- Citigroup (Miami, FL)
- …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 ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Optiv (Jacksonville, FL)
- …continental US_** The Partner Architect - Cisco serves as a strategic technical advisor and enablement leader, bridging Optiv's sales, services , and partner ... solution demonstrations, and enablement programs that enhance both internal teams and client outcomes. The Partner Architect - Cisco will champion assigned partner… more
- Bank of America (Ponte Vedra Beach, FL)
- …including managing expenses, building wealth, and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Citigroup (West Palm Beach, FL)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more
- Citigroup (Miami, FL)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more
- ADP (Maitland, FL)
- …you deserve. Inspiring Innovation is a core value at ADP and in Retirement Services we leverage robust technology and the expertise of our associates to provide ... world-class retirement services for companies of any size. To succeed, we...and our people to continually improve the way we service and help our clients run their businesses. ADP… more
- Foundation Partners Group (Winter Haven, FL)
- …funeral services to final disposition. Overview and Responsibilities: + Presents every client family with all service and merchandise options - Every Family, ... open and effective communication and maintaining accurate and timely client files + Acts to improve market share through...relevant laws and regulations + Conducts and attends funeral services regularly, leading all post- service follow-ups as… more
- TD Bank (Fort Lauderdale, FL)
- …the community commercial banking business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, ... business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages… more
- Bank of America (Tampa, FL)
- …is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Highmark Health (Tallahassee, FL)
- …analysis, wellness studies, predictive modeling, benefit benchmarking, claim reserving and strategic client support that is both client facing and supportive to ... underwriters. This role is a critical component in fulfilling the Trusted Advisor role the Underwriting department provides to our clients and Sales. **ESSENTIAL… more