- Bank of America (Miami, FL)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite...for performing a variety of specialized functions across a Financial Advisor team such as: Business Management,… more
- City National Bank (Tallahassee, FL)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Bachelor's degree and 3-5 years of relevant experience in business development, sales , or financial services. ~or~ * An equivalent combination of experience, ... initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in...continue to collaborate in the recruiting process with the advisor (s) and all relationships on a proactive basis. Act… more
- KeyBank (Naples, FL)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- ADP (Maitland, FL)
- ADP is hiring a ** Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + ... with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Truist (Port Orange, FL)
- …review the following job description:** JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of ... client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning… more
- M&T Bank (Naples, FL)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and… more
- M&T Bank (Naples, FL)
- …for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and ... client needs. + Prepare targeted prospecting lists and other sales support to support an organized sales ...present at internal committee meetings. + Assist the Wealth Advisor by attending internal meetings to deepen knowledge of… 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 ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives… more
- First Horizon Bank (Homestead, FL)
- …Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions + Sales Leadership: Support a high-performing culture by ... in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their … more