- Citigroup (Miami, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions ,...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- Bank of America (Lake Mary, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more