- Bank of America (Tampa, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more
- AC Disaster Consulting (Tallahassee, FL)
- …Individual Assistance Program Specialist- Multiple Levels ( Senior Consultant I, Senior Advisor , and Managing Consultant) Full Time or Part Time: Full Time ... Consultant II: $90-100k/annual + Managing Consultant: $90-115k/annual + Senior Advisor : $114-156k/annual Benefits Summary: + Medical, Vision, and Dental Insurance… more
- Thrivent Financial (Fort Lauderdale, FL)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... will focus on local community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the… more
- HUB International (Gainesville, FL)
- …complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based ... on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups… more
- Truist (Tampa, FL)
- … service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, ... completing performance reports for key initiatives and departments. + Performs data gathering, organization and analysis using SQL-based queries + Develops statistical models and methodologies to quantify or forecast performance metrics. + Ensures high data… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or ... Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key metrics to… more
- Wells Fargo (Miami, FL)
- …through the entire sales process + Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- Bank of America (St. Augustine, FL)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting… more
- Cognizant (Tampa, FL)
- …a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with ... part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail...in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle… more