- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion for providing ... excellent customer experience to our annuity contract owners and financial...orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to… more
- Truist (Ocala, FL)
- …toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal… more
- PNC (Coral Gables, FL)
- … Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process **Competencies** Client Relationship Management, Decision Making and ... to contribute to the company's success. As a Banking Advisor Sr. within PNC's Private Bank organization, you will...to ensure client satisfaction, client retention and expansion of sales revenue. PNC Employees take pride in our reputation… more
- Bank of America (Palmetto, FL)
- Financial Solutions Advisor - Bradenton FL - Spanish required Palmetto, Florida **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palmetto/Financial-Solutions- Advisor Bradenton-FL Spanish-required\_25036208) **Job Description:** At Bank of America,… more
- Bank of America (North Port, FL)
- Financial Solutions Advisor II - North Port Financial Center North Port, Florida **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Port/Financial-Solutions- Advisor -II North-Port-Financial-Center\_25035227) **Job Description:** At Bank of America, we… more
- Regions Bank (Naples, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... call + Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and… more
- Navy Federal Credit Union (Pensacola, FL)
- …and develop business relationships with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …research, and resolve problems. **Essential Duties and Responsibilities:** + Monitors the sales practice activities of branch managers through the use of various ... apply to account trading activity of clients' accounts by monitoring financial advisor activity, reporting findings and managing concerns in a professional and… more
- Aaron's Inc (Daytona Beach, FL)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** ** Sales Manager** **>** ** Customer ... experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and… more
- Aaron's Inc (Ocala, FL)
- …one possible path with us: **Delivery Driver Assistant** **>** **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** ** Sales Manager** **>** ** ... experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and… more