- Morgan Stanley (Tampa, FL)
- …FA, Financial Advisor , sales goals **Job:** **Wealth Management* **Title:** * Financial Advisor - Acquisition Sales (VCS) - Tampa, FL* ... Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom...goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA's premier destination advice… more
- Bank of America (Tallahassee, FL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- PNC (Naples, FL)
- … Advisor within PNC's Linga organization, you will be based in Naples, FL. The Payments Sales Advisor at Linga will oversee the sales of the full suite of ... Merchant Services Solutions. As the Sales Advisor for Linga's Merchant Solutions business,...existing partners and extended stakeholders to to drive merchant acquisition and increase market visibility. Achieve sales … more
- Truist (Miami, FL)
- …and sales skills that establish the WA as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including UHNW segment ... objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor ...in annualized book revenues. 3. Responsible for new client acquisition and the growth, enhancement and retention of their… more
- Citigroup (Miami, FL)
- The Lending Advisor is a key member of the CPB... structuring and execution skills + Strong marketing and sales skills + Good knowledge of financial ... to fully develop the lending opportunities with their clients. + The internal sales leader for Structured Lending and Margin credit offerings, liaising with the CPB… more
- Travelex (Warrington, FL)
- **Customer Service Advisor -** **Asda Travel Money, Warrington Birchwood** **-** **Part Time** **Job Type:** Permanent, Part Time **Hours per week:** 16 hrs ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- US Army Acquisition Support Center (Orlando, FL)
- …the competitive service. About the Position: Serves as technical cybersecurity advisor and cybersecurity subject matter expert and responsible for technical ... various lifecycle stages across all pathways within the Adaptive Acquisition Framework. Responsibilities Supervises the activities of Cybersecurity staff under… more
- Truist (Naples, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …success of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations * Primary focus on (1) Sales (identifying ... fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or… more
- Amazon (Miami, FL)
- …execute that strategy within our Digital Native Business vertical. The CPM is a trusted advisor for our customers who can drive strategic and financial value for ... project closure in their assigned accounts or territories. AWS Sales , Marketing, and Global Services (SMGS) is responsible for...sector. This is a customer facing - new customer acquisition role may require up to 50% travel to… more
- BMO Financial Group (Naples, FL)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as… more
- Black & Veatch (Orlando, FL)
- …Opportunity** _As the Chief of Staff, you will function as an executive advisor to the President of Strategic Advisory & Lifecycle Resiliency Services (SALRS)._ You ... excellence with focus on driving key strategic objectives including sales performance to goals + Expand the bandwidth and...in outcomes + Serve as an informed and engaged advisor to business leadership. Engage productively and proactively in… more
- Draken International (Lakeland, FL)
- …Accounts Receivable, Accounts Payable, Payroll, Treasury/Banking, Partnership Tax, Property/ Sales /Use/State tax, budgets, program/operations finance, financial ... US - Vice President Finance Reporting to the Chief Financial Officer (based in Europe), the Draken US Vice...leadership team, the Vice President of Finance is an advisor to the Draken US management team, Draken Group… more
- Proofpoint (Tallahassee, FL)
- …a Customer Success Manager to join the Tessian team following the Proofpoint acquisition . You will be taking ownership of a critical portfolio of approximately 60-80 ... existing Proofpoint Commercial customers. **Your day-to-day** + Serve as the trusted advisor to our customers and executive sponsors post initial sale. This is… more