- James Perse Los Angeles (Palm Beach, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR PALM BEACH LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...James Perse. + Set the example for exceptional customer service , client experience and store standards. +… more
- JPMorgan Chase (Boynton Beach, FL)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… more
- Tiffany & Co. (Palm Beach Gardens, FL)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- Tiffany & Co. (Boca Raton, FL)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- The Cigna Group (Orlando, FL)
- As a ** Client Account Support Advisor ** , you will be responsible for ensuring Accredo Specialty Pharmacy operational support for account teams and clients. ... and communication with internal and external partners + Achieve service deliverables to ensure account team and client...of at least 10Mbps download/5Mbps upload. **About Evernorth Health Services ** Evernorth Health Services , a division of… more
- Citizens (Naples, FL)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services… more
- Regions Bank (Tampa, FL)
- …Manages the most sophisticated client relationships + Acts as an expert client advisor , providing guidance and solutions for the development and on-going ... system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client...opportunities + Acquires the largest and most complex new client relationships and expands services to existing… more
- Regions Bank (Clearwater, FL)
- …Wealth Advisors, delivering administrative support to key clients + Establishes new client relationships in addition to providing advisory services and support ... the initial client interview process in the absence of the client 's Wealth Advisor + Communicates proactively with clients and follows up on advice delivery… more
- Regions Bank (Orlando, FL)
- …the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Truist (Orlando, FL)
- …provide opportunities to add value. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to ... calls from clients independently while looking for sales opportunities. + Answers client questions within set standards. + Consults with clients to uncover needs… more