- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the independent contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact ... support to branch owners and advisors. * Champion a client -first culture by driving initiatives to enhance advisor... client -first culture by driving initiatives to enhance advisor efficiency, client satisfaction, and overall business… more
- Wells Fargo (Fort Lauderdale, FL)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Part-Time Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
- Edward Jones (West Palm Beach, FL)
- …and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client 's ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...The Edward Jones Generations(R) team provides an end-to-end, HNW client experience by partnering with our branch teams to… more
- Oracle (Tallahassee, FL)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- World Insurance Associates, LLC. (Tampa, FL)
- …presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your ... to bring value to clients + Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to each client (P&C,… more
- World Insurance Associates, LLC. (Miami, FL)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… more
- APTIM (Tampa, FL)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing configuration strategies, and contributing to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide ... manner consistent with the conservative nature of the firm and escalates advisor or client questions to other team members or management as appropriate. +… more