- TD Bank (West Palm Beach, FL)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- Citigroup (Miami, FL)
- The Telesales Specialist role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily ... to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- Wells Fargo (Palm Beach, FL)
- …a wide range of Wells Fargo Wealth Investment Management products to include investment sales , full balance sheet solutions and deposit balances + Act as an ... (or FINRA recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business… more
- Jacobs (Miami, FL)
- …achieve client satisfaction and fully leverage relationships to benefit the clients and the firm . Working with members of our team, your focus is to make sure Jacobs ... is the clients' firm -of-choice for Healthcare advisory, design and PMCM across our...and recommend strategic actions to optimize our business development investment and market share growth. * Identify higher levels… more
- Jacobs (Tampa, FL)
- …to help them achieve their goals while fully leveraging that relationship for the firm . Working with members of our team, your focus is to make sure that ... Jacobs is the client's firm of choice and is seen as their best...and recommending strategic actions to optimize our business development investment and market share growth * Identify higher levels… more
- Bank of America (Tampa, FL)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** This role will materially support the firm 's goal of delivering a menu of high-quality private markets investment opportunities to private ... PCG and Capital Markets origination, investments research, operational due diligence, sales , and operations teams to accomplish objectives. Under general direction… more
- Citigroup (Miami, FL)
- …desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In ... of the Citi franchise while protecting the Bank and client/ firm by complying with relevant policies, procedures, and country...Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +… more
- Citigroup (Miami, FL)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Truist (Jacksonville, FL)
- …**Please review the following job description:** Purpose: Mitigate risk for the firm from financial, reputation and regulatory items by ensuring that the advisors, ... overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure… more