- Charles Schwab (Orlando, FL)
- …in providing custody, trading, technology, and practice management services to independent investment advisory firms. AWS seeks to add value to industry-leading ... advisors by providing exceptional client service and support. The Service Excellence Team (SE) partners with the Service organization to ensure the delivery of world-class client experiences through effective coaching. We do so by leveraging voice and workflow… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique… more
- WTW (Tampa, FL)
- …and administration gained in a human resources consulting, benefits outsourcing, investment advisory , recordkeeper or defined contribution asset management ... company. + 401(k) plan and/or 403(b) experience, along with deep knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans + Pooled Employer Plan (PEP) would be considered + Broad understanding of human capital strategy… more
- WTW (Tampa, FL)
- …and administration gained in a human resources consulting, benefits outsourcing, investment advisory , recordkeeper, or defined contribution asset management ... company + 401(k) and/or 403(b) plan experience, is necessary along with knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans + Proven experience successfully working on multiple projects and producing quality… more
- World Insurance Associates, LLC. (Tampa, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Sales Executive - Commercial Lines Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small,… more
- World Insurance Associates, LLC. (Miami, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Position Summary + Independently leads client strategy and service on the largest and most complex clients across the company, a typical client generates over $100k in annualized revenue. Clients are often self-funded, with 500+ enrolled EEs. +… more
- World Insurance Associates, LLC. (Titusville, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Personal Lines Inside Sales Representative The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. This individual handles client… more
- Robert Half Office Team (Vero Beach, FL)
- …approach to reviewing and preparing documents. * Previous experience in financial services or investment advisory is a plus. * Capable of managing multiple tasks ... in a fast-paced environment. TalentMatch(R) Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement… more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. +… more