- Williams Parker (Sarasota, FL)
- Position Overview Williams Parker seeks an experienced, forward-looking Chief Operating Officer (COO) to help lead the firm to higher levels of success. This ... and collaboratively. This is an exciting opportunity for a strategic planning and operations expert with proven experience in professional services leadership… more
- First Horizon Bank (Tampa, FL)
- …+ Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- First Horizon Bank (Orlando, FL)
- …+ Acts as a financial advisor by educating the client about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- Citigroup (Boca Raton, FL)
- …relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and … more