- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to...School Diploma or equivalent and five (5) years of financial services industry service experience , or an… more
- HUB International (Tallahassee, FL)
- …maintain priorities. + Work with little supervision. Department Account Management & Service Required Experience : 2-5 years of relevant experience ... toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:** At HUB we… more
- Truist (Boca Raton, FL)
- …for driving partner engagement, maximizing loan volume, and ensuring an exceptional experience throughout the relationship. This position is required to use ... in lending, fintech, or the home improvement industry is strongly preferred. 17. Experience with financial products and services for contractors or small… more
- Bank of America (Ponte Vedra Beach, FL)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... type of branch audit + Oversees the client service experience and reviews the approval of new client accounts...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… more
- Citizens (Naples, FL)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with...the industry segment and stay current with competitive trends Required Experience + Excellent written and verbal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required : Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other ... with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax… more
- JPMorgan Chase (Boca Raton, FL)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... their clients, delivering a personalized and smooth wealth management experience . Your contribution to a team that values strong...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Citigroup (Miami, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and reporting control issues with transparency. **Qualifications** : + 5-8 years of experience . + Strong analytical and financial skills. + Strong verbal and… more