- 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
- Citigroup (Boynton Beach, FL)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- …Financial Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and insurance services to ... there is an exciting opportunity for an experienced Financial Advisor to join the investment program and...to the branch employees, identified credit union executives and sales manager regarding sales practices, and business… 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
- Comerica (Fort Lauderdale, FL)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... management, are customer focused, and drive for results. Position Responsibilities: Sales Management * Achieve annual new business fee goals by formulating… 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
- PNC (Miami, 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 the PNC Footprint may be considered. The Branch Network Planning Advisor is responsible for PNC's branch network distribution strategy. The successful… more
- Deloitte (Miami, FL)
- …Recruiting for this role ends on May 31, 2025 What You'll Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify ... Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state...you! We are looking for a sharp, analytical Tax Senior Manager who is ready to seek and take-on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to expand firm planning capabilities, generate new business opportunities and increase PCB sales and advisor engagement. * Ensures product marketing content and ... campaign development aligns with strategic PCB objectives. * Oversees advisor education strategy including national/regional conferences, senior level advisor… more