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Search Results for Financial Advisor
- Chief Financial Officer
- Financial Services Company - Miami, Florida
- Accounting / Finance
- CFO This position is required for a growing Miami based Investments Broker Dealer/Advisor Boutique with international business extension in Latin America. Position Requirements : Candidate MUST have worked in one of the BIG 4 firms on the AUDIT side Must have been in the Financial Audit Field Must be familiar with Financial Regulatory Environment 12-15 years of experience in the field with a Bachelors in accounting, Masters in accounting, or related fields is a plus. MUST be Bilingual in English and Spanish MUST be very familiar with a variety of accounting principles and field's concepts, (see more)
- SVP, Business Development
- Financial Services Company - Miami, Florida
- Sales / Sales Management
- We are one of the top names in private wealth management, overseeing $100 billion in private capital We are looking for an outgoing, likeable successful sales professional This role plays a central role in cultivating new clients and advising existing ones. We therefore seek intelligent, well-educated, and seasoned professionals, with a proven record of building relationships based on advice of the highest quality and deep mutual trust. We are looking for individual who excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, (see more)
- Vice President Financial Advisor
- Premier banking and financial service organization - Miami, Florida
- Executive Management
- This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future cross-sell efforts. Provide quality service in meeting customer needs, inquires and problems, Maintain contact with existing customers and referral sources on an on-going basis to identify (see more)
- ITIL / ITSM Process Analyst- EB-1752964529
- Plexent - St. Petersburg, Florida
- Executive Management
- Looking to build your ITIL/ITSM knowledge Come help large IT organizations thrive working along ITIL Experts. Plexent IT service management (ITSM) consulting and training company and leading provider of ITSM-focused intellectual property – itDNA® – servicing Fortune 500 companies, medium-sized businesses, government agencies and other organizations. Drawing on extensive IT experience and ITSM best practices, Plexent’s offerings span IT service management and standards-based training, intellectual property, subscription services, consulting and business technology (see more)
- Chief Financial Officer
- Financial Services Company - Miami, Florida
- Executive Management
- CFOThis position is required for a growing Miami based Investments Broker Dealer/Advisor Boutique with international business extension in Latin America.Position Requirements: Candidate MUST have worked in one of the BIG 4 firms on the AUDIT side Must have been in the Financial Audit Field Must be familiar with Financial Regulatory Environment 12-15 years of experience in the field with a Bachelors in accounting, Masters in accounting, or related fields is a plus. MUST be Bilingual in English and Spanish MUST be very familiar with a variety of accounting principles and field's (see more)
- Mortgage Sales Assistant
- Premier Global Financial Services Firm - St. Petersburg, Florida
- Sales / Sales Management
- Requirements - Loan Application data entry as required - Pipeline management: monitor the lead progress, make loan parameter changes as requested and assist with requesting client documentation when necessary - Receive, review and upload client documentation - Interact with clients and Financial Advisors regarding lead progress, documentation, registration - Transition client from lead to loan stage to include registration data entry and introduction to the processor - Facilitate post-registration loan questions from the processor - Provide progress reports to the Mortgage (see more)
- Sales Executive - Insurance / Investments - FL
- Insurance Company - Ft. Myers/Naples, Florida
- Executive Management
- Sales Executives - Insurance/Investments - Orlando, FL Our Client is an independently owned and operated financial services firm who is looking for new advisors to add to their team. The firm provides a wide array of products and services to clients who include business owners, professionals and affluent individuals. Some of their services include business management consulting, business continuation planning, executive bonus plans, estate planning, investment management, financial and retirement planning, employee benefits, risk management consulting, property and casualty products, (see more)
- Sales Executive - Insurance / Investments - FL
- Insurance Company - Ft. Myers/Naples, Florida
- Insurance
- Sales Executives - Insurance/Investments - Orlando, FL Our Client is an independently owned and operated financial services firm who is looking for new advisors to add to their team. The firm provides a wide array of products and services to clients who include business owners, professionals and affluent individuals. Some of their services include business management consulting, business continuation planning, executive bonus plans, estate planning, investment management, financial and retirement planning, employee benefits, risk management consulting, property and casualty products, (see more)
- SVP, Business Development
- Financial Services Company - Miami, Florida
- Executive Management
- We are one of the top names in private wealth management, overseeing $100 billion in private capital We are looking for an outgoing, likeable successful sales professional This role plays a central role in cultivating new clients and advising existing ones. We therefore seek intelligent, well-educated, and seasoned professionals, with a proven record of building relationships based on advice of the highest quality and deep mutual trust. We are looking for individual who excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, (see more)
- Chief Financial Officer
- Financial Services Company - Miami, Florida
- Accounting / Finance
- CFOThis position is required for a growing Miami based Investments Broker Dealer/Advisor Boutique with international business extension in Latin America.Position Requirements: Candidate MUST have worked in one of the BIG 4 firms on the AUDIT side Must have been in the Financial Audit Field Must be familiar with Financial Regulatory Environment 12-15 years of experience in the field with a Bachelors in accounting, Masters in accounting, or related fields is a plus. MUST be Bilingual in English and Spanish MUST be very familiar with a variety of accounting principles and field's (see more)
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