- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and maintain an alternative investment operational due diligence program designed to provide high net worth clients with a platform of non-traditional ... decisions; the incumbent is expected to perform the role with a high degree of independence. **Essential Duties and Responsibilities:** * Assist with leading… more
- Raymond James Financial, Inc. (Tampa, FL)
- …+ If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients, and may assist with ... and maintain effective working relationships with others. + Provide high level of customer service . + Self-motivated and able to work independently as well… more
- First Horizon Bank (Key Largo, FL)
- …Private Client Team Lead will understand, anticipate, and satisfy the banking needs of high net worth clients and retain their relationships by providing ... a high level of individualized service and by recommending appropriate bank products and services to increase revenue by generating new customers and by… more
- Truist (Miami, FL)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business… more
- World Insurance Associates, LLC. (Tampa, FL)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World… more
- AIG (Miami, FL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and clients to profitably grow the portfolio. + Provide superior customer service to brokers and clients. + Work with Claims, Finance, Operational, Accounting,… more
- Williams Parker (Sarasota, FL)
- …complex estate planning, tax planning, and probate and trust administration matters with high - net - worth clients. + Possess an enthusiastic attitude with ... + Ability to demonstrate an unwavering commitment to exceptional client service and developing long-term client relationships. + Experience in estate and… more
- Bank of America (St. Petersburg, FL)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more