UNKNOWN

FEED

Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 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.

Truist Financial Corp

Wealth Advisor III

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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.

Premier Advisor - North Pinellas

Premier Advisor - The Villages, FL

Premier Advisor - Tampa/St. Petersburg

Through creative lending solutions and a skilled team of wholesale experts, we help mortgage brokers and bankers expand their businesses by addressing the unique financing needs of independent real estate investors and small business owners. The successful candidate should be comfortable making decisions, identifying potential problems before they become closing issues, communicating confidently with internal and external stakeholders, and driving transactions to the finish line.

Gradient Mortgage Capital, LLC

Commercial Loan Closer

Trinet ATS 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. (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).

Truist Bank

Virtual Premier Advisor - Brevard, FL

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Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * 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.

Wealth Advisor III - Orlando

Premier Advisor - Lakeland, FL

Wealth Advisor III - Tampa / Naples

Premier Advisor - Stuart, FL

Wealth Advisor III - Palm Beach / Boca Raton

Virtual Premier Advisor - Miami

This role serves as a primary point of contact for owners, closing companies, real estate professionals, brokers, title agencies, attorneys, and internal teams regarding ownership record updates and transfer requirements. Westgate Resorts is seeking a Document Management Name Change Specialist fluent in English and Spanish to support timeshare ownership transfers, resale transactions, name changes, and account maintenance activities.

Westgate Resorts

Document Management - Name Change Specialist (Bilingual)

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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.*

Wealth Advisor III - Miami

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 - Boca Raton, FL

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

This role serves as a primary point of contact for owners, closing companies, real estate professionals, brokers, title agencies, attorneys, and internal teams regarding ownership record updates and transfer requirements. The ideal candidate will have experience in customer service, call center operations, timeshare administration, title processing, deeding, contract processing, real estate transactions, mortgage servicing, or hospitality operations.

Mortgage Attorney Jobs in Florida

Wealth Advisor III Truist Financial Corp

Premier Advisor - North Pinellas Truist Financial Corp

Premier Advisor - The Villages, FL Truist Financial Corp

Premier Advisor - Tampa/St. Petersburg Truist Financial Corp

Commercial Loan Closer Gradient Mortgage Capital, LLC

Virtual Premier Advisor - Brevard, FL Truist Bank

Premier Advisor - North Pinellas Truist Bank

Wealth Advisor III - Orlando Truist Bank

Premier Advisor - Lakeland, FL Truist Bank

Wealth Advisor III Truist Bank

Wealth Advisor III - Tampa / Naples Truist Bank

Premier Advisor - Stuart, FL Truist Bank

Wealth Advisor III - Palm Beach / Boca Raton Truist Bank

Premier Advisor - The Villages, FL Truist Bank

Virtual Premier Advisor - Miami Truist Bank

Document Management - Name Change Specialist (Bilingual) Westgate Resorts

Wealth Advisor III - Miami Truist Bank

Virtual Premier Advisor - Boca Raton, FL Truist Bank

Virtual Premier Advisor - Tampa / St. Petersburg Truist Bank

Name Change/Resale Specialist (Bilingual) Westgate Resorts

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