- 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
- First Horizon Bank (Fort Lauderdale, FL)
- …the customer about financial strategies (eg Financial planning, investments, insurance , credit, market trends) based on customer profile and financial ... potential clients. + Acts as a financial advisor by educating...needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer… 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
- NTT America, Inc. (Tallahassee, FL)
- …with CIOs, CTOs, COOs, and other key decision makers. Serve as a trusted advisor and position NTT DATA as a go-to partner. Bring our executive leadership into ... decision-making processes, and sales opportunity assessment. Strong presentation, negotiation, and financial acumen. **This role is perfect for you if you:** +… more
- HCA Healthcare (Gainesville, FL)
- …plans (accident, critical illness, hospital indemnity), auto and home insurance , identity theft protection, legal counseling, long-term care coverage, moving ... assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on… more
- Mass Markets (FL)
- …maintain relationships with key clients and stakeholders, serving as a trusted advisor and advocate for the company's value proposition. + Market Expansion:Lead ... decision-making capabilities. + Strong business acumen and understanding of financial metrics. + Outstanding negotiation, communication, and relationship-building skills.… more
- CBRE (Tallahassee, FL)
- …associated with data center sites or projects. + Serve as consultant, advisor , and authorized representative for hyperscale data center clients throughout all ... of the commercial real estate industry in the areas of financial analysis, project management, construction, ethical practices, business operations, marketing, and… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- First Horizon Bank (Orlando, FL)
- …a financial advisor by educating the customer about financial strategies (eg Financialplanning, investments, insurance , credit, market trends) based ... needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify newcustomer needs and… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more