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Search Results for Financial Advisor
- Regional Sales Manager, Financial Software
- Software Company - St. Petersburg, Florida
- Sales / Sales Management
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Regional Sales Manager, Financial Software
- Software Company - Miami, Florida
- Executive Management
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Sales Rep, Financial
- Software Company - St. Petersburg, Florida
- Executive Management
- Company Description: Our client, is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. The company is committed to providing the best technology toolset for foundations, corporations, government agencies, donors, advisors and financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award charitable currency. Position Description: Skills/Requirements As a sales representative with you will be (see more)
- Regional Sales Manager, Financial Software
- Software Company - St. Petersburg, Florida
- Executive Management
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Sales Rep, Financial
- Software Company - Miami, Florida
- Sales / Sales Management
- Company Description: Our client, is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. The company is committed to providing the best technology toolset for foundations, corporations, government agencies, donors, advisors and financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award charitable currency. Position Description: Skills/Requirements As a sales representative with you will be (see more)
- Regional Sales Consultant
- TriNet - St. Petersburg, Florida
- Sales / Sales Management
- Regional Sales Consultant (Individual Contributor) Bradenton Office locationSince 1988, thousands of companies throughout the United States and Canada have placed their trust in TriNet (www.trinet.com) to help them manage their Human Resources more strategically and cost-effectively. We give our customers the economies of scale they need to access and deploy Fortune 500-caliber payroll, benefits, and HR services. TriNet has a nationwide presence, an experienced management team, and belongs to the Inc. Magazine Hall of Fame for being one of the fastest growing, privately-held companies for five (see more)
- Business Analyst
- Global Financial Services Company - Miami, Florida
- Other / Miscellaneous
- THE ROLE INVOLVES: 1. Perform intensive market research in order to track new leads and follow up 2. Create investment proposals and asset allocation proposals using Andromeda and other reporting tools 3. Research and propose blends of managers in conjunction with Preferred Advisors 4. Create pitch book presentations and materials for prospect and client meetings 5. Attend meetings and conference calls related to various product categories, including but not limited to, Preferred Advisors, Volaris, Equity Derivatives, Structured Products, Lending, and the weekly CIO call 6. (see more)
- Regional Sales Consultant
- TriNet - St. Petersburg, Florida
- Sales / Sales Management
- Regional Sales Consultant (Individual Contributor) Bradenton Office locationSince 1988, thousands of companies throughout the United States and Canada have placed their trust in TriNet (www.trinet.com) to help them manage their Human Resources more strategically and cost-effectively. We give our customers the economies of scale they need to access and deploy Fortune 500-caliber payroll, benefits, and HR services. TriNet has a nationwide presence, an experienced management team, and belongs to the Inc. Magazine Hall of Fame for being one of the fastest growing, privately-held companies for five (see more)
- Financial Advisor
- Established Institutional Insurance Agency - Orlando, Florida
- Accounting / Finance
- We are currently seeking a Financial Advisor or Insurance Agent to work in the Orlando area. This is a unique and exciting opportunity for an independent, hard working and dedicated individual. Financial Advisor Responsibilities: Apply a proven business model Develop new business by calling on a targeted list of customers located at local area community colleges and university Use a consultative approach to selling various insurance and financial products/services Continue to develop and manage relationships with existing base of customers Bonus opportunities on individual (see more)
- Assistant Vice President, Client Relations Manager
- Vertically Integrated Financial Services Company - St. Petersburg, Florida
- Management
- Our firm is currently seeking an entrepreneurial professional who can thrive in a fast-paced, team environment to lead and grow our inside financial advisory sales team in Tampa. This is a tremendous opportunity to join a collaborative and dynamic financial services company that was recently listed in Inc. Magazine's ---Fastest Growing Private Companies---. General Duties: - Build and manage professional inside sales team with emphasis on closing and maintaining long-term relationships with professional clients. - Participate on the design and implementation of strategic planning and (see more)
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