- 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 (North Miami Beach, 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
- HSBC (Miami, FL)
- …platforms (currently Spectrum and Managed Portfolio Allocations) and Alternatives. As the Senior Investment Specialist for Asset Management, you will be the ... High Net Worth, Ultra High Net Worth. As our Senior Investment Specialist you will: + Serve...Wealth Management, Private Banking, Internal Wholesaling, External Wholesaling, Securities Sales Assistant, Financial Advisor or other securities… 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
- 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
- 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
- JPMorgan Chase (Miami, FL)
- …families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. Part ... of our team of specialists, as the Wealth Advisor , through a comprehensive understanding of our clients' wealth...This entails international and domestic travel + As a senior marketer, deliver in-market educational presentations to internal and… 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
- Black & Veatch (Coral Springs, FL)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- Paychex (Miami, FL)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... experience and successful completion of required training programs and/or certification by senior sales management. + 2 years of experience in Relevant sales… 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