- Bank of America (Clearwater, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors ... sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities. * Facilitating transition/ acquisition … more
- Truist (St. Petersburg, 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
- Truist (St. Petersburg, FL)
- …to improve client satisfaction and sales potential. Perform as a Valued Advisor while understanding financial needs of the client or prospect and their ... and promotion of Truist image within community. Generate growth and achieve sales targets by successfully managing a Truist regional specialized group of Association… more
- Deloitte (Tampa, FL)
- …As an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters who ... for clients as they assess JVs, Partnerships, Acquisitions, or potential sales . Senior Consultant level responsibilities include: + Synthesize overall technology… more