- Bank of America (Jacksonville, FL)
- …financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking ... relationships by uncovering financial needs and recommending the best products , services, and solutions to meet those needs +...(IRAs), and loans + Identifies client needs for licensed sales functions, making referrals to Line of Business partners… more
- ADP (Maitland, FL)
- …and expand cross-functional (internal and external) business partnerships including Sales , Finance, Global Product & Technology, Compliance Solutions, ... As a **Strategic Planning** partner, you will report to the DVP & General Manager of Compliance and Shared Services under Smart Compliance Solutions and be a trusted… more
- Compass Group, North America (Orlando, FL)
- …of product in relation to excellence in execution: service, visual merchandising, building a sales &service focused culture. + Must have at least 2 years ... below:** **http://www.levyrestaurants.com/who-we-are/** **Job Summary** As the Rank+Rally Assistant Store Manager , you will be responsible in executing "The Difference"… more
- Bank of America (St. Petersburg, FL)
- …is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management ... to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors… more
- Bank of America (Pensacola, FL)
- …is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management ... the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture… more
- Lucid Software (Tallahassee, FL)
- …an Account Manager , or similar role) + Experience with software sales (prospecting & closing) + Experience with Salesforce leads, contacts, and opportunities + ... teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold… more
- Wells Fargo (Tamarac, FL)
- …Banker (SAFE) role and perform the following duties: + Participate in building relationships with customers and spend time understanding required needs + Identify ... range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs + Analyze...and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial… more
- Wells Fargo (Ocala, FL)
- …Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify ... range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs * Analyze...and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial… more
- Bank of America (Lighthouse Point, FL)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or Financial… more
- Neuberger Berman (FL)
- …LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment ... prescribed territory of Northern Florida. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and… more