- Bank of America (St. Petersburg, FL)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu… more
- First Horizon Bank (Plantation, FL)
- …and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive ... of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options,… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …(RJA) retail branches that are combined to form a functional group. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + ... and support staff. + Supervises daily trading and other office activities. + Resolves client complaints. + Performs reviews of client accounts. + Develops and… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** ... overall efficiency and profitability while maintaining a commitment to excellent service . + Responsible for compliance oversight and ensuring adherence to firm… more
- Equitable (Tampa, FL)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …customer service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate effectively and ... firm and department conferences, recruiting "Home Office Visits", and client "By Invitation Only Visits". * Involved in and...as approved by Human Resources. **Licenses/Certifications** * Required: FINRA Series 7, Series 66 or 63/65, SIE… more
- HSBC (Miami, FL)
- …in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability. As our Investment Counselor Analyst you ... will: + Assess client needs + Support development of comprehensive investment strategies,...Business, Finance or related field or equivalent experience + Series 7 and 66 Licenses, may allow for contingency… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and remote training sessions in professional development, networking events, a speaker series , and volunteer opportunities, you will be equipped with knowledge of ... Raymond James after graduation. **Department Overview** Raymond James Bank's Private Client Banking division offers innovative and diversified lending products to… more
- KeyBank (Naples, FL)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred)… more
- Truist (Tampa, FL)
- …to coordinate resources, problem solve, and deliver to clients the highest level of client service . * Is intensely focused on building brand internally. a. ... and sensitivity to others. * Successfully engages prospects in the client acquisition cycle. 5. 6. Series 65 licenses. Candidates will have 60 days from their… more