- TD Bank (Aventura, 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 ... A FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …address these concerns as well as to resolve any conflicts that may arise related to client accounts of the branch managers. . + Monitors and keeps up to date with ... regulations regarding trading activity in client accounts and applies them accordingly. + Assists in...and priorities. + Provide a high level of customer service . **Educational/Previous Experience Recommendations:** + Bachelor's degree (BA) in… more
- Bank of America (Vero Beach, FL)
- …needs. + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. + Mitigates and ... to advance in many roles within our organization. Key responsibilities include triaging client leads, making referrals to business partners based on client needs… more
- Bank of America (North Port, FL)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Bank of America (Jacksonville, FL)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Jacksonville, FL)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
- Raymond James Financial, Inc. (Tampa, FL)
- …**Essential Duties and Responsibilities** + Assists with the execution of client focused marketing strategies, maintaining and expanding referral sources including ... positioning. + Designs, customize and distributes marketing materials, on-going client communication, event invitations, marketing/communication campaigns, pitchbooks and newsletters.… more
- Truist (Miami, FL)
- …wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted ... Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service...more of banking experience in portfolio-oriented roles 3. FINRA: Series 7, Series 66, Life, Health, and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides ... and institutional clients and prospects. + May participate in client meetings to identify client goals and...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …custodian and clearing services platform. Strategic leader who fosters a positive client relationship through proactive service approach. Design, implement and ... and introducing broker dealers or equivalent experience. Experience in a Service organization highly preferred. **Licenses/Certifications** + Series 7 and… more