• Outside Sales Advisor

    SCI Shared Resources, LLC (Plantation, FL)
    …multi task, set priorities and manage appointments + Experience with in-home and/or seminar based sales preferred + Proficient computer skills required, with ... We celebrate our associates. Pre-Arrangement Advisors are responsible for generating sales thru company-provided leads from multiple channels. Our primary focus is… more
    SCI Shared Resources, LLC (01/14/26)
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  • Asset Management - Private Wealth Alternatives,…

    JPMorgan Chase (Tampa, FL)
    …wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
    JPMorgan Chase (01/04/26)
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  • Senior Private Wealth Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …in the sales process through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, ... trust services, estate taxes and other relevant topics. + May lead the work of others; coaches and mentors less experienced staff. + Develops and maintains strong relationships across all levels of the organization. + Reviews progress of assignments with… more
    Raymond James Financial, Inc. (01/08/26)
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  • Trust Officer - Estate and Trust Settlement

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …in the sales process through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, ... trust services, estate taxes and other relevant topics. + May lead the work of others; coaches and mentors less experienced staff. + Develops and maintains strong relationships across all levels of the organization. + Reviews progress of assignments with… more
    Raymond James Financial, Inc. (01/07/26)
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