- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated...financial services industry or customer service related field preferred . + OR ~ + Associate's degree (AA) in… more
- PNC (Orlando, FL)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- Anywhere Real Estate (Jacksonville, FL)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...**Qualifications:** What you must have + **Education:** Bachelor's degree preferred + **Experience:** 1 - 3 years of sales… more
- PulteGroup (Orlando, FL)
- …metrics including capture rate, retention, customer service, compliance, and financial goal attainment. + Customer & Stakeholder Service:Deliver exceptional service ... as a back-up for pre-approvals and supporting Mortgage Financing Advisor functions. Management Responsibilities + Not applicable Scope +...+ Minimum High School diploma or equivalent; college degree preferred + Must be able to obtain and maintain… more
- M&T Bank (Naples, FL)
- …ability to function in rapidly changing, fluid environments **Education and Experience Preferred :** Minimum of 2 years' financial services experience Experience ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- JPMorgan Chase (Miami, FL)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more
- M&T Bank (Naples, FL)
- …:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Truist (Tampa, FL)
- …of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM ... acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with… more
- Deloitte (Tampa, FL)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... you will: + Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify opportunities for… more
- Edward Jones (West Palm Beach, FL)
- …branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's ... field or equivalent work experience + 5 + years of experience at a financial services firm preferred + Series 7 and 66 preferred or obtained within 3 months… more