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Empower

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Private Wealth Advisor - Miami/Orlando Florida
Seen active today Posted Aug 12
Jacksonville, FL, United States Senior Full Time $87.4k-123.4k/yr

Role highlights

  • The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients.
  • In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized sup…

Bank of America

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Wealth Management Client Associate
Seen active today Posted Aug 11
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Wealth Management Client Associate
Seen active yesterday Posted Aug 11
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Bank of America

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Wealth Management Client Associate
Seen active today Posted Jul 28
Jacksonville, FL, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Wealth Management Client Associate
Seen active yesterday Posted Jul 28
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Morgan Stanley

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Wealth Management Analyst
Seen active 2 days ago Posted Jul 28
Ponte Vedra Beach, FL, United States Mid Full Time

Role highlights

  • As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role…
  • Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based…

Citi

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Managing Director, Private Banker
Seen active 3 days ago Posted Jul 21
Jacksonville, FL, United States Senior Full Time $250/hr

Role highlights

  • Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. *.
  • Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs. *.

Citi

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Managing Director, Private Banker
Seen active today Posted Jul 21
Jacksonville, FL, United States Senior Full Time $250/hr

Role highlights

  • Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth.
  • Works closely with the Global Market Manager (GMM) to lead the activities for the team.

Bank of America

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Wealth Management Client Associate
Seen active today Posted Jun 23
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Wealth Management Client Associate
Seen active yesterday Posted Jun 23
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Canoe Intelligence

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Account Executive, Wealth Management
Seen active today Posted Jun 8
Jacksonville, FL, United States Mid Full Time

Role highlights

  • The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers w…
  • With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access…

Citi

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Wealth Solutions Advisor SAFE Act
Seen active today Posted Aug 5
Jacksonville, FL, United States Mid Full Time $76.6k-106.8k/yr

Role highlights

  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Ho…
  • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.

Wells Fargo

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Client Associate
Seen active today Posted Aug 18
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensur…
  • Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture…

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Baldwin Group Colleague, Inc.

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Associate Client Manager, Individual Insurance - The Baldwin Group...
Seen active today Posted Aug 13
Jacksonville, FL, United States Entry Full Time

Role highlights

  • As a trusted partner to both advisors and clients, this individual leads the life insurance and Asset & Income Protection…
  • What You Will Do Deliver a Confident Client Experience Serve as the primary liaison between clients, advisors, and insurance partners,…

94-1687665 Bank of America, National Association

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Relationship Banker - Jacksonville South Market
Seen active yesterday Posted Aug 13
Jacksonville, FL, United States Entry Full Time

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

More roles at 94-1687665 Bank of America, National Association

VyStar Credit Union

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Relationship Specialist II
Seen active 3 days ago Posted Aug 11
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • Demonstrated sales and/or sales leadership.
  • This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the…

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Truist Bank

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Relationship Banker/Senior Relationship Banker - Margaret Street
Seen active today Posted Aug 3
Jacksonville, FL, United States Senior Full Time

Role highlights

  • Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients…
  • Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services…

Magellan Health

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Personal Financial Counselor; Jacksonville, FL
Seen active today Posted Aug 3
Jacksonville, FL, United States Mid Full Time $58.4k/yr

Role highlights

  • 3+ years of financial counseling experience.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financ…

Wealth Enhancement Group, LLC

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Client Service Manager
Seen active today Posted Jul 31
Jacksonville, FL, United States Mid Full Time $51.5k-84k/yr

Role highlights

  • Maintain (CRM) database and client files (Filing, copies, data input).
  • Manages vendors to Service Level Agreements.

U.S. Bank National Association

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Client Manager
Seen active today Posted Jul 24
Jacksonville, FL, United States Mid Full Time $104k-127k/yr

Role highlights

  • Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations f…
  • Job Description In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate…

Fidelity Investments Careers

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Financial Consultant - Jacksonville, FL
Seen active today Posted Jul 21
Jacksonville, FL, United States Mid

Role highlights

  • The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, wh…
  • The Expertise and Skills You Bring Proven success in building relationships, uncovering needs, and recommending solutions FINRA Series 7 &…

Morgan Stanley

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Registered Client Service Associate
Seen active 3 days ago Posted Jul 2
Ponte Vedra Beach, FL, United States Entry Full Time

Role highlights

  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver…
  • The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the…

Build My Great Team

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Associate Attorney, Estate Planning, Tax, and Probate
Seen active today Posted Jun 16
Jacksonville, FL, United States Entry Full Time $120k-150k/yr

Role highlights

  • This opportunity is ideal for an attorney who wants meaningful client contact, direct access to experienced mentors, and exposure to…
  • About the Role You will support high-net-worth individuals, business owners, executives, entrepreneurs, families, fiduciaries, and charitab…

Selene Finance LP

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Specialty Loan Advisor – Earn Hybrid/Remote Flexibility...
Seen active 2 days ago Posted Jul 28
Jacksonville, FL, United States Mid Full Time

Role highlights

  • Strong advisory and relationship management skills.
  • This role is ideal for professionals who take ownership of their pipeline, thrive in high-volume servicing, and deliver strong customer…