- 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 ... The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory.* Works closely with other ... consultant team members to meet sales goals by identifying and...to large audiences.* Meets specific objectives related to in-person financial advisor interaction as communicated from management.*… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …documentation of best practices for using Salesforce to track and measure advisor relationship management. Interview divisional team members, compile usage tips, ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be...We are a highly collaborative and energetic relationship management team who is at the beginning of a multi-year… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients. + Assist team members with marketing efforts including presentations, financial advisor /client launch campaigns, and webinars. + Stay abreast of ... the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to...team environment to provide crucial support to the financial advisors and branch office. + May solicit order… more
- HUB International (Tallahassee, FL)
- …(business, nonprofits, etc.). + Complete comparisons, benefit/cost analysis and reports for advisor 's and team 's review and discussion per established procedures ... future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:**...and timely completion. + Responsible to communicate with other team members and assist advisor to ensure… more
- JPMorgan Chase (Jacksonville, FL)
- …investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the ... expectations and creating a client obsession culture within the team + Provide field feedback to practice management on...of various technology issues + Maintain and update Independent Advisor coverage report + Serve as liaison and manage… more
- Bank of America (Ponte Vedra Beach, FL)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... oriented and creative problem solver to join our growing team . This essential role helps to provide high quality/high...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- Bank of America (Destin, FL)
- …developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more