- USAA (Tampa, FL)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... office 4 days per week. This position can be based in one of the following locations: **San Antonio,...do:** + Acts as advanced analytics thought leader and advisor to the business to craft strategies that drive… more
- JPMorgan Chase (Tampa, FL)
- …accounts + Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario- based analysis. Work with Team Leader to monitor risk metrics across the ... team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and...Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but… more
- PNC (Fort Lauderdale, FL)
- …- Business Banker within PNC's Business Banking organization, you will be based in Fort Lauderdale/Florida. Bilingual Spanish preferred. PNC Business Bankers provide ... businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to… more
- Citigroup (Miami, FL)
- …easily understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + ... long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is… more
- First Horizon Bank (Orlando, FL)
- …the customer about financial strategies (eg Financial planning, investments, insurance , credit, market trends) based on customer profile and financial ... + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout...potential clients. + Acts as a financial advisor by educating… more
- Eliassen Group (Tallahassee, FL)
- …for creating and producing reports to provide insights to determine operational and financial impact as well as trends and opportunities. This role is in the ... includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance ._ _Rate: $55 - $65 / hr. w2_ **Responsibilities:** + Actively and… more
- Bristol Myers Squibb (Tampa, FL)
- …and deliver on complex, high-risk issues or projects + Act as a trusted advisor to global category managers and their leadership to ensure procurement strategies can ... matrix structure + Expertise in procurement process, agreement management, financial analysis, market analysis, supplier analysis, supplier diversity, supplier… more
- USAA (Tampa, FL)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... office 4 days per week. This position can be based in one of the following locations: Charlotte, NC,...change and improve business performance. + Serve as strategic advisor bringing diverse perspective to leverage multiple ways of… more
- JPMorgan Chase (Jacksonville, FL)
- …operational marketing and administrative support to the primary Private Client Advisor (s), within JPMorgan Wealth Management. **Job responsibilities** + Work as a ... and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of...as a condition of employment Chase is a leading financial services firm, helping nearly half of America's households… more
- Truist (Miami, FL)
- …and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client 6. ... for clients within portfolio and sector and increase quality of revenue based on opportunity. 2. Responsible for loan generation and growing exposure year-over-year… more