- 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 (Coral Springs, FL)
- Financial Solutions Advisor - Consumer Investments - Wiles Road Financial Center Coral Springs, Florida **Job Description:** At Bank of America, we are ... + Minimum of one year of experience in the investments industry, including investment training and in-depth...Minimum of one year of experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lake Mary, FL)
- Financial Solutions Advisor - Consumer Investments - Lake Mary Office Lake Mary, Florida **Job Description:** At Bank of America, we are guided by a common ... * 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
- Bank of America (Jacksonville, FL)
- Consumer Investments - Financial ...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… 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
- 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 (New Port Richey, 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
- TD Bank (Fort Lauderdale, FL)
- …relevant data experience will be considered + Experience within the Banking/ Financial Services Industry ( Consumer banking product business knowledge preferred) ... in executing on the Initiative Data Management team's mandate for the Consumer Banking Portfolios: + Work on complex business information management initiatives for… more
- TD Bank (Jacksonville, FL)
- …Prioritizes and manages own workload to meet SLA requirements for service and productivity + Consistently exercises discretion in managing correspondence, ... the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- MyFlorida (Tampa, FL)
- …responsible for licensing, chartering, examining, and regulating depository and non-depository financial institutions and financial service companies, ... Title: FINANCIAL EXAMINER/ANALYST II - 43004589 Pay Plan: Career Service Position Number: 43004589 Salary: $53,000.00 - $60,000.00 (Plus CAD) Posting Closing… more
- Wells Fargo (Bradenton, FL)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related… 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
- MyFlorida (West Palm Beach, FL)
- …Requisition No: 854797 Agency: Office of Financial Regulation Working Title: FINANCIAL SPECIALIST - 43001941 Pay Plan: Career Service Position Number: ... examination, regulatory or compliance work experience relating to securities dealers, investment advisers, financial institutions, financial services… more
- HCA Healthcare (St. Petersburg, FL)
- … investments , and so forth. + You will communicate financial operational performance with all stakeholders, including senior administration, appropriate facility ... the United Kingdom. We are looking for a Chief Financial Officer for our HCA Florida Northside Hospital team...3% to 9% of pay (based on years of service ) + Employee Stock Purchase Plan with 10% off… more
- PNC (Coral Gables, FL)
- …between clients and PNC partners (ie. PNC Investment , PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. + Grows ... position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Benefits** PNC offers a comprehensive… more
- Bank of America (Jacksonville, FL)
- …with various Investment and Monetary Control teams, Merrill branch offices, Consumer Investments , and senior management to minimize client and Merrill ... are guided by a common purpose to help make financial lives better through the power of every connection....daily, weekly, and monthly reports for supporting Merrill and Consumer Investments lines of business. The candidate… more