- 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 (Naples, 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. (Coral Gables, 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. (Bal Harbour, FL)
- …& Innovative, Deliver Excellence and Cultivate an Entrepreneurial Spirit **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. (Miami, 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
- 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 (Fort Lauderdale, 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
- Charles Schwab (Orlando, FL)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Support Associate, you will be working in an inbound phone center, where you ... will have the opportunity to bring your customer service experience to a firm that will champion your career growth through a collaborative team environment,… more