NewFinancial Services Team Associate - Fort Lauderdale, FL Coastal WealthFinancial Services Team Associate - Fort Lauderdale, FLFort Lauderdale, FL$20–$20 / hourp>Company Description Brian A. Madrigal, ChFC®, AAMS® a Financial Planner at Coastal Wealth, a growing financial services firm dedicated to helping individuals, families, and businesses build and protect their wealth. This role supports financial advisors with day-to-day client service, including preparing meeting materials, organizing client files, and responding to client inquiries in a timely and professional manner.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorCooper City, FL$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Financial Advisor Trainee (Boca Raton, FL) Raymond James Financial IncFinancial Advisor Trainee (Boca Raton, FL)Boca Raton, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Miami & Islands MarketMiami, FLli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Florida Tropics MarketFort Lauderdale, FLli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences helping to create a work community that is culture driven, resilient, results focused, and effective.
Associate Private Client Financial Advisor Wells Fargo & CoAssociate Private Client Financial AdvisorFort Lauderdale, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateFL$77,000–$214,000 / yearp>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateFL$77,000–$214,000 / yearp>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Litigation Attorney Hinshaw & Culbertson LLPFinancial Services Litigation AttorneyCoral Gables, FLp>Title:Financial Services Litigation AttorneyID:731229045Department:AttorneyLocation:Miami/Coral Gables, FLSalary Range:N/ASalary Range Note:N/AWorkplace Type:Hybrid. Hinshaw & Culbertson, a leading national law firm, seeks a mid-level litigation associate to join the Consumer Financial Services practice in its Miami/Coral Gables office.
Financial Services Representative - Boca Raton, FL FidelityFinancial Services Representative - Boca Raton, FLBoca Raton, FloridaRemoteCustomer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Services Representative - Coral Gables, FL FidelityFinancial Services Representative - Coral Gables, FLCoral Gables, FloridaRemoteCustomer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
NewFinancial Services Advisor - Regional SAE InstituteFinancial Services Advisor - RegionalNorth Miami Beach, FL$24.03–$28.84 / hourp>The Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Financial Services Advisor (Regional) Qualifications: Experience in higher education (Financial Aid preferred) environment or an equivalent combination of education and experience; Requires excellent computer skills.
Financial Advisor - First Horizon Bank LPL Financial Holdings IncFinancial Advisor - First Horizon BankMiami, FLThis employment opportunity at First Horizon Bank in Miami, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorMiami, FLp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
NewFinancial Services Advisor - Regional SAE Institute Group IncFinancial Services Advisor - RegionalNorth Miami Beach, FL$24.03–$28.84 / hourp>The Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Financial Services Advisor (Regional) Duties and Accountabilities: Builds rapport and effectively communicates with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
Client Service Associate- Coral Gables, FL Raymond James Financial IncClient Service Associate- Coral Gables, FLCoral Gables, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Data Analyst III - Student Financial Services - 991339 NSUData Analyst III - Student Financial Services - 991339Fort Lauderdale, FloridaHigher Education Student Financial Services – Working knowledge of financial aid, student accounts, bursar operations, enrollment management, and the student financial lifecycle within a higher education environment, including the interdependencies between these areas. This role evaluates trends, identifies opportunities for process improvement, and supports data-driven strategies that enhance student success, optimize enrollment outcomes, strengthen financial performance, and mitigate institutional risk.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateFort Lauderdale, FLRequired Knowledge, Skills, & Abilities: Excellent analytical, time management and organizational skills Ability to communicate effectively with potential, new, and established client groups Strong oral and written communication skills Proficient with Client Relationship Management (CRM) systems Proficient with Microsoft Office Suite including Word, Excel and PowerPoint Preferred Knowledge, Skills, & Abilities: Knowledge of Synovus Bank systems utilized for customer support (e.g., deposit systems, PFP, insite) Knowledge of Synovus Bank policies, products and services with emphasis on commercial depository services * Experience using Salesforce. Minimum Education: Bachelor''s degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience Minimum Experience: One year as a WRA I; or 3 years of customer service experience in the financial services industry.
NewRegulatory Counsel (Financial Services / Lending) Southern Auto Finance CompanyRegulatory Counsel (Financial Services / Lending)Pompano Beach, FloridaSchedule: On-site in Florida, five days per week (not remote or hybrid) Drive Your Career Forward with SAFCOSouthern Auto Finance Company (SAFCO) is a fast-growing, mission-driven auto finance lender helping customers across the nation move forward with confidence. As a key strategic advisor to our CEO, executive leadership team, and Board of Directors, you will shape company policy, strengthen our compliance posture, and ensure that every decision aligns with both regulatory obligations and business goals.
Senior Registered Client Service Associate (Boca Raton, FL) Raymond James Financial IncSenior Registered Client Service Associate (Boca Raton, FL)Boca Raton, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Senior Registered Client Service Associate (Hallandale Beach, FL) Raymond James Financial IncSenior Registered Client Service Associate (Hallandale Beach, FL)Hallandale Beach, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Financial Services Representative Interactive Brokers Group IncFinancial Services RepresentativeFort Lauderdale, FL$65,000–$75,000 / yearIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.
Tax Director - Financial Services Madison-DavisTax Director - Financial ServicesBoca Raton, FLA leading public accounting and advisory firm is seeking a Tax Director to provide strategic tax advisory, compliance oversight, and client relationship leadership within its Financial Services practice. The Tax Director will serve as a trusted advisor to clients on complex tax matters while helping drive practice growth, mentoring tax professionals, and contributing to the firm's overall business development initiatives.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteFLRemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorMiami, FL$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Data Analyst III - Student Financial Services - 991339 Nova Southeastern UniversityData Analyst III - Student Financial Services - 991339FLp>Job Requirements: Required Knowledge, Skills, & Abilities: Knowledge: Higher Education Student Financial Services Working knowledge of financial aid, student accounts, bursar operations, enrollment management, and the student financial lifecycle within a higher education environment, including the interdependencies between these areas. No. Essential Job Functions: Collects, validates, and performs advanced analysis of data across Financial Aid, Student Accounts, and related areas to support strategic decision-making, enrollment management, and student success outcomes.
Financial Advisor - Miami Beach, FL The Toronto-Dominion BankFinancial Advisor - Miami Beach, FLMiami Beach, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
J.P. Morgan Wealth Management - Family Wealth Services Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - Family Wealth Services AssociateMiami, FLAs the Family Wealth Services Associate you will work closely with senior leaders, financial advisors, and cross-functional partners to deliver customized client engagements, drive business development, and facilitate strategic initiatives across the platform. Associates help deliver these services by supporting client education, business development, and coordination with advisors and internal partners, ensuring families receive comprehensive support for their unique needs and goals.
Client Service Associate-Miami, FL (Bilingual Requirement) Raymond James Financial IncClient Service Associate-Miami, FL (Bilingual Requirement)Miami, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewService Financial Advisor Claire Myers ConsultingService Financial AdvisorBoca Raton, FloridaOur client is a well-established wealth management firm seeking a motivated, driven individual to join their team as Service Financial Advisor in close partnership with their Founder/Wealth Management Advisor. Highly involved in client interactions - engage with clients, solve client service issues, handle rollover calls, and establish rapport to ensure clients are comfortable reaching out .
NewLead Financial Advisor Ivy Way PlacementsLead Financial AdvisorFort Lauderdale, FloridaMinimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Financial Advisor Brady FinancialFinancial AdvisorMiami, FLli>Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Financial Advisor Benefits: Competitive Compensation starting at $100,000.
Registered Client Service Associate- Coral Gables, FL (Bilingual Requirement) Raymond James Financial IncRegistered Client Service Associate- Coral Gables, FL (Bilingual Requirement)Coral Gables, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate- Miami, FL (Bilingual Requirement) Raymond James Financial IncRegistered Client Service Associate- Miami, FL (Bilingual Requirement)Miami, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate- Hallandale Beach, FL Raymond James Financial IncRegistered Client Service Associate- Hallandale Beach, FLHallandale Beach, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Financial Advisor Northwestern MutualFinancial AdvisorN Miami Beach, Florida$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Financial Advisor - Miami Beach, FL TD BankFinancial Advisor - Miami Beach, FLMiami Beach, Floridali>Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor - Miami, FL Coastal WealthFinancial Advisor - Miami, FLMiami, FL$75,000–$125,000 / yearThis entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.
NewFinancial Advisor – Fort Lauderdale, FL Coastal WealthFinancial Advisor – Fort Lauderdale, FLFort Lauderdale, FL$75,000–$125,000 / yearThis entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.
Associate Financial Consultant - RIS Regions Financial CorpAssociate Financial Consultant - RISMiami, FL$40,000–$100,000 / yearJob Description: At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementAventura, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Financial Advisor - Boca Raton, FL Corebridge Financial IncWealth Financial Advisor - Boca Raton, FLBoca Raton, FLWe provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateAventura, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management International Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLCPEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)Miami, FLli>Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Specialty, Financial Advisor Synovus Financial CorpSpecialty, Financial AdvisorFort Lauderdale, FLConducts full cross-selling of the Bank''s lending, depository and cash management products to new and existing governmental clients, performing the duties as a trusted financial advisor to targeted prospective clients and existing client base. Works in partnership with the local market executive and support teams to promote bank growth and profitability by growing deposits and providing other financial services through either direct or cross-selling efforts.
Brokerage Registered Client Service Associate - Weston, FL Truist Financial CorpBrokerage Registered Client Service Associate - Weston, FLWeston, FLp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Brokerage Registered Client Service Associate - Boca Raton, Florida Truist Financial CorpBrokerage Registered Client Service Associate - Boca Raton, FloridaBoca Raton, FLp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Financial Advisor - Client Service Advisor Synovus Financial CorpFinancial Advisor - Client Service AdvisorCoral Gables, FLMinimum Education: Bachelor''s Degree in Business Administration, Finance, Accounting, or related discipline Minimum Experience: 8+ years job specific experience Required Knowledge, Skills, & Abilities: Thorough understanding of key planning issues affecting affluent and high net worth individuals Advanced knowledge of investments and financial markets Strong lending and credit experience Ability to communicate effectively and ask difficult personal questions Advanced knowledge of retail banking operational policies, Federal, State and other banking regulations and compliance requirements Advanced knowledge of banking products including lending, deposits and investment areas Proficient in related banking software and Microsoft Office including Word, Excel, PowerPoint Demonstrated competency and experience in developing solutions to problems of diverse scope and complexity Certification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Business Solutions Advisor - McNab and University Financial Center - Tamarac, FL Bank of America CorpBusiness Solutions Advisor - McNab and University Financial Center - Tamarac, FLTamarac, FLOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.