- Neuberger Berman (Tallahassee, FL)
- …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... The Advisor Consultant is responsible for creating new relationships...years of intermediary distribution experience preferred. + Experience working with wirehouse, regional, and independent financial… more
- Intuit (West Palm Beach, FL)
- …Live - Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's ... Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time… more
- Principal Financial Group (Miami, FL)
- …leader for more than 140 years! **Who You Are** + Bachelor's degree or equivalent experience required , and 6+ years of related industry experience ... presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor ...required with a strong preference to RIA experience . + FINRA Series 7 & 63 Licenses _required_… more
- Principal Financial Group (Miami, FL)
- …Bachelor's degree or equivalent of 8 years of experience . + 2+ years of experience or more in the financial services industry with experience in personal ... you have a passion for helping others achieve their financial goals and live their best lives? If so,...the retirement plan. + Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.… more
- Florida Atlantic University (Boca Raton, FL)
- …Coordinate the Master's programs (MPA and MNM), serving as the primary academic advisor + Conduct high-quality research in the context of public policy Minimum ... excellence in student learning through research, teaching, and/or public engagement with experience mentoring graduate and undergraduate students. - A record of, or… more
- Florida Atlantic University (Boca Raton, FL)
- …institution in an appropriate area of specialization and six years of appropriate experience required ; or bachelor's degree from an accredited institution in an ... appropriate area of specialization and eight years of appropriate experience required . Preferred Qualifications/Skills: Experience in higher education or… more
- Parexel (Tallahassee, FL)
- …the opportunities with RS management and account management Requirements + Education - MD required + Minimum Work Experience - 15+ years experience with ... Interacts with the assigned Project Assistant to ensure accurate financial management and for general project support + Provides...Team Lead, etc. or a related medical role is required . _Depth of experience will be considered… more
- Bank OZK (Sarasota, FL)
- …; bachelor's degree preferred + 1+ year retail customer service and/or sales experience required + Knowledge of business and consumer products required ... Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and...preferred + Proven ability to achieve sales goals and financial targets preferred + Experience in a… more
- Bank OZK (Bradenton, FL)
- …essential job functions Basic Qualifications + High school diploma or equivalent required ; bachelor's degree preferred + 1+ year experience interacting with ... with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and...+ Basic knowledge of personal finance and household budgeting required + Knowledge of, experience with, and… more
- Parexel (Tallahassee, FL)
- …+ Adapt successful strategies and tactics to meet market demands and financial targets Client prospecting + Actively maintain territory account plan with break-in ... high visibility within client organization and become the trusted advisor + Develop a strong understanding of clients' organizational...50% of time as client needs dictate **Knowledge and Experience ** : Multiple years previous experience in… more
