UNKNOWN

FEED

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor - North Pinellas

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Premier Advisor - Tampa/St. Petersburg

Premier Advisor - Tampa Palms

GEMCORE, a family of companies headquartered in Hudson, Ohio - Edwards Health Care Services, GEMCO Medical, GemCare Wellness, and GEM Edwards Pharmacy - offers a core set of healthcare solutions by partnering with manufacturers, providers, employer groups, insurance groups, and patients to deliver high quality healthcare products and innovative services to proactively better lives. The Diabetes Care Advisor’s primary role is to serve as the main point of contact for each patient and coordinate their health care professional, insurance benefits insulin pump and continuous glucose (CGM) orders with physician offices and insurances, ensuring excellent customer service throughout entire from start to finish.

Edwards Health Care Services

Diabetes Care Advisor - Concierge/Non-Clinical - Onsite/Hybrid

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

YEAR

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. 
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at <a href="mailto:hrcompliance@td.com">hrcompliance@td.com</a>. Please include your FULL NAME, CONTACT INFORMATION and DETAILS ABOUT YOUR REQUEST within the e-mail. TD Bank is an Equal Opportunity Employer. 
“EOE/Minorities/Females/Veterans/Individuals with Disabilities".

TD Bank

Financial Advisor - Clearwater, FL

Retail, wholesale parts sales experience along with Rey&Rey, CDK, Automated Computer experience ideal but not required. Write purchase orders for parts and sublet work as needed from outside suppliers and obtain management approval.

Morgan Auto Group

Parts Advisor at Nissan Wesley Chapel

FULL_TIME

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Fisher Investments

Investment Counselor (Financial Advisor Alternative)

[AW]-iCims

Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

Tesla Inc

Tesla Advisor, Sales

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.

Marsh McLennan

Client Advisor

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

HOUR

Vanguard Group

Senior Wealth Advisor

Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Certified Financial Advisor

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

Your in-depth knowledge of Counterintelligence (CI), Foreign Intelligence Entity (FIE) capabilities, and operational security as they apply to each unique operational event or tasking will allow you to seek out, identify, plan for, propose, integrate, and evaluate comprehensive risk management frameworks in support of Special Operations. This position directly supports critical mission sets by collecting, vetting, and analyzing complex data sets to assess and validate risks to personnel, physical assets, utilities, infrastructure, the information environment, and other vital SOCOM strategic priorities.

CACI International Inc.

Risk Management Advisor

As a Comfort Advisor / Outside Sales Representative , you’ll drive revenue by selling our products and services to both existing and prospective clients. You’ll work directly with customers to understand their needs, offer tailored solutions, and provide an exceptional experience from consultation through installation.

Strada Services Careers

HVAC Sales Comfort Advisor

Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III - Tampa / Naples

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Virtual Premier Advisor - Tampa / St. Petersburg

We believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.

Account Director Jobs in Dallas, TX

Premier Advisor - North Pinellas Truist Financial Corporation

Premier Advisor - Tampa/St. Petersburg Truist Financial Corporation

Premier Advisor - Tampa Palms Truist Financial Corporation

Diabetes Care Advisor - Concierge/Non-Clinical - Onsite/Hybrid Edwards Health Care Services

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Wealth Advisor III - Tampa / Naples Truist Bank

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Premier Advisor - Tampa/St. Petersburg Truist Bank

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