CLIENT ADVISOR

This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and par Client Advisor, Advisor, Private, Business Development, Solutions, Client Relations

Associate Wealth Advisor Job Summary: The purpose of this position is to provide detailed support to the firm’s Wealth Advisors who, in turn, provide wealth management services and advice to meet our clients’ financial planning needs. The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and...

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and...

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and...

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and...

Job DescriptionJob DescriptionWe are looking for a professional Service Advisor to join our team at Sunset Volkswagen, a proud member of the Sunset Automotive Group family of new car dealerships with 10 brands at 10 locations in Sarasota and Manatee counties.Why choose the Sunset family for your next, and we hope your last, career move?Work-life balance - no...

We are looking for a professional Service Advisor to join our team at Sunset Volkswagen, a proud member of the Sunset Automotive Group family of new car dealerships with 10 brands at 10 locations in Sarasota and Manatee counties.Why choose the Sunset family for your next, and we hope your last, career move?Work-life balance - no late evenings and closed...

As the first person and last person clients interact with when they contact the office, this position is instrumental in making sure clients have a positive experience by providing service that exceeds expectations. This position provides the clerical “front office” support for a comprehensive financial services practice, to include assisting with the...

Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.  Serves as mentor...

**POSITION OVERVIEW** We are seeking an initiative-driven, detail-oriented individual to be an integral member of a team that supports a fast-paced financial advisor in the Sarasota, FL area. The Operations Coordinator plays an integral role on a Financial Advisor’s team. The Operations Coordinator serves as the authority on ensuring all stages of the...

Job DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

Job Description Job Description Who We Are: The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

RN, Care Advisor - Care Advisor Cornerstone Hospice When you become part of the Chapters Health Team, you'll realize it's more than a job. We're committed to providing outstanding patient care and a high level of customer service in our communities every day. The Field Care Advisor Nurse provides after-hours field visits to patients, families, and...

RN, Care Advisor - Care Advisor Cornerstone Hospice It's inspiring to work with a company where people truly BELIEVE in what they're doing! When you become part of the Chapters Health Team, you'll realize it's more than a job. It's a mission. We're committed to providing outstanding patient care and a high level of customer service...

Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

RN Field Care Advisor Cornerstone Hospice When you become part of the Chapters Health Team, you'll realize it's more than a job. We're committed to providing outstanding patient care and a high level of customer service in our communities every day. The Field Care Advisor Nurse provides after-hours field visits to patients, families, and community...