- Truist (Coral Gables, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...data (ie pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact initiatives that ... fostering partnerships, and delivering measurable outcomes in a dynamic, advisor -centered and compliant environment. The ideal candidate combines strategic vision… more
- Truist (Orlando, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Citigroup (Miami, FL)
- …experience. The ME combines market strategy, business development, and robust advisor supervision to expand client relationships, capture new opportunities, and ... is a strategic, results-driven leader capable of balancing growth initiatives, advisor development, and stringent regulatory supervision. Success in this role will… more
- Truist (Winter Park, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and… more
- Ensono (Miami, FL)
- …talent. **Key Responsibilities** + Set the strategic direction for pre- sales business development, direct prospecting, partner and alliance management, and ... third-party advisor engagement, aligning with Ensono's business objectives and growth...and new business pipeline development. + Collaborate cross-functionally with Sales , Marketing, Product, Delivery, and Finance teams to maximize… more
- ADP (Fort Myers, FL)
- ADP is hiring a ** Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you want ... with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (Fort Lauderdale, FL)
- ADP is hiring a ** Sales Representative, Major Accounts.** Thanks for clicking! Let us tell you some more * Are you restless, revved up, and ready to get things done? ... a better way to work starts with our own sales teams. Every day, our extraordinary sales ...to persevere until you get it right. * Trusted Advisor . Lives integrity and delivers on promises every time.… more
- Publicis Groupe (St. Petersburg, FL)
- …Build and maintain strong relationships with clients, acting as a trusted technical advisor throughout the initial pre- sales engagement and again when they ... is a critical technical resource throughout the entire client lifecycle, from initial sales engagement to post- sales integration and expansion. Serving as the… more
- Concentrix (Tallahassee, FL)
- …human-centered services. They lead and manage the opportunity from initial sales qualification to pursuit to close, utilizing enterprise solution selling, practice ... contributor role who bring to bear the best of sales at Concentrix within a high culture team environment...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more