- Citigroup (Jacksonville, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses (required) + Group 1 insurance + ... channel and account solutions that best meet the needs of the client , which may include digital platforms, centralized team-based advice, or in-market, dedicated… more
- PNC (Palm Beach Gardens, FL)
- …be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Candidates being ... Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- Citigroup (Miami, FL)
- …improvements and generates new ideas to streamline processes/transactions. **Qualifications and Education:** + Series 7 & 63 licenses for US based employees + ... America businesses. Their focus is to ensure that effective client service is provided to our ultra high net...Bachelor's degree/University degree or equivalent experience + Relevant 5- 7 years of experience in the financial services industry… more
- Citigroup (Miami, FL)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the...client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored… more
- Citigroup (Miami, FL)
- …understand, utilize and learn computer and web based applications **Qualifications and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant ... **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the...client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored… more
- PNC (Fort Lauderdale, FL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Bank of America (Naples, FL)
- …the Market Executive would also be supported by a local Business Support Manager. Series 7 , 63, 65 or 66, and 24 required. **Responsibilities:** * Drive ... driving growth, productivity, and an integrated business across all client solutions. The Market Executive will focus on growing...and driving a culture and strategy of growth and client engagement across all roles. Through the leverage created… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of experience, education, and/or training as approved by Human Resources **Licenses/Certifications** + SIE and Series 7 license preferred but not required ... way through resolution and final communications. + Overall ownership to resolve client requests and escalated issues. + Identifies and independently resolves complex… more
- First Horizon Bank (Big Pine Key, FL)
- …Suite + In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + Not necessary **Hours** : ... both teller and platform support as needed to keep client wait times to a minimum and to provide...and provide all other deposit product services. + Identify client needs through consultative conversations and recommend appropriate products… more
- ManpowerGroup (Jacksonville, FL)
- …We are excited to announce that Jefferson Wells is hiring Directors of Client Strategy and Business Development. The Director, Client Strategy & Business ... a pipeline of opportunities that drives GP$ goals. Keep client information and sales leads up to date in...suite of ManpowerGroup solutions. **Experience** **Required** + **Experience** : 7 + years career experience and understanding of finance and… more