- 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 (Coral Springs, 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
- 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
- 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
- Truist (Fort Lauderdale, 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
- 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
- Wells Fargo (Coral Gables, FL)
- …Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... . **In this role you will:** + Assist Financial Advisor (s) with sales , service, and operational related activities such as providing service… more
- CoStar Realty Information, Inc. (Miami, FL)
- Sales Executive - LoopNet Digital Advertising - Miami, FL Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real ... powerhouse global team to reach our goals. As a Sales Executive with LoopNet you will be part of...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
- Deloitte (Miami, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting...taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Citigroup (Miami, FL)
- …communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific ... area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more