- Bank of America (Lighthouse Point, FL)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Lighthouse Point Lighthouse Point, Florida **To...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- The Cigna Group (Sunrise, FL)
- … analysis, financial modeling, accounting or related + Experience working with financial database reporting systems , with a strong preference for Hyperion + ... **Position Summary:** US Employer is committed to delivering strong growth and financial contributions to Cigna's bottom line. We are looking for a technically… more
- Regions Bank (Orlando, FL)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... your information by visiting and logging into the careers section of the system . **Job Description:** At Regions, the Private Wealth Management Trust Advisor … more
- Thrivent Financial (Fort Lauderdale, FL)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... leverage their expertise and skills for business processes and systems . + Work with the Community Engagement team and...understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record… more
- Truist (Weston, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from systems navigation to… more
- Bank of America (Tampa, 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 ... loan mortgage originations must register with the federal registry system and remain in good standing. Since your position...for performing a variety of specialized functions across a Financial Advisor team such as: Business Management,… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …. + Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or ... financial advisor request. + Open new client...financial advisor request. + Open new client accounts. + Ensure...reports and agenda for upcoming client meetings for the financial advisor . + Create notes and other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... as well as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies… 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 ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Citigroup (Boca Raton, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more