- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/ ... service . + Respond to more advanced issue escalations promptly...provide managerial approvals as required. + Provide a quality service to clients. Responsibilities may include processing cases, dealing… more
- Huntington National Bank (Columbus, OH)
- Description Summary:The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals. Duties...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Huntington National Bank (Kent, OH)
- Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Arvada, CO)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- JPMorgan Chase (Westerville, OH)
- …sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, ... you will partner with clients to create custom financial plans based on their goals. You will meet...scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... homeownership. Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers… more
- JPMorgan Chase (Edina, MN)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor … more
- Edward Jones (Tempe, AZ)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... with clients, Branch Teams, products or service . This is...to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including… more
- PNC (Parma, OH)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Parmatown ... Branch . Financial Advisors are based within a...business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals… more