- Guardian Life (Tallahassee, FL)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Wells Fargo (Sarasota, FL)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales , service and operational related activities ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …arrange next steps, and continue to collaborate in the recruiting process with the advisor (s) and all relationships on a proactive basis. Act in a professional ... sales and marketing capacity to build relationships and help...have occurred. . Identifies other business models based on advisor feedback and in consultation with their recruiting partners.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... * Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events. * Answers… more
- Anywhere Real Estate (Miami, FL)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Ricoh Americas Corporation (Miami, FL)
- …The Principal Consultant, Inkjet - Commercial Print Market is a high-impact, sales -focused role responsible for driving revenue growth through strategic sales ... and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in...The position demands deep knowledge of commercial print environments, sales acumen, and the ability to articulate and deliver… more
- BMO Financial Group (Miami, FL)
- …an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...expert on relevant regulations and policies. + Advises on sales strategy based on a deep understanding of the… more
- Truist (Jacksonville, FL)
- …overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- CBRE (Tallahassee, FL)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... are seeking a high-performing business developmentand relationship managementprofessionalwith strong sales instincts and transactional acumen tobuild strategic partnerships with… more
- Lumen (Tallahassee, FL)
- …the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance ... risks, and drive continuous improvement. + Serve as a trusted advisor to senior leadership, providing insights, recommendations, and visibility into strategic… more