- Edward Jones (West Palm Beach, FL)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... clients first in everything they do. We're creating all-new market locations to help us better reach our clients...and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning… more
- Citigroup (Miami, FL)
- …adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client ... relationships (solutions and services) in an intensely competitive fragmented market , taking fullest advantage of the Citi franchise while protecting the Bank and… more
- Truist (Coral Gables, FL)
- …financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... orders as directed from FA and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features… more
- Wells Fargo (Miami, FL)
- …the origination, structuring, and execution of secured credit facilities for middle- market and large corporate clients. This role demands a deep understanding ... ability to build lasting relationships with private equity firms, investment banks, and internal stakeholders. You'll identify new business...**In this role, you will:** + Act as an advisor to develop or influence long-term goals for highly… more
- CBRE (Tallahassee, FL)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... to shape the next chapter in the renewable energy market by identifying and executing tax credit, capital ...across the renewables ecosystem. + Act as a trusted advisor throughout the deal lifecycle-from initial conversations to post-closing… more
- Citigroup (Miami, FL)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- M&T Bank (Vero Beach, FL)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely… more
- PagerDuty (Tallahassee, FL)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …offerings. + ** Market Insight** : Deliver informed perspectives on market trends, investment strategies, and product positioning. + **Cross-Functional ... to financial advisors. Your primary focus will be to deliver market intelligence, promote fixed income solutions, and support trade execution. Responsibilities… more
- Lenovo (FL)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... Lenovo is seeking a dynamic, results-driven **Sales Director** to lead our **Mid- Market Segment** within the Infrastructure Solutions Group (ISG). This leader will… more