- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS ... or client questions to other team members or management as appropriate. + Support advisor education...+ Assist team members with marketing efforts including presentations, financial advisor /client launch campaigns, and webinars. +… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to...regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management … more
- Bank of America (Ponte Vedra Beach, FL)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- HUB International (Tallahassee, FL)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:** At HUB we ... accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation,… more
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …license if needed as required by management . + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other ... with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- Raymond James Financial, Inc. (Orlando, FL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors… more
- Bank of America (Pensacola, FL)
- …sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Citizens (Naples, FL)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with...Experience in proactive outbound sales prospecting + Excellent time management and organizational skills + Ability to work in… more