- Thrivent Financial (Fort Lauderdale, FL)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- Wells Fargo (Sarasota, FL)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (Miami, FL)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...collateral requirements + Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues + Experience… more
- M&T Bank (Naples, FL)
- …for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and ... business and may present at internal committee meetings. + Assist the Wealth Advisor by attending internal meetings to deepen knowledge of investments, core banking… more
- Deloitte (Miami, FL)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...SOWs, Change Orders, amendments, and renewals. + Facilitate continued compliance with contractually required policies and processes and with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …across teams and stakeholders. + Collaborate closely with Risk, Legal, Compliance , and PCG to ensure supervisory practices align with regulatory expectations, ... mitigate firm risk, and support advisor and client outcomes. + Develop and implement a...advisory programs. + Monitor regulatory changes and ensure firm-wide compliance across advisory activities. + Foster a continuous improvement… more
- CVS Health (Miami, FL)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...out sales budget. + Maintain a professional appearance in compliance with company guidelines at all times. + Be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are calculated and administered correctly for experienced and new financial advisor resulting from employment agreements, contracts, stock grants, bonuses, schedule ... of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, quarterly bonus review and production… more
- Bank of America (Destin, FL)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures + Driving business… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …facility engineering and operations. The Chief Engineer is a key managerial advisor reporting directly to top Medical Center management. This position is a ... engineering matters. This position is a fully participating technical advisor in all or almost all significant management planning,...Supervisory Healthcare Engineer(s) at the GS-13 level, to ensure compliance with VA, TJC and a variety of other… more