- Topcon Positioning Systems, Inc (Tallahassee, FL)
- …business opportunities, deliver tailored solutions, and act as a trusted advisor to clients. **Responsibilities** + Manage a portfolio of strategic accounts, ... client satisfaction, retention, and loyalty. + Act as a trusted advisor , offering solutions and recommendations aligned with the client's business objectives.… more
- Bank of America (Miami, FL)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... matters. **Responsibilities:** * Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information. **Start Date:** ... up to 40 hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a liaison to the… more
- Deloitte (Tampa, FL)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles. + ... compliance with contractually required policies and processes and with the Firm's internal policies. + Continue to collaborate with different functions to socialize… more
- OneRail (Orlando, FL)
- …solution in a complex and competitive space, acting as a trusted advisor to prospects and delivering high-value, data-driven outcomes. Why Join OneRail? + ... sales through the lens of value delivery and relationship building; trusted advisor mindset. + Consultative Seller: Expert in discovery, objection handling, and… more
- First Horizon Bank (Orlando, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as...credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit,… more
- Bank of America (Jacksonville, FL)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... within wealth management planning framework, and alignment with distribution partners ( internal and external) * Marketing and brand development * Implementation of… more
- JPMorgan Chase (Miami, FL)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Recruiting team is expanding to support and further enhance the visiting advisor 's experience at recruiting events, conferences and group home office visits. ... + Act as the point person between the team and other internal partners, including home office visit coordinators, departments (corporate) and external speakers… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide ... + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial Advisors to research and… more