- Bank OZK (Sarasota, FL)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... professional disposition + Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and in writing +… more
- JPMorgan Chase (Sarasota, 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
- Truist (Sarasota, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- Bank of America (Sarasota, FL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Truist (Sarasota, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Thrivent Financial (Sarasota, FL)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- US Bank (Sarasota, FL)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening ... client relationships. The PWA uses familiarity with ...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- Bank of America (Sarasota, FL)
- Financial Solutions Advisor - Sarasota South Market Lakewood Ranch, Florida;Sarasota, Florida **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lakewood-Ranch/Financial-Solutions- Advisor Sarasota-South-Market\_25049427) **Job Description:** At Bank of America, we… more
- PNC (Sarasota, FL)
- …about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Sarasota, FL. The position ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Fifth Third Bank, NA (Sarasota, FL)
- …efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank ... and group coaching sessions with retail bank employees. + Develop and conduct client meetings to review existing accounts and close sales individually and jointly… more
- Kohl's (Port Charlotte, FL)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- H&R Block (Sarasota, FL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Foundation Partners Group (Punta Gorda, FL)
- …industry across the nation. We currently have an opening for a Family Service Advisor at Charlotte Memorial Funeral Home & Cemetery in Punta Gorda, FL. This position ... home show booths + Sets appointments and makes presentations in prospective client family homes to sell prearrangements + Attends visitations, funerals, and… more
- H&R Block (Sarasota, FL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (Sarasota, FL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Jacobs (Sarasota, FL)
- … advisor and connector, you'll lead pursuit strategies, strengthen client relationships, and collaborate with multidisciplinary teams to deliver innovative, ... Jacobs is seeking a dynamic and experienced Client Service Lead to drive strategic growth and...Client Service Lead to drive strategic growth and client engagement across Florida's transportation market. This is a… more
- Jacobs (Sarasota, FL)
- …business development to provide input and understand the applications/tools required for client and program projects. * Stay updated on new technology and industry ... trends to serve the client 's best interests through project workflows. * Participate in...* Build relationships with clients to become a trusted advisor in the digital space. * Regularly engage with… more
- CDM Smith (Sarasota, FL)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more
- Wells Fargo (Sarasota, FL)
- …clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while ... delivering a branded, client -centric experience that drives growth and positions the bank...with policies and procedures + Act as a trusted advisor by offering a full range of products and… more
- Gerber Collision & Glass (Venice, FL)
- …and a high degree of accuracy. + Ability to consistently demonstrate a successful client experience + Communicate clearly both verbally and in writing. + Ability to ... body shop, I-CAR, ICAR, dent repair, DRP, adjuster, appraiser, service advisor , writer, customer, manager, leader, management, career, potential, manager, trainer… more
