- Raymond James Financial, Inc. (Clearwater, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred . Other combination of designations and experience ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more
- Bank of America (Pensacola, 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
- 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
- City National Bank (Tallahassee, FL)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- 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
- CVS Health (Boca Raton, FL)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...Spanish. + Must be at least 18 years old ** Preferred Qualifications** + Prior Beauty Sales Experience + Current… more
- Battelle Memorial Institute (Tampa, FL)
- …the Human Performance (HP) and POTFF teams, and serves as an advisor on injury prevention, rehabilitation, and program administration, including equipment reviews, ... provided to patients and identifying opportunities for improvement + Serve as an advisor to the HP program Manager and/or Coordinator in matters related to injury… more
- Deloitte (Miami, FL)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence and investment updates for those funds on the "Recommended Funds" list for financial advisor use. + Playing a pivotal role in decisions relating to ... conducting quantitative and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating investment merits, etc.), and making… more