- PNC (Aventura, FL)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Aventura, FL. ... Financial Advisors are based within a bank ...staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve… more
- Bank of America (Coral Gables, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Associate Coral Gables, Florida **Job Description:** At Bank of America, we are guided by a common...offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Fort Lauderdale, FL)
- …office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often serve as the ... Registered Wealth Management Client Associate Fort Lauderdale, Florida **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Truist (Coral Gables, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify… more
- Truist (Coral Gables, FL)
- …data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing ... by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify...and process certain operational requests as instructed by the financial advisor and/or client. These may include:… more