- GTE Financial (Tampa, FL)
- …requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies. Leverage expertise in personal and business financial ... decisions such as investments, retirement planning, insurance needs, and wealth management strategies. Develop personalized plans that reflect each member's… more
- Truist (Tampa, FL)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of… more
- TD Bank (Tampa, FL)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with ... with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves...an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and… more
- JPMorgan Chase (Tampa, FL)
- …Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. ... deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a… more
- Truist (Spring Hill, FL)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including… more
