• Citigroup, Inc. (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...and services. Directly responsible for providing timely responses to client service requests, received via telephone or… more
    Upward (07/08/25)
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  • Iron Mountain Incorporated (Tampa, FL)
    …sales professionals to join us in this exciting new chapter! With significant investment in our growth, this new location represents an incredible opportunity to ... environment, we want you on board! Position Summary The Inside Sales Representative is responsible for driving revenue growth through strategic prospecting within a… more
    Upward (07/12/25)
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  • Northwestern Mutual (Tampa, FL)
    …Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best ... off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect...to prospect and network to build your business and client base Develop and execute on a business strategy… more
    Upward (07/11/25)
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  • Northwestern Mutual (Naples, FL)
    …your path to becoming a financial advisor, you start as a financial representative focused on client -building and obtaining licenses. Our award-winning training ... focuses on: Planning Experience *Asset & Income Protection *Education Funding * Investment & Advisory Services *Trust Services *Retirement Solutions *Business Needs… more
    Upward (07/11/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Coral Gables, FL)
    …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from ... to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
    Raymond James Financial, Inc. (07/17/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
    Truist (07/19/25)
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  • Registered Wealth Investment Services…

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
    Citigroup (07/04/25)
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  • Client Services Representative

    Bank of America (Jacksonville, FL)
    Client Services Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client -Services- Representative \_25026303) **Job Description:** Merrill Wealth Management is… more
    Bank of America (07/24/25)
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  • Financial Advisor, Truist Investment…

    Truist (Tampa, FL)
    …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
    Truist (07/22/25)
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  • Investment Sales Manager

    CBRE (Tampa, FL)
    Investment Sales Manager Job ID 218765 Posted 27-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) Tampa - ... teams, including portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly review sales data,… more
    CBRE (05/28/25)
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