- Amerantbank (Coral Gables, FL)
- …a timely manner.Provide superior customer service to broker dealer/registered investment advisor .Ensure strict confidentiality of client , firm, and employee ... to the bank's affiliated broker dealer and registered investment advisor .Responsibilities:Open new brokerage and advisory accounts. Review investment account… more
- James Perse Los Angeles (Bal Harbour, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BAL HARBOUR LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- Bank of America (Miami, FL)
- Private Client Advisor II Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Tamarac, FL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Gap Inc. (Aventura, FL)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior level of service through an inclusive… more
- James Perse Los Angeles (Aventura, FL)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S AVENTURA SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...all store and company procedures while maintaining operational and client experience excellence. + All other duties as assigned.… more
- Truist (Miami, FL)
- … client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business ... than 5 years of credit experience + Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible… more
- Truist (Coral Gables, FL)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... and sales skills that establish the WA as a trusted, client -focused, financial advisor with capabilities to serve affluent clients, including UHNW segment… more
- Bank of America (Weston, FL)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- First Horizon Bank (Coral Gables, FL)
- …: On site at location listed in job posting. **Summary** As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients,… more
- Bank of America (Plantation, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Plantation, Florida **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Truist (Coral Gables, FL)
- …214 North Tryon Street, Charlotte, NC 2. 201 Alhambra Circle, Coral Gables, FL Provides client and advisor support to a team of Wealth, Legal Specialty or ... The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team. ESSENTIAL DUTIES AND… more
- Publicis Groupe (Miami, FL)
- …experience, operating, and technology strategies; and will assume the role of the client 's trusted advisor from ideation to implementation. **Role Objectives** + ... Product Management: Leverage your marketing technology expertise to evolve our client 's capabilities and streamline experiences that differentiate the brand and… more
- JPMorgan Chase (Miami, FL)
- …of attracting, developing and retaining top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive way + Manages issues to ... locally. You will establish, maintain, and build relationships while delivering exceptional client service. As a Market Executive within JP Morgan Advisors, you will… 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 Wealth & ... business and being accountable for the success of the client relationship. What we can offer you * Comerica...the business development function. * Be viewed as an advisor by serving as a resource speaker for related… more
- Ensono (Miami, FL)
- Mainframe Technical AdvisorRemote - United StatesJR010619 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the ... client ; provide leadership on troubleshooting and execution. You will...in performing all the duties of as a technical advisor . Using your proven communication, analytical, and problem-solving skills… more
- Ensono (Miami, FL)
- Mainframe Technical AdvisorRemote - United StatesJR009910 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the ... client ; provide leadership on troubleshooting and execution. You will...in performing all the duties of as a technical advisor . Using your proven communication, analytical, and problem-solving skills… more
- Edward Jones (Fort Lauderdale, FL)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Truist (Fort Lauderdale, FL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… 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 its ... there is an exciting opportunity for an experienced Financial Advisor to join the investment program and take an...opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review… more
