- Oracle (Tallahassee, FL)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- HUB International (Fort Lauderdale, FL)
- …our Retirement & Private Wealth practice will continue to sharpen your client and consulting skills, while giving you the chance to work directly with seasoned ... the community **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Manage the financial planning process: + Collect client data,...certification + Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software +… more
- EFI Global (Tampa, FL)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in:** + Thorough and balanced documentation… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....and tracking of Financial Advisor expenses. + Creates reports to build more practice… more
- JPMorgan Chase (Boca Raton, FL)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- First Horizon Bank (Fort Lauderdale, FL)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Bank of America (West Palm Beach, FL)
- …responsibilities include serving as the primary point of contact or trusted advisor , collaborating with teammates, and facilitating client relationships with ... Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services (Miami, Fort Lauderdale, Palm Beach) Miami, Florida;West Palm Beach, Florida; Fort… more
- Oracle (Tallahassee, FL)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more