- TD Bank (Coral Gables, FL)
- …established network of resources + Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as ... more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship...broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops… more
- Wells Fargo (Miami, FL)
- …join our team in the South Florida Market, supporting business clients that have sales revenue up to $100MM. Learn more about the career areas and business divisions ... planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems +… more
- KeyBank (Naples, FL)
- …understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer ... (CRM) system, and personal meetings. Captures the client's goals in a financial plan. + Prepares and delivers client presentations, individually and as part of a… more
- 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 ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...for performing a variety of specialized functions across a Financial Advisor team such as: Business Management,… more
- Wells Fargo (Jacksonville, FL)
- …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales , service and operational ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… 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
- ADP (Jacksonville, FL)
- ADP is hiring a ** Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you ... 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
- 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)
- …general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. ... risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects… more