- Raymond James Financial, Inc. (Coral Gables, FL)
- …retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and ... funding questions including 529 savings plans. * Provides guidance on small business planning. * Conducts research as needed related to clients, including but… more
- Bank of America (Bradenton, FL)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals,… more
- Bank of America (Pembroke Pines, FL)
- …our organization. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals,… more
- Gentiva (Kissimmee, FL)
- …You** **As a RN Clinical Liaison:** You will report directly to the AVP of Business Development. Our RN Clinical Liaisons are a part of our extraordinary team who: + ... settings: hospice, home health, clinical liaison, RN liaison, clinical coordination, discharge planner , hospice case manager or RN educator + Known and respected… more
- City Wide Facility Solutions (Port St. Lucie, FL)
- …and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with City ... we serve. Objective The Facility Services Manager is responsible for the business operations of an assigned client contracted service area. This position provides… more
- Gentiva (Miramar Beach, FL)
- …You** **As a RN Clinical Liaison:** You will report directly to the AVP of Business Development. Our RN Clinical Liaisons are a part of our extraordinary team who: + ... settings: hospice, home health, clinical liaison, RN liaison, clinical coordination, discharge planner , hospice case manager or RN educator + Known and respected… more
- JPMorgan Chase (Palm Beach, FL)
- …You will market and sell JPMorgan Chase wealth management services, source new business , and collaborate with a team of professionals to provide high level advice ... with other advisors on client engagement efforts. Your new business generation will come from three primary sources: +...manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for… more
- BrightView (Homestead, FL)
- …3. Forecasting and Labor Management + Manage and execute weekly and monthly labor planner as directed by BM. + Monitor expenses and allocate resources efficiently. + ... or contribute to operational projects aimed at improving the business . + Coordinate teams in the branch to achieve...a bridge between various branch departments (Office Admin, Operations, Sales , Acct Mgmt. etc.) to ensure smooth operations. +… more
- Deloitte (Tampa, FL)
- …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... tax returns + Bachelor's degree in accounting, finance, or other business -related field + Demonstrated advanced understanding of Subchapter M, financial products,… more
- Bank of America (Sarasota, FL)
- …to bring your whole self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array ... managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly… more