- Edward Jones (Panama City, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...over nine million clients. Our BOAs are a valued part of the client support team, and… more
- Thrivent Financial (Tampa, FL)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deepen client and community relationships. The EL builds relationships with...integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships… more
- HUB International (Tallahassee, FL)
- …complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based ... current needs yet evolves as your needs change over time . Join us in taking the first step toward...employee engagement events + The ability to be a part of a motivated, winning team with the opportunity… more
- Truist (Fort Myers, FL)
- … service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and ... actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic...vacation (prorated based on date of hire and by full- time or part - time status) during… more
- Capital One (Tallahassee, FL)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits...amount Capital One is willing to pay at the time of this posting. Salaries for part -… more
- Truist (Tampa, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth....any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- ADP (Miami, FL)
- …up for success! This role is responsible for acting as a trusted payroll advisor and client service professional by providing timely and accurate advice around ... You carry the weight of ADP's service reputation and client satisfaction in your hands. Every day, you'll be...must be comfortable working in a metrics-driven environment as part of a structured day. You have a way… more
- Oracle (Tallahassee, FL)
- …with the client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...technical teams to meet commitments to our customers on time and on budget. The tech lead is expected… 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 ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...goals in a financial plan. + Prepares and delivers client presentations, individually and as part of… more
- Oracle (Tallahassee, FL)
- …and discipline and creating an exceptional customer experience. They spend most of their time with the client , at their location, serving as trusted technical ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...technical teams to meet commitments to our customers on time and on budget. The tech lead is expected… more
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