- Truist (Coral Gables, FL)
- …data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing ... dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends...and process certain operational requests as instructed by the financial advisor and/or client. These may include:… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- Edward Jones (West Palm Beach, FL)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...licenses required within 6 months of hire + Insurance license required 6 months of hire. + Travel required… more
- Edward Jones (West Palm Beach, FL)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... the durable, client-facing team that works closely with the Financial Advisor , Senior and Associate Planners and...clients. **What Could Set You Apart:** + Series 24 license + Master's degree + Proficiency in Microsoft Excel,… more
- KeyBank (Naples, FL)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- Paychex (St. Petersburg, FL)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... management. + 2 years of experience in Relevant sales/sales management. + Driver's License Required Live the Paychex Values + Act with uncompromising integrity. +… more
- Lincoln Financial (Tallahassee, FL)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to...for this position. + FINRA Series 7 and 63 License + Bachelor's degree or equivalent work experience +… more
- CBRE (Tallahassee, FL)
- …Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with ... development acumen and materially impacts new business awarded to CBRE. ** Financial Performance** * Prepares and oversees annual budget. Effectively understand and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in supervisory concepts, practices and procedures used in the securities industry, financial markets and financial products. + Company's working structure, ... + Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies;… more
- JPMorgan Chase (Orlando, FL)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... and skills** + A valid and active Series 7 license is required + If you were registered after...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more