- Thrivent Financial (Tallahassee, FL)
- …a Financial Advisor . This position provides support to North Central Florida Group 's existing client base. The position serves as a resource to established ... Organization/Business Overview: North Central Florida Group , an established financial services practice for Thrivent...to the local community * Research and respond to client inquiries * Collaborate with Lead Advisor … more
- Public Consulting Group (Tallahassee, FL)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... proposal writing in terms of visioning solutions and responding to client requests, either through requirements gathering conversations or request for proposals.… more
- Foundation Partners Group (Bradenton, FL)
- …and associates directed to preneed sales presentations + Attends sales meetings and group sales activities as directed + Provides client family services in ... With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we...nation. We currently have an opening for a Preplanning Advisor at a Baldwin Brothers in Bradenton, FL. Under… more
- Foundation Partners Group (St. Petersburg, FL)
- …homes to sell prearrangements + Attends visitations, funerals, and interment services of client families + Attends sales meetings and group sales activities as ... With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we...We currently have an opening for a Family Service Advisor at Sunnyside Cemetery in St. Petersburg, FL. This… more
- Truist (Jupiter, FL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Regions Bank (Tampa, FL)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...retains and develops relationships and associated revenue for a group of accounts for charitable and non-profit clients. **Primary… more
- Oracle (Tallahassee, FL)
- …12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet ... given industry or an IC3 that has developed equivalent expertise. A CS Senior Advisor leverages their experience to support the most complex deals with our Direct… more
- Citigroup (Boca Raton, FL)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... The Senior Wealth Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- Bank of America (Jacksonville, FL)
- …end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening + Own ... Life Services Financial Solutions Advisor (Series 7 & 66 required) Jacksonville, Florida...when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients in goals-based… more
- Fifth Third Bank, NA (Orlando, FL)
- …in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank ... clients' best interests. + Plan and conduct individual and group coaching sessions with retail bank employees. + Develop...sessions with retail bank employees. + Develop and conduct client meetings to review existing accounts and close sales… more