- Deloitte (Miami, FL)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...mitigate post-signature delivery and engagement risks. Knowledge Management and Training Support + Maintain knowledge of core professional services… more
- Truist (Port Orange, FL)
- …SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...the short- and long term strategic planning and overall training of the team. ESSENTIAL DUTIES AND RESPONSIBILITIES Following… more
- Wells Fargo (Miami, FL)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...one or a combination of the following: work experience, training , military experience, education **Desired Qualifications:** + Commercial Banking… more
- JPMorgan Chase (Orlando, FL)
- …leadership + Serve as a mentor and resource to advisors, providing coaching and training , so they can be the most effective advisors possible + Lead advisors in ... a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be...both one on one and workshop based presentations and training **Required qualifications, skills, and capabilities:** + 5+ years… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... and develop a team of supervisory professionals. + Provide training , guidance, and career development support to team members....Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** +… more
- Anytime Fitness (Titusville, FL)
- Now Hiring: Personal Trainer and Membership Advisor - Anytime Fitness Location: Titusville, FL Type: Part-Time Inspire. Empower. Lead by Example. At Anytime Fitness, ... at a time. As a Personal Trainer and Membership Advisor , you're more than a coach-you're a connector, motivator,...with members of all fitness level * Execute personalized training programs for both 1-on-1 and small groups *… more
- JPMorgan Chase (Tampa, FL)
- …for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be ... be accountable for client satisfaction + Provide guidance and training to team members based on knowledge of Trade.../ Letters of Credit + Robust background working as advisor negotiating and structuring agreements supporting Letters of Credit… more
- Allegro Management Company Llc (Tallahassee, FL)
- …Living Advisor (LSLA), assist in coordinating and providing ongoing training to Community associates in sales, customer service and first impressions. Every ... The only thing missing is YOU! The Senior Living Advisor is responsible for building and maintaining high occupancy...the Community in conjunction with the Lead Senior Living Advisor (LSLA). Areas of Responsibility + Greet prospects, residents,… more
- Wells Fargo (Jacksonville, FL)
- …. **In this role you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as providing service ... telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg ... guidance for financial advisors and their clients. + Frequent participation in advisor education events and client meetings to facilitation asset growth and… more