- Bank of America (Jacksonville, FL)
- Financial Solutions Advisor - Bilingual Spanish (Series 7 required) Jacksonville, Florida **Job Description:** **Position Description** Financial ... solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining… more
- PNC (Miami, FL)
- … within PNC Investments, you will be based in the Miami, FL Market. Bilingual Spanish speaking preferred. Financial Advisors are based within a bank branch ... their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized ...financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our… more
- Morgan Stanley (Miami, FL)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... *POSITION SUMMARY:* Registered Client Service Associates - Bilingual Spanish/English (CSAs) help shape the future of...action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan… more
- Elevance Health (Miami Gardens, FL)
- …I** **- Bilingual ** is responsible for acting as a trusted advisor and educator on inquiries such as coverage for medications and prior authorizations. ... **Customer Care Representative I - Bilingual ** **Location:** This is a virtual position with...contracts, eligibility and claims. + Analyzes problems and provides information/ solutions . + Operates a PC/image station to obtain and… more
- Morgan Stanley (Miami, FL)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure,… more
- Morgan Stanley (Miami, FL)
- …the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human ... firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and...needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional… more
- Morgan Stanley (Miami, FL)
- …the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human ... firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and...needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional… more
- American Heart Association (Orlando, FL)
- …estate planning actions to achieve goals and meets with donors' estate planner or financial advisor in tandem with other association staff as appropriate + Makes ... with us. The American Heart Association has a great opportunity for an ** Advisor , Charitable Estate Planning** based in **Florida.** This is a home-based position… more
- MAS Global Consulting (Tampa, FL)
- …software engineering, cloud modernization, and expanding our leadership in Data and AI-driven solutions . With onshore and nearshore teams in the same time zones, we ... deliver innovative and efficient solutions that streamline digital outcomes for midsize and global...account planning and engagement. + Act as a trusted advisor , ensuring measurable customer satisfaction and uncovering opportunities for… more
- Citigroup (Plantation, FL)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- PNC (Brandon, FL)
- …within PNC's Business Banking organization, you will be based in Brandon/Florida. Bilingual Spanish preferred. PNC Business Bankers provide cash flow solutions ... businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to… more
- Bank of America (Pensacola, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Winter Park, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients...currently hold Series 7 & 66 or 63/65 + Bilingual in Spanish strongly preferred + 2+ years post… more
- GAF (Miami, FL)
- …their space. + Influence your contractors constantly networking to become a trusted advisor to existing and potential customers. Navigate when to defer to a client's ... client to make better choices. Thrive on expert problem solving, determining solutions that execute favorable results. Engage and educate customers with insight and… more