- Bank of America (Ponte Vedra Beach, FL)
- …including managing expenses, building wealth, and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Regions Bank (Destin, FL)
- …eligible. **Requirements** + Bachelor's degree and four (4) years closely related client -facing financial services experience, including a minimum of ... Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily...or GED and eight (8) years of closely related client -facing financial services experience, to… more
- Regions Bank (Orlando, FL)
- …sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client ... goals + Demonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions… more
- H&R Block (Spring Hill, FL)
- …business expenses, gross taxes, and other reports, as needed. + Perform payroll services as requested by the business client account including preparation of ... concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings...meetings and training sessions to continuously improve the bookkeeping service provided to the client . + Attends… more
- Truist (Miami, FL)
- …Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on banker's knowledge of sector ... for portfolio and clients in sector 3.Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and desired outcomes /… more
- Fifth Third Bank, NA (Orlando, FL)
- …the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, ... process. + Demonstrate ability to simplify and communicate complex financial concepts. + Maintain the sales and service...working knowledge of the complete line of products and services offered, taking responsibility to keep up to date… more
- TD Bank (New Smyrna Beach, FL)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing… more
- HUB International (Fort Lauderdale, FL)
- …International is a leading full- service global insurance broker and financial services firm providing risk management, insurance, employee benefits, ... the community **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Manage the financial planning process: + Collect client data,...and relevant experience is required + 2+ years of financial services experience is required + An… more
- PNC (Sarasota, FL)
- …enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making ... consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy… more
- PNC (Pompano Beach, FL)
- …enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making ... consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy… more