- 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 (Boca Raton, 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
- Huron Consulting Group (Tallahassee, FL)
- …team as the expert you are now and create your future. **Position Summary** Senior Directors represent the pinnacle of consulting success At Huron Senior ... Huron values as well as personal commitment and integrity. Another key function Senior Directors carry out is to serve as engagement leaders-working closely with… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cancels and corrects as needed. * Ensures trades are receiving appropriate breakpoints/ sales charges. * Reviews, uploads and researches rejects on bulk trades for ... discretionary accounts, works with advisor to reprocess as needed. * Coordinates and processes share class conversions, works with both internal and external… more