- Raymond James Financial, Inc. (St. Petersburg, FL)
- … service to the client . + Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the ... with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. +...an exemption or grandfathering cannot be applied. + FINRA Series 7 or 79 License is ideal, and will… more
- Truist (Tampa, FL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …problems. The Senior Advisor in this role will support Raymond James' Private Client Group to analyze various supervisory and general fiduciary reviews to detect ... for advanced review and resolution by effectively communicating and partnering with Private Client Group IARs on sensitive issues and manages conflict in line with… more
- Citigroup (Miami, FL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Plantation, FL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Charles Schwab (Orlando, FL)
- …investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You ... within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience for bilingual and international clients. SWA's advice philosophy will… more
- Charles Schwab (Jacksonville, FL)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and reputation risk to the firm as it relates to addressing client grievances and regulatory inquiries. Works independently on difficult assignments that are ... and procedures as they apply to various supervision activities. + Investigates client concerns and grievances through the use of various systems and reports.… more
- Charles Schwab (Orlando, FL)
- …inbound calls, in-branch client events, and by identifying and championing client goals + Take inbound service /trading interactions (phone, chat, email), ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After… more
- Bank of America (St. Petersburg, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more