.… more
- H&R Block (Boynton Beach, FL)
- …Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected ... culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and… more
- H&R Block (Melbourne, FL)
- …Maintains client's books in accordance with policy and procedures. Verifies and records financial data in a manual and/or computerized system. Identifies issues with ... current process and notifies management and business client of concerns and potential solutions. A Typical Day + Receives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such… more
- Equitable (Fort Lauderdale, FL)
- …) **Primary Location** : UNITED STATES-FL-Fort Lauderdale **Organization** : Equitable Advisors **Description** **Equitable Advisors ** is dedicated to making a ... that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to… more
- Edward Jones (Sarasota, FL)
- …as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, ... branch team, a home-office team and other regional financial advisors . You'll benefit from the experience that comes from...investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of… more
- Equitable (Boca Raton, FL)
- …190004AH ) **Primary Location** : UNITED STATES-FL-Boca Raton **Organization** : Equitable Advisors **Description** ** **Join Equitable Advisors : A Pathway to ... difference in people's lives while carving out your unique career path? At Equitable Advisors , a leader in the wealth management industry, we embrace the power of… more
