UNKNOWN

FEED

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Investment Consultant - Winter Park, FL

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FULL_TIME

HOUR

The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions.

Partners Federal Credit Union

Member Experience Professional I - Branch (LBV)

partner JazzHR

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Client Service Associate - NR

[AW]-iCims

What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Registered Client Service Associate

5+ years of experience in product design, UX, or HCI, with a proven ability to execute high-craft, technically informed solutions, and a personal track record of shipping complex work end-to-end. Own design end-to-end for a core area of the Dispatch platform: the custodian and data workflows at the center of how firms move and manage client data.

Dispatch

Senior Product Designer

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Senior Business Manager, Legal

Senior Associate, Internal Audit & Controls - Miami, FL

Your primary focus is on growth - increasing “wallet share” through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management’s capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to “close the deal”; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.

Deutsche Bank

Senior Relationship Manager - LATAM

Client Success Specialist II

The Senior Fiduciary Coordinator is responsible for supporting the South Region Advisory practice by managing multiple projects or work streams and helping triage and evaluate trust acceptance matters and inquiries requiring advisory oversight. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust

Senior Fidicuary Coordinator

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As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Works within guidelines and policies Knowledge: • Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings.

Northern Trust Corp

Senior Investment Associate

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Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records.

Foundation Risk Partners Corp

Client Services Associate

OTHER

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Full Time Branch Intern

What You'll Be Doing: Under general supervision the Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For: Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing marketing strategies to attract new clients.

Portfolio Analyst

As a SoFi Investment Specialist, you will support existing SoFi members and new customers by providing product education, account assistance, and operational support across SoFi's suite of investment services. In this role, you will help members understand these products, navigate account processes, and access the resources they need to manage their investment accounts.

SoFi

Investment Specialist II

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The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

Client Service Associate

Senior Fiduciary Coordinator

ADAPTED_NOW

Build and execute proactive direct sourcing strategies across social media channels, professional networks, and referral pipelines to identify high-caliber candidates for front office and financial services roles. What You Will Be Doing Lead full-cycle recruitment for the Wealth Management organization, managing sourcing, screening, interviewing, and offer negotiation to deliver a seamless hiring experience for candidates and hiring managers alike.

Motion Recruitment

Lead Recruiter - Banking / Financial Services

They 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. Experience with marketing related activities including, preparing client presentations and marketing materials, coordinating marketing events, client emails, direct mail, educational content, and targeted marketing initiatives.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wealth Management Advisor Jobs in Florida

Investment Consultant - Winter Park, FL Fidelity

Member Experience Professional I - Branch (LBV) Partners Federal Credit Union

Client Service Associate - NR Stifel

Registered Client Service Associate Stifel

Senior Product Designer Dispatch

Senior Business Manager, Legal Corient

Senior Associate, Internal Audit & Controls - Miami, FL Corient

Senior Relationship Manager - LATAM Deutsche Bank

Client Success Specialist II Corient

Senior Fidicuary Coordinator Northern Trust

Senior Investment Associate Northern Trust Corp

Client Services Associate Foundation Risk Partners Corp

Full Time Branch Intern Stifel

Portfolio Analyst Stifel

Investment Specialist II SoFi

Salesforce Delivery Lead - Financial Services Accenture Plc

Client Service Associate Stifel

Senior Fiduciary Coordinator Northern Trust

Lead Recruiter - Banking / Financial Services Motion Recruitment

Part-Time Client Associate Wells Fargo Bank

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