- James Perse Los Angeles (Palm Beach, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR PALM BEACH LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- JPMorgan Chase (Gainesville, FL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Bal Harbour, FL)
- …& Innovative, Deliver Excellence and Cultivate an Entrepreneurial Spirit **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Miami, FL)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Palm Beach Gardens, FL)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- The Cigna Group (Orlando, FL)
- As a ** Client Account Support Advisor ** , you will be responsible for ensuring Accredo Specialty Pharmacy operational support for account teams and clients. ... external partners + Achieve service deliverables to ensure account team and client satisfaction + Independently determine best course of action for immediate… more
- Citizens (Naples, FL)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Regions Bank (Tampa, FL)
- …Manages the most sophisticated client relationships + Acts as an expert client advisor , providing guidance and solutions for the development and on-going ... system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client... Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net… more
- Regions Bank (Clearwater, FL)
- …+ Conducts the initial client interview process in the absence of the client 's Wealth Advisor + Communicates proactively with clients and follows up on ... the system. **Job Description:** At Regions, the Private Wealth Management Associate Wealth Advisor , through the mentorship of a senior advisor , will build… more
- Regions Bank (Orlando, FL)
- …new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more