- Oracle (Tallahassee, FL)
- …plus. + Experience + Big 4 or large regional CPA firm experience, strongly preferred . + 8+ years of financial analysis, accounting, or controllership experience. ... for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed...Big 4 or large regional CPA firm experience, strongly preferred . + 8+ years of financial analysis,… more
- NBC Universal (Orlando, FL)
- …Universal Destinations & Experiences, you will serve as a strategic advisor , capability builder, and experience creator, directly aligning talent and organizational ... + Strategic Business Partnership + Serve with integrity as a trusted advisor to business leaders, understanding their strategies, operations, and financial … more
- Anywhere Real Estate (Miami, 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
- First Horizon Bank (Fort Lauderdale, FL)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… 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 9 months… more
- Deloitte (Miami, 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
- 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
- First Horizon Bank (Boca Raton, FL)
- …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you… more
- Citigroup (Miami, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial … more
- Capital One (Tallahassee, FL)
- …great customer experiences. Business Cards and Payments is one of the fastest growing financial products in the industry. A key part to its success over the course ... small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits...years of experience in a Business Client facing role ** Preferred Qualifications:** + Bachelor's Degree or military experience +… more