- Truist (Tampa, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...vacation (prorated based on date of hire and by full- time or part - time status) during… more
- Edward Jones (Tallahassee, FL)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full- Time … more
- HUB International (Gainesville, FL)
- …options that are rooted in your current needs yet evolves as your needs change over time . Join us in taking the first step toward creating a future that combines a ... diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:**...Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important… more
- 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...deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …facility engineering and operations. The Chief Engineer is a key managerial advisor reporting directly to top Medical Center management. This position is a ... aspects of engineering matters. This position is a fully participating technical advisor in all or almost all significant management planning, policy, and… more
- CVS Health (Miramar, FL)
- …it all with heart, each and every day. **Position Summary** It is a great time to join the beauty retail division of CVS Health, as America's leading retail pharmacy ... you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable...move throughout the store for the majority of work time to provide excellent customer service and beauty consulting.… more
- TD Bank (Tampa, FL)
- …have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary ... broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- KeyBank (Naples, FL)
- …financial plan. + Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- CVS Health (Tallahassee, FL)
- …opportunities across our product portfolio - and this role will play a key part in that innovation. Working across the entire Aetna & CVS enterprise span of ... CVS Heart at Work principals ensures success! Key Responsibilities: . Advisor to external stakeholders (Business, Sales, Account Mgmt., Marketing, Technology, etc.)… more
- First Horizon Bank (Orlando, FL)
- …risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects ... meeting their stated goals and objectives. You will be part of a local team and supported by a...are not mentioned below. Specific activities may change from time to time . + Meet revenue growth,… more