- Bank of America (Jacksonville, FL)
- Consumer Investments - Financial Service Representative I Lincoln, Rhode Island;Hunt Valley, Maryland; Jacksonville, Florida; Fort Worth, Texas; Chandler, ... term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be… more
- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist...representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. ... as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee...SIE, S7 and S66 certifications + Focuses daily on service to sales with existing Merrill clients + Provides… more
- Bank of America (Bradenton, FL)
- Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market Bradenton, Florida;Sebring, Florida; Winter Haven, Florida; Brandon, Florida ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Crystal River, FL)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Crystal River Financial Center Crystal River, Florida **Job Description:** At ... advice and customized solutions to clients, helping them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment … more
- PNC (Melbourne, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments , you will be based in Rockledge, FL. ... branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- PNC (FL)
- …company's success. * The Regional Supervision Risk Officer (RSO) reports into PNC Investments , which is a broker-dealer subsidiary of PNC Bank. This role works with ... business. In addition, the RSO proactively coaches and trains financial advisors on proper sales practices and disseminate information...9/10). As a Regional Supervision Officer (RSO) within PNC Investments , you may be based in a remote location.… more
- Bank of America (Jacksonville, FL)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- Citigroup (Jacksonville, FL)
- …+ 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments ) preferred. + Prior work experience in a ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… more
- Regions Bank (Satellite Beach, FL)
- …careers section of the system. **Job Description:** At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both ... in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to… more
- TD Bank (Fort Lauderdale, FL)
- …banking operations a plus + Experience with Section 1033 of the Dodd-Frank Act ( consumer financial data access rights) helpful + Strong leadership and project ... Marketing US line of business, leading review of brand and consumer product marketing, completing regulatory research, assisting with regulatory change management,… more