- Citigroup (West Palm Beach, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to… more
- Bank OZK (Doral, FL)
- …just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to ... members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!)… more
- Truist (Miami, FL)
- …and clients in sector 3.Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success ... for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform… more
- Citigroup (Miami, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...track record in relationship selling + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7, Series 66… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sharing between partners, and miscellaneous RJFS business expenses. + Consult with financial advisor 's tax professionals + Manage existing third-party vendor ... and advisors. + Host Home Office Visits for prospective financial advisors and conduct live presentations to highlight the...(5) years' experience in a consultant role. + MBA preferred + ~or~ + An equivalent combination of experience,… more
- JPMorgan Chase (Miami, FL)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives ... Exceptional follow-up and follow-through skills + PowerPoint and Excel expertise ** Preferred Qualifications, Capabilities, and Skills** + Familiarity with JP Morgan… more
- Microsoft Corporation (Miami, FL)
- …customers' Key Performance Indicators (KPIs). Earns and maintains status as a trusted advisor to C-level business decision makers of the assigned account by bringing ... Degree AND 10+ years experience working in an industry (eg, financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or… more
- Oracle (Tallahassee, FL)
- …requirements and leverage Oracle Cloud best practices to deliver robust financial architectures. The ideal candidate possesses a thorough understanding of Oracle ... end-to-end Oracle Cloud ERP implementations that drive value and efficiency. ** Preferred Qualifications** + Proven passion for solution architecture and digital… more
- First Horizon Bank (Orlando, FL)
- …Strategy and focus for the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg ... needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify newcustomer needs and… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …Operate with a high degree of professionalism and expect a high level of advisor interaction + Manage the coordination and logistics of both internal and external ... etiquette and ability to manage competing priorities ie calendar management ** Preferred qualifications, capabilities, and skills** + Experience supporting at the… more