- City National Bank (Tallahassee, FL)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of...procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial… more
- Truist (Port Orange, FL)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the...and contribute to the short- and long term strategic planning and overall training of the team. ESSENTIAL DUTIES… 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
- Ameresco (FL)
- …appropriate for the markets served; focused on initial introduction of Asset Planning services coupled with downstream financial solutions (Capital Creation ... key objectives for this role is to be regarded as a "trusted advisor " for our Clients - developing long-term relationships and projects. Relationship Account… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives ... departments. Develops/ensures connections leading to enhanced opportunities for visibility and advisor engagement. + Presents to audiences of various levels and… more
- BAE Systems (Jacksonville, FL)
- …and reliability. As a Director of Finance, you will be at the forefront of financial planning and analysis, playing a critical role in shaping the organization's ... the opportunity to work on a wide range of financial projects, from financial planning ...Responsibilities: + Serve as a trusted business partner and advisor to the Jacksonville Maritime Solutions organization + Provide… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... Group is the largest segment within Raymond James supporting financial advisors who provide financial planning...hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club… more
- First Horizon Bank (Orlando, FL)
- …wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...+ Stays updated and abreast of changing economic, legal, financial planning , investment trends and general market… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... Friday, up to 40 hours per week. **Duties and Responsibilities** + Master financial planning software, conduct competitive analysis, and present findings to… more