- Charles Schwab (Sarasota, FL)
- …Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... business plan focused on growth of market share and client assets. As a branch leader, you will coach...day condition of employment) + A valid and active Series 9/10 (8) license required (may be obtained within… more
- KeyBank (Naples, FL)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... The Relationship Manager is at the center of this client promise acting as the primary client ...come together to make decisions, solve problems, and develop products/ service ; establishes shared goals to foster collaboration and ensures… more
- PNC (Orlando, FL)
- …higher degree of supervision. + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the ... risk, such as regulatory, reputational, operational and credit risks. + Focuses on client opportunities by providing ideas and insights based on an understanding of… more
- Veterans Affairs, Veterans Health Administration (Zephyrhills, FL)
- …in Geriatric Physical Therapy. Incumbent's primary function is direct patient/ client care. Functions: Applies knowledge of the anatomical, biological, physical, ... programs within his/her assigned clinic, based on best practices for patient/ client management, to relieve pain, restore or enhance performance, and maximize… more
- Neuberger Berman (FL)
- …degree required, graduate degree a plus. + CIMA, CAIA, or CFA designations a plus. + SIE, Series 7 , 66, 31 or SIE, 7 , 63, 65, 31 licenses. \#LI-JG3 ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the… more
- Citigroup (Jacksonville, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses (required) + Group 1 insurance + ... which includes account opening and asset gathering, providing exceptional service , making investment/banking referrals, as well as managing and fulfilling… more
- PNC (Palm Beach Gardens, FL)
- …be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Candidates being ... strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through… more
- Truist (Ocala, FL)
- …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- First Horizon Bank (Sarasota, FL)
- …Suite In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) Not necessary **Hours** : + ... job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- PNC (Hollywood, FL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more