- Sands Investment Group (Fort Lauderdale, FL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... Successful candidates will: At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded… more
- Santander US (Miami, FL)
- …AIS accounts as well as the growth of new accounts. The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based on ... business development opportunities and acts as primary resource for investment communication. The Senior Advisor ...business opportunities and promote the development of the Active Investment Services through marketing to sales force… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- First Horizon Bank (Coral Gables, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …municipalities. + Serves as primary educational resource for financial advisors with investment monitoring reporting and investment policy statement concepts. + ... state law and local ordinance inquiries for municipal clients. + Conducts investment recommendation reviews and monitors performance against an investment policy… more
- Citigroup (Jacksonville, FL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital ... The Wealth Solutions Advisor SAFE Act position is a developing professional...a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and… more
- Truist (Jupiter, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Citigroup (Miami, FL)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through education and experience, to develop and execute comprehensive investment strategies that align with the trust company's goals, overseeing the ... market research, managing risk, and leading a team of investment professionals that work closely with advisors, all while...that embrace the firms core values and collaborate with advisor and their clients + Foster a culture of… more
- Lenovo (Jacksonville, FL)
- …Client Advisor **General Information** Req # WD00077724 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
- PNC (Vero Beach, FL)
- …and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Vero Beach, ... on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing… more
- PNC (Fort Lauderdale, FL)
- …to contribute to the company's success. As a Branch Network Planning Advisor within PNC's Retail Distribution Operations - Centers of Excellence organization, you ... within financial guidelines. + Develops business cases for major capital investment decisions to continually drive firm's ability to reach targeted customers… more
- BMO Financial Group (Sarasota, FL)
- …Management/Private Banking working with high net worth clients. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio ... client. + Develops and executes the business development strategy, sales targets and the sales results for...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Confluent (Tallahassee, FL)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
- JPMorgan Chase (Tampa, FL)
- …and play a key role in shaping the future of payments. As a Payments Global Sales Controls Manager within the Commercial & Investment Bank, you will be at the ... clients grow and streamline their businesses. Join our Global Sales Controls Management team as a Vice President, where...quantifies, manages, and monitors risk. + Act as an advisor to business leads on mitigating emerging risks with… more
- CoStar Realty Information, Inc. (Fort Lauderdale, FL)
- Sales Executive - Digital Advertising - Ft. Lauderdale Job Description Sales Executive - LoopNet Digital Advertising - Ft. Lauderdale, FL **Job Description** ... powerhouse global team to reach our goals. As a Sales Executive with LoopNet you will be part of...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
- Wells Fargo (Tampa, FL)
- …. **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or "Financial Sponsors") ... focus on providing the full suite of commercial and investment banking products and services with an emphasis on...across the Wells Fargo platform + Work closely with senior and junior colleagues across numerous PE firms to… more
- First Horizon Bank (Orlando, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.… more
- Paychex (St. Petersburg, FL)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... experience and successful completion of required training programs and/or certification by senior sales management. + 2 years of experience in Relevant sales… more
- Citigroup (Miami, FL)
- …skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more