- Truist (Orlando, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority… more
- Edward Jones (St. Augustine, FL)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...+ 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66 required;… more
- HUB International (Fort Myers, FL)
- …best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. ... the opportunity to learn from colleagues who are amongst the top talent in the industry ! + Growth potential - HUB is constantly growing and so can your career! +… more
- Truist (Winter Park, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product… more
- EXOS (Gulf Breeze, FL)
- …location. + Confirming course credit eligibility with their school or academic advisor . Benefits: + Mentorship from industry -leading coaches and sport ... Draft each year, and our practitioner education courses and workshops provide industry professionals ongoing opportunities for development. We've never been the type… more
- Amazon (Miami, FL)
- …gather requirements and propose effective migration strategies * Acting as a trusted advisor to customers on industry trends and emerging technologies * Sharing ... to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …history and recognition for service and excellence in the Financial Services industry , Raymond James is seeking a dynamic Registered Client Service Associate who ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- Edward Jones (Gainesville, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...Management:** Aptitude to learn and understand the financial services industry . Includes account opening, handling account transfers and other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a ... financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS platform.… more
- Charles Schwab (Orlando, FL)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully ... this role to work on site in the specified location(s). In Schwab Advisor Services, we support independent financial professionals by helping them run their… more