Amerant BankWealth Management Advisor Amerant BankWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
WayfairNewFull Time Design Advisor- Birch Lane WayfairFull Time Design Advisor- Birch LaneBoca Raton, FL$22–$25AI & Tech Aptitude: A self-starter mindset with comfort using design tools (AutoCAD, SketchUp, Revit, DesignFiles), POS systems, CRM platforms like Salesforce, and familiarity with using AI for design efficiency. Strong Salesmanship: 2+ years of sales experience (ideally with higher price-point products), with a proven ability to build trust and close sales across face-to-face, phone, and digital platforms.
State Farm Mutual Automobile Insurance CompanyNewBodily Injury Paralegal-Insurance Defense State Farm Mutual Automobile Insurance CompanyBodily Injury Paralegal-Insurance DefenseFort Lauderdale, FL$56,420–$72,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more.
Amerant BankHead of Int'l WM Business Development Amerant BankHead of Int'l WM Business DevelopmentCoral Gables, FLThis role is responsible for managing and growing an individual client book, recruiting and developing Financial Advisors and advisor teams, and providing ongoing leadership and business development support to the broader Financial Advisor group dedicated to the international banking segment. Requires strong knowledge of wealth management products and services, private banking and advisory solutions, and the international client segment, together with the ability to build effective partnerships across business lines and support referral-driven growth.
State Farm Mutual Automobile Insurance CompanyBodily Injury Attorney-Insurance Defense State Farm Mutual Automobile Insurance CompanyBodily Injury Attorney-Insurance DefenseFort Lauderdale, FL$115,000–$165,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.
Amerant BankHead of Rewards Amerant BankHead of RewardsMiramar, FLThe role partners closely with executive leadership, the Compensation and Human Committee of the Board, Finance, Risk, and HR Business Partners to support a high-performance culture and attract, retain, and motivate top talent. Partner with Legal, Finance, and external advisors to manage executive compensation programs, including equity plans, short and long-term incentives, and deferred compensation.
First Horizon BankNewSenior Business Banking Relationship Manager First Horizon BankSenior Business Banking Relationship ManagerMiami, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.
First Horizon BankNewCommercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIICoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorFt Lauderdale, Florida$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Brady FinancialFinancial Advisor Brady FinancialFinancial AdvisorMiami, FLServe as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
Wealth Enhancement Group LLCFinancial Advisor Wealth Enhancement Group LLCFinancial AdvisorMiami, FL$79,000–$127,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Our Miami office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorCooper City, FL$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Miami & Islands Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Miami & Islands MarketMiami, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Florida Tropics Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Florida Tropics MarketFort Lauderdale, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences helping to create a work community that is culture driven, resilient, results focused, and effective.
Truist BankFinancial Advisor, Truist Investment Services, Miami, FL Truist BankFinancial Advisor, Truist Investment Services, Miami, FLMiami, Florida2. Banking experience helpfulGeneral 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. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Palm Beach Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Palm Beach MarketDelray Beach, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorMiami, FLFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Truist Financial CorpFinancial Advisor, Truist Investment Services, Miami, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Miami, FLMiami, FLGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Truist Financial CorpFinancial Advisor, Truist Investment Services, Las Olas, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Las Olas, FLFt Lauderdale, FLGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Deloitte Touche Tohmatsu LtdProject Financial Analyst, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdProject Financial Analyst, Engagement Financial AdvisorMiami, FL$66,200–$121,800 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
TD BankFinancial Advisor - Miami Beach, FL TD BankFinancial Advisor - Miami Beach, FLMiami Beach, FloridaEnsures 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.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteFLRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Wells Fargo BankNewAssociate Private Client Financial Advisor Wells Fargo BankAssociate Private Client Financial AdvisorFort Lauderdale, FloridaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Thrivent Financial for LutheransFinancial Advisor - Ft. Lauderdale/Miami/Boca Raton Thrivent Financial for LutheransFinancial Advisor - Ft. Lauderdale/Miami/Boca RatonBoca Raton, FLThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
The Toronto-Dominion BankFinancial Advisor - Miami Beach, FL The Toronto-Dominion BankFinancial Advisor - Miami Beach, FLMiami Beach, FL$72,280–$108,160 / yearEnsures 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.
Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - FL, Boca Raton (2311) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - FL, Boca Raton (2311)Boca Raton, FL175126true175126falseSubmission for the position Entry Level - Financial Advisor - FL Boca Raton 2311 - Job Number PIN_15342false175126falsetrueEntry Level - Financial Advisor - FL Boca Raton 2311PIN_15342UNITED STATES-FL-Boca RatonUNITED STATES-FL-Boca RatonEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - FL, Ft Lauderdale (4093) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - FL, Ft Lauderdale (4093)Fort Lauderdale, FL363431true363431falseSubmission for the position Entry Level - Financial Advisor - FL Ft Lauderdale 4093 - Job Number 2200014Dfalse363431falsetrueEntry Level - Financial Advisor - FL Ft Lauderdale 40932200014DUNITED STATES-FL-Fort LauderdaleUNITED STATES-FL-Fort LauderdaleEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - FL, Ft Lauderdale (3074) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - FL, Ft Lauderdale (3074)Fort Lauderdale, FL175175true175175falseSubmission for the position Entry Level - Financial Advisor - FL Ft Lauderdale 3074 - Job Number PIN_20565false175175falsetrueEntry Level - Financial Advisor - FL Ft Lauderdale 3074PIN_20565UNITED STATES-FL-Fort LauderdaleUNITED STATES-FL-Fort LauderdaleEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Corebridge Financial IncWealth Financial Advisor - Boca Raton, FL Corebridge Financial IncWealth Financial Advisor - Boca Raton, FLBoca Raton, FLWe provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Bank of America CorpFinancial Solutions Advisor - West Pines Boulevard Financial Center Bank of America CorpFinancial Solutions Advisor - West Pines Boulevard Financial CenterPembroke Pines, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] [Bank of America logo shown periodically throughout] On screen disclosure: Please see important information at the end of this video.
CurrentFinancial Advisor - OR, NY, NJ, FL, or CA CurrentFinancial Advisor - OR, NY, NJ, FL, or CAAventura, FloridaCross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
LPL FinancialFinancial Advisor - First Horizon Bank LPL FinancialFinancial Advisor - First Horizon BankMiami, FloridaThis employment opportunity at First Horizon Bank in Miami, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
The Misch GroupRIA Financial Advisor The Misch GroupRIA Financial AdvisorMiami, Florida$90,000–$500,000 / yearPosition Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.
Synovus Financial CorpSpecialty, Financial Advisor Synovus Financial CorpSpecialty, Financial AdvisorFort Lauderdale, FLConducts full cross-selling of the Bank''s lending, depository and cash management products to new and existing governmental clients, performing the duties as a trusted financial advisor to targeted prospective clients and existing client base. Works in partnership with the local market executive and support teams to promote bank growth and profitability by growing deposits and providing other financial services through either direct or cross-selling efforts.
Contact Government Services LLCSenior eDiscovery Technical Advisor Top Secret Clearance Required Contact Government Services LLCSenior eDiscovery Technical Advisor Top Secret Clearance RequiredMiami, FLContractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems, e.g., MS-Exchange servers, shared drives, desktops, text, and instant messages, in accordance with the discovery plan to support OGC attorneys, paralegal specialists, Information Management Division personnel, and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas, related to civil and criminal matters, congressional inquiries, FOIA requests, and other inquiries. Contractor shall administer data inputs into an electronic discovery review platform, i.e., eDP, which includes but is not limited to creating cases, adding collected source data, handling user access rights, uploading data logs, de-duplicating collected source data, identifying data gaps, merging, verifying data, and assuring electronic discovery production quality in Bates numbering and load file creation.
Fifth Third BancorpInvestment Executive (Financial Advisor) Ft. Lauderdale, FL Fifth Third BancorpInvestment Executive (Financial Advisor) Ft. Lauderdale, FLFort Lauderdale, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance.
The PNC Financial Services Group IncFinancial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementAventura, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Synovus Financial CorpFinancial Advisor - Client Service Advisor Synovus Financial CorpFinancial Advisor - Client Service AdvisorCoral Gables, FLMinimum Education: Bachelor''s Degree in Business Administration, Finance, Accounting, or related discipline Minimum Experience: 8+ years job specific experience Required Knowledge, Skills, & Abilities: Thorough understanding of key planning issues affecting affluent and high net worth individuals Advanced knowledge of investments and financial markets Strong lending and credit experience Ability to communicate effectively and ask difficult personal questions Advanced knowledge of retail banking operational policies, Federal, State and other banking regulations and compliance requirements Advanced knowledge of banking products including lending, deposits and investment areas Proficient in related banking software and Microsoft Office including Word, Excel, PowerPoint Demonstrated competency and experience in developing solutions to problems of diverse scope and complexity Certification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Corebridge FinancialWealth Financial Advisor - Boca Raton, FL Corebridge FinancialWealth Financial Advisor - Boca Raton, FLBoca Raton, FloridaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Bank of America CorpFinancial Solutions Advisor - North Ft Lauderdale Bank of America CorpFinancial Solutions Advisor - North Ft LauderdaleCoral Springs, FLMerrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation, BofA Corp. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Bank of America CorpFinancial Solutions Advisor - E. Palmetto Area Bank of America CorpFinancial Solutions Advisor - E. Palmetto AreaBoca Raton, FLAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Bank of America CorpFinancial Solution Advisor - South Miami Bank of America CorpFinancial Solution Advisor - South MiamiCoral Gables, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Bank of America CorpFinancial Solutions Advisor - Central Broward Market Bank of America CorpFinancial Solutions Advisor - Central Broward MarketFort Lauderdale, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Synovus Financial CorpFinancial Advisor Synovus Financial CorpFinancial AdvisorFort Lauderdale, FLnRequired Knowledge, Skills, & Abilities:\n\n Knowledge of commercial loan products, credit analysis techniques, disbursement procedures, and underwriting functions\n Knowledge of commercial loan structures, setting of appropriate loan and financial covenants, and\n Knowledge of universally accepted loan practices\n Sales skills, and the ability to solicit interest in products and/or services\n Negotiation skills and the ability to secure customer relationships\n Strong customer service skills\n Strong verbal and written communication skills\n Ability to effectively and clearly speak in public and group settings\n Ability to gather information and provide appropriate solutions\n Proficiency using Microsoft Office software products\n\n. Job Summary\n \nAs a senior member of the Middle Market Banking team, develops, maintains, and owns long-term and profitable relationships with commercial customers having $35MM to $500MM in revenue.
Synovus Financial CorpFinancial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateFort Lauderdale, FLRequired Knowledge, Skills, & Abilities: Excellent analytical, time management and organizational skills Ability to communicate effectively with potential, new, and established client groups Strong oral and written communication skills Proficient with Client Relationship Management (CRM) systems Proficient with Microsoft Office Suite including Word, Excel and PowerPoint Preferred Knowledge, Skills, & Abilities: Knowledge of Synovus Bank systems utilized for customer support (e.g., deposit systems, PFP, insite) Knowledge of Synovus Bank policies, products and services with emphasis on commercial depository services * Experience using Salesforce. Minimum Education: Bachelor''s degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience Minimum Experience: One year as a WRA I; or 3 years of customer service experience in the financial services industry.
Bank of AmericaFinancial Solutions Advisor - Broward County Bank of AmericaFinancial Solutions Advisor - Broward CountyMiramar, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
San Blas SecuritiesFinancial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Greater Miami Area, FLFull timeThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
HCI CollegeFinancial Aid Advisor HCI CollegeFinancial Aid AdvisorFort Lauderdale, FL$45,000–$50,000 / yearResponsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.
Universal Technical Institute IncNewAdvisor Financial Aid Universal Technical Institute IncAdvisor Financial AidMiramar, FL$24–$26 / hourWhether you're working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. Deliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Broward / North Dade Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Broward / North Dade MarketHialeah, FLMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.