- KeyBank (Naples, FL)
- …Prepares and delivers client presentations, individually and as part of a team , presenting appropriate financial solutions via consultative review and proactive, ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... team environment to provide crucial support to the financial advisors and branch office. * Opens new client...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Wells Fargo (Miami, FL)
- …is seeking a Senior Lead Commercial Banking Relationship Manager to join our team in the South Florida Market, supporting business clients that have sales revenue ... by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing… more
- City National Bank (Tallahassee, FL)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Friday, up to 40 hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a ... **Knowledge, Skills, and Abilities** **Knowledge of** + Assist in Financial Advisor point tracking for Recognition Club...+ Work independently as well as collaboratively within a team environment. + Provide a high level of customer… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …upon request to Financial Advisor . + Assists in development of financial models to forecast team revenue and income. + Assists with preparation of ... goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial … more
- Truist (Tampa, FL)
- …description:** Purpose: Provide Leadership and Manage Supervision associates. Lead team of experienced advisory Divisional Supervisors tasked with supervisory ... business. Assist with escalated items as requested from the team and/or Management. Proactively engage partners within the firm...by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure… more
- PNC (Orlando, FL)
- …PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment ... corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to… more
- Ameresco (FL)
- …key objectives for this role is to be regarded as a "trusted advisor " for our Clients - developing long-term relationships and projects. Relationship Account ... that will translate into being chosen as the successful trusted advisor ; + Maintain customer relationship responsibility and accountability; + Strategically… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more