- Citigroup (Boca Raton, FL)
- …**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong ... The Senior Wealth Advisor SAFE Act is a seasoned professional role....in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +… more
- US Bank (Sarasota, FL)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate… more
- PNC (Coral Gables, FL)
- …Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process **Competencies** Client ... to contribute to the company's success. As a Banking Advisor Sr. within PNC's Private Bank organization, you will...to ensure client satisfaction, client retention and expansion of sales revenue. PNC Employees take pride in our reputation… more
- Regions Bank (Naples, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as they apply to account trading activity of clients' accounts by monitoring financial advisor activity, reporting findings and managing concerns in a ... research, and resolve problems. **Essential Duties and Responsibilities:** + Monitors the sales practice activities of branch managers through the use of various… 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 ... makes us special and impactful. **The Opportunity** As a dedicated Compensation Advisor , you will be responsible for the design, assessment, implementation and/or… more
- PNC (Orlando, FL)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Private Bank organization, you will be based in Orlando, ... assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and...of the business through the introduction and expansion of financial services to the client. + Executes risk management… more
- Tiffany & Co. (Bal Harbour, FL)
- …Deliver Excellence and Cultivate an Entrepreneurial Spirit **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- Tiffany & Co. (Miami, FL)
- …design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing… more