• Head of Annuity Product Management

    Bank of America (Jacksonville, FL)
    …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
    Bank of America (07/22/25)
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  • Registered Client Associate

    Wells Fargo (Jacksonville, FL)
    …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo...telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account… more
    Wells Fargo (08/29/25)
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  • Senior Relationship Banker

    First Horizon Bank (Homestead, FL)
    …in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...to bank partners, including but not limited to mortgage, wealth , private client, and business banking + Proactive Client… more
    First Horizon Bank (08/23/25)
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  • HNW Private Banker SAFE Act

    Citigroup (Miami, FL)
    …easily understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + ... thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to… more
    Citigroup (06/03/25)
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  • Citi Private Bank - UHNW Private Banker - Director…

    Citigroup (Miami, FL)
    …easily understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + ... understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients… more
    Citigroup (07/09/25)
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  • Lead Application Developer

    Citigroup (Tampa, FL)
    …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
    Citigroup (08/09/25)
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  • Management Fee Specialist

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
    Raymond James Financial, Inc. (07/15/25)
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  • Director Private Banker CPB

    Citigroup (Miami, FL)
    …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that.../investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment,… more
    Citigroup (07/08/25)
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  • Finance Manager

    First Horizon Bank (Coral Gables, FL)
    … services. **Essential Duties and Responsibilities** : * Act as a trusted financial advisor to Regional and LOB leadership, delivering data-driven insights to ... (LOBs) and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is… more
    First Horizon Bank (08/16/25)
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  • Business Banking Relationship Manager II

    First Horizon Bank (Fort Lauderdale, FL)
    …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you… more
    First Horizon Bank (06/20/25)
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