- 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 ... small business relationships through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other departments and fulfills… more
- JPMorgan Chase (Miami, FL)
- …seeking a Business Manager in Miami or New York. This role involves financial planning, sales management, project management, and change management initiatives. ... by promoting key initiatives and acting as a trusted advisor to Business/Group Heads. You will be responsible for...speak Portuguese a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Kyndryl (Tallahassee, FL)
- …and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute ... to Profitable Growth:** + Drive significant financial outcomes through signings and revenue targets + Ensure...seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- Bank of America (Winter Park, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular… more
- Kyndryl (Tallahassee, FL)
- …and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute ... to Profitable Growth** : *Drive significant financial outcomes through signings and revenue targets *Ensure sustained...seen as the 'go to' person and a trusted advisor by senior executives *Leading C-level client interactions and… more
- Percepta (Melbourne, FL)
- …Customer Service Representative** provides online customers with a professional sales experience that positively influences the customer's purchasing decision. The ... of problem-solving skills, focusing on meeting customer needs through assumptive sales strategies and providing incentives to customers to increase purchases.… more
- Anywhere Real Estate (Orlando, FL)
- …growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at ... retention, per-Agent production, adjusted gross commissions, transaction sides, franchise sales growth, and brand engagement. + Develop and implement growth… more
- SHI (Tallahassee, FL)
- …on time, on budget, with high customer satisfaction. Act as a trusted advisor to enterprise customers throughout the post- sales lifecycle, providing architecture ... US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**… 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 ... post-merger support for clients as they assess JVs, Partnerships, Acquisitions, or potential sales . As an IT Diligence Senior Consultant, you will serve as a trusted… more