- Citigroup (Miami, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts with Financial … more
- Bank of America (Ponte Vedra Beach, FL)
- …incorporation of banking into day-to-day FA practices and operations + Partners with Financial Advisor teams to educate clients on banking products and help ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- First Horizon Bank (Coral Gables, FL)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.… more
- First Horizon Bank (Orlando, FL)
- …Strategy and focus for the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg ... needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify newcustomer needs and… more
- PNC (Jupiter, FL)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Raymond James Financial, Inc. (Gainesville, FL)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more
- Santander US (Miami, FL)
- …Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more