• Registered Wealth Investment…

    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...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
    Citigroup (07/04/25)
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  • Financial Advisor, Truist Investment…

    Truist (Ocala, 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 (07/31/25)
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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 ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
    Truist (07/19/25)
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  • Financial Consultant, Truist Investment…

    Truist (Tampa, FL)
    …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
    Truist (07/18/25)
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  • Investment Advisor

    Navy Federal Credit Union (Pensacola, FL)
    … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… more
    Navy Federal Credit Union (07/29/25)
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  • Consumer Investments - Investment…

    Bank of America (Jacksonville, FL)
    …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
    Bank of America (07/24/25)
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  • Investment Sales Manager

    CBRE (Tampa, FL)
    Investment Sales Manager Job ID 218765 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly...part of the global leader in commercial real estate services and investment that helps businesses and… more
    CBRE (05/28/25)
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  • Investment Sales Analyst

    CBRE (Tampa, FL)
    Investment Sales Analyst Job ID 230163 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) Tampa - ... opportunities through prospecting, networking, relationship building, and selling additional services to current client base. + Provide...part of the global leader in commercial real estate services and investment that helps businesses and… more
    CBRE (07/24/25)
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  • Sr. Financial Service Representative

    Bank of America (Jacksonville, FL)
    Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service - Representative \_25030796) **Job Description:** Merrill Wealth Management is… more
    Bank of America (07/22/25)
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  • Customer Service Representative

    CBRE (Tallahassee, FL)
    Customer Service Representative Job ID 230213 Posted 30-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Customer Service ... of a global leader in commercial real estate and investment services that help businesses and people...training, and experience. The minimum salary for the Customer Service Representative position is $17.00 per hour… more
    CBRE (07/31/25)
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