- Scotiabank (Tampa, FL)
- …insights influence strategies, support product innovation, inform clients on drafting or revising investment policies and educate sales teams on deposit and ... of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure… more
- City National Bank (Tallahassee, FL)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... 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
- Fifth Third Bank, NA (Orlando, FL)
- …business, investment products and financial solutions. + Highly developed sales and presentation skills. + Travel required within assigned territory. ... handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee… more
- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7-66-\_25048233) **Job Description:** At Bank of America, we are… more
- Truist (Tampa, FL)
- …a consultative sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies ... deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are… more
- US Bank (Tampa, FL)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... degree, or equivalent work experience - 10 or more years of investment experience **Preferred Skills/Experience** - Thorough understanding of investment … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with the client journey. + Interfaces with teams across RJIM, including Sales and Distribution, Marketing, Advisory Services, IT, Investment Operations, and ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Huntington National Bank (Naples, FL)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large and complex ... portfolios based on client and corporate investment objectives. + Works closely with the customer to...strategy. + Responsible for ongoing customer service and joint sales calls with business development staff. + Must keep… more
- Truist (Fort Myers, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those… more