- Bank of America (Miami, FL)
- Private Wealth Client Associate Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Truist (Fort Lauderdale, FL)
- …(In-Market and/or Virtual), in addition to meeting individual producer targets. 2 . Personally establish and periodically update understanding of client financial ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Bank of America (Fort Lauderdale, FL)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... portfolio of complex clients and prospects with annual revenues of $50 million to $ 2 billion and helps companies save, borrow, and invest for their current and… more