- Bank of America (Tampa, FL)
- …**Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...and Merchant Services in order to design and deliver financial solutions to clients and prospects *… more
- Wells Fargo (Miramar Beach, FL)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- KeyBank (Naples, FL)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- Citigroup (Boca Raton, FL)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Plantation, FL)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- 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
- JPMorgan Chase (Jupiter, FL)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment ... qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …plans and content that: + Are interactive, engaging, and tailored for financial professionals. + Support successful implementation and adoption of technology ... solutions . + Increase operational efficiency, improve productivity and strengthen the advisor /client relationship through the use of technology. + Address the… more
- Truist (Tampa, FL)
- …player in identifying the need for and the investment implications of sophisticated financial solutions , such as GRATs, CRUTs, IDGT, and complex insurance ... of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM… more
- ADP (West Palm Beach, FL)
- …points for these:** _Preferred Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 ... Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are...this role, you will sell ADP's Retirement Services 401(k) solutions . With a little help from our top-notch sales… more