Wealth Business Advisor II Truist Financial CorpWealth Business Advisor IIMiami, FLUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Account Manager - State Farm Agent Team Member Billy Williamson - State Farm AgentAccount Manager - State Farm Agent Team MemberBoynton Beach, FLFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Senior Regional Consultant MFS Investment Management, IncSenior Regional ConsultantMiami, FLWellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. Works within MFS/MIL (MFS International Limited) sales and marketing teams to develop full understanding of link between regional based institutions and their global networks outside of their home market.