- PNC (Hollywood, FL)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Aventura, FL. Bilingual Spanish ... preferred . Financial Advisors are based within a bank branch...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Truist (Ocala, FL)
- …toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal… more
- Tiffany & Co. (Boca Raton, FL)
- …design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- Reynolds & Reynolds (Fort Lauderdale, FL)
- …professionals to join our consulting team. Our superior software solutions, our award-winning sales , service, and support have made us one of the most recognized and ... industry.As a Parts Manager - Service Manager - Service Advisor your primary focus will be to establish professional...will build trust that will further drive consulting services sales . If you are looking for an opportunity to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion for providing ... orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to...FINRA Series 66 or 63 & 65 required. * Insurance License required. * FINRA Series 24 or 9/10 preferred… more
- Broadcom (Tallahassee, FL)
- …for customers in complex and/or strategic accounts by establishing a trusted advisor relationship, balancing both the technology and business objectives of the IMS ... rates to ensure future growth opportunities. **Activities** + Work closely with Broadcom sales teams to help identify and remove technical barriers needed to achieve… more
- PNC (Coral Gables, FL)
- …and have an opportunity to contribute to the company's success. As a Banking Advisor Sr. within PNC's Private Bank organization, you will be based in Coral Gables, ... book of business to ensure client satisfaction, client retention and expansion of sales revenue. PNC Employees take pride in our reputation and to continue building… more
- Navy Federal Credit Union (Pensacola, FL)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …research, and resolve problems. **Essential Duties and Responsibilities:** + Monitors the sales practice activities of branch managers through the use of various ... apply to account trading activity of clients' accounts by monitoring financial advisor activity, reporting findings and managing concerns in a professional and… more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... new personal client relationships. 7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs. 8. Solid understanding… more