- Principal Financial Group (Miami, FL)
- …is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... Advice Team has an exciting opportunity for you! We're looking for a Sr ** Retirement Education Specialist (Bilingual in Spanish)** to join our Miami, FL team. In… more
- US Bank (Jacksonville, FL)
- …work experience - Five or more years of clerical and/or customer service experience Preferred Skills/Experience - Extensive knowledge of the organization, products, ... Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five...positions may also be subject to the requirements of FINRA , NMLS registration, Reg Z, Reg G, OFAC, the… more
- Truist (Melbourne, FL)
- …manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services ... clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding… more
- US Bank (Naples, FL)
- …services to frame, acquire, and retain relationships. The PWA leads our team-based service model, ensures the delivery of our client experience, and is responsible ... their respective areas of expertise. As a US Bank representative in the community, the PWA also acts as...- Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving… more
