- Citigroup (Jacksonville, FL)
- …outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; ... client profiling and suitability assessments. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products,… more
- TD Bank (Doral, FL)
- …all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with... goals and making investment recommendations aligned to their client 's goals. The role will serve as the central… more
- TD Bank (Aventura, FL)
- …all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a... goals and making investment recommendations aligned to their client 's goals. The role will serve as the central… more
- Banco Popular Puerto Rico (Sunrise, FL)
- …clients by listening and uncovering their needs to gain in-depth knowledge of client 's financial life priorities in order to deepen customer relationship and ... accordance with established policies and procedures + Reference the client by name in all transactions to provide personalized...if necessary. ABOUT US Popular is Puerto Rico's leading financial institution and have been evolving since it was… more
- WTW (Tampa, FL)
- …Health and Benefits Financial /Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience ... capital. **The Role** + Communicates and delivers complex concepts and financial /actuarial/analytic results to effectively drive client action and improve… more
- Rock Family of Companies (FL)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...loan process from application to closing including resolving any client concerns + Provide every referral source and … more
- Raymond James Financial, Inc. (Tampa, FL)
- …data and assist Financial Advisors in preparing responses to requests for client proposals. + Assist Financial Advisors with on-site presentations to clients ... practices and procedures used in the securities industry. + Client relations management tools. + Financial services...industry. + Client relations management tools. + Financial services news and data resources. + Principles and… more
- University of Miami (Coral Gables, FL)
- …orders. + Liaise between vendors, contractors, UM Purchasing, UM Accounts Payable, client financial representatives and project managers as needed to ensure ... JOB FUNCTIONS1. Prepares balance sheets, profit and loss statements, and other financial reports.2. Analyzes trends, costs, revenues, financial commitments, and… more
- University of Miami (Miami, FL)
- …Act as a liaison between vendors, contractors, UM Purchasing, UM Accounts Payable, client financial representatives, and project managers to ensure all ... 3 to work at the UHealth Medical Campus. The Accountant 3 (H) maintains financial records and ensures that financial transactions are properly recorded. This… more
- University of Miami (Miami, FL)
- …expenses. + Act as a liaison among vendors, contractors, purchasing, accounts payable, client financial representatives, and project managers to ensure accurate ... to work in Miami, FL. The Accountant 3 maintains financial records and ensures that financial transactions...3 maintains financial records and ensures that financial transactions are properly recorded. This position safeguards the… more