Job Description
C
Wealth Management Officer
City National Bank
Miami, FL, United States
via Jobs For Stevenage Fans
15 hours ago
Full–time
B
Market Leader-BM1
BankUnited
Miami, FL, United States
via Jobsora
10 hours ago
Full–time
B
Merrill Experienced Financial Advisor - Full-time
Bank of America
Miami, FL, United States
via Snagajob
6 hours ago
Full–time
R
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
Regions Bank
Coral Gables, FL, United States
via Snagajob
23 hours ago
Full–time
Institutional Cash and Trade (ICT) Junior Sales Representative - LATAM - Assistant Vice President
Deutsche Bank
Miami, FL, United States
via Digitalhire
6 hours ago
Full–time
Securities Based Lending International Document Specialist- AVP
Morgan Stanley
Coral Gables, FL, United States
via LinkedIn
7 hours ago
Full–time
No more jobs match your exact search. Try changing your terms or filters.
India
Alwar, Rajasthan - Based on your past activity
Update location
Dark theme: on
Help
Feedback
Privacy
Terms
B
BankUnited
Market Leader-BM1
BankUnited · Miami, FL, United States · via Jobsora
14 hours ago
Full–time
Apply on Jobsora
Job description
SUMMARY: Manages assigned branches (1- 3) by performing the following duties personally or through direct reports. Reinforces behaviors through coaching and modeling of expected sales and service behaviors, customer service standards, operational integrity, and actual branch performance. Meets or exceeds individual and branch sales goals. Approximately 70% of time is spent in business acquisition mode.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Ensures the branch meets and exceeds established sales and revenue goals and credit quality standards through personal production and activity management, while minimizing expenses.
• Creates vision of the activities of a Branch, involving full responsibility and accountability for budget, personnel and goal-achievement.
• Meets and exceeds personal production goals for credit, deposit, and fee income categories and ensures that assigned branches meet or exceed assigned production goals.
• Develops plans for the expansion and management of business and consumer account relationships within a branch.
• Delivers business plan growth and income objectives.
• Manages, coaches and supports branch employees on developing, managing and growing profitable customer relationships to support these efforts.
• Identifies customers with additional profit potential and develop action plans to expand these relationships.
• Maintains an understanding of all current financial products, policies, procedures and regulations.
• Ensures overall compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
• Adheres to all current policies, procedures, and audit requirements. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure.
• Develops programs and reward systems to increase morale, develop employees, etc. in order to assist in reducing turnover.
• Develops new business and expand existing business through business and consumer customer contact meetings.
• Develops collaborative partnerships with other business lines within the bank.
• Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, etc. Encourages subordinates to participate as well. Reports respective involvement to the Bank's CRA Officer on a periodic basis.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
• Supervises function, projects or services and/or one or more employees, as applicable.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION
Bachelor's Degree preferred And
EXPERIENCE
• 5+ years related management/supervisory and/or sales experience required
• An approved combination of education and industry related experience equivalent to the aforementioned requirements
CERTIFICATES, LICENSES, REGISTRATIONS
• DL NUMBER - Driver License, Valid and in State required
Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.
Report this listing
BankUnited
Glassdoor
3.7/5
296 reviews
Indeed
3.5/5
223 reviews
Comparably
3.7/5
36 reviews
bankunited.com
More jobs at BankUnited
See web results for BankUnited
B
Bank of America
Merrill Experienced Financial Advisor - Full-time
Bank of America · Miami, FL, United States · via Snagajob
11 hours ago
Full–time
Apply on Snagajob
Job description
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
Refer a friend
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
• *Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor’s degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
• *Shift:**
1st shift (United States of America)
• *Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, ****** orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster.
• *View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and ******* abuse. Our Drug-Free Workplace and ******* Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized ******* on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
Refer a friend
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
• *Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor’s degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
• *Shift:**
1st shift (United States of America)
• *Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, ****** orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster.
• *View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and ******* abuse. Our Drug-Free Workplace and ******* Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized ******* on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Report this listing
Bank of America
AmbitionBox
4.1/5
3.9K reviews
Glassdoor
3.9/5
43.1K reviews
Indeed
3.8/5
32.9K reviews
bankofamerica.com
More jobs at Bank of America
See web results for Bank of America
R
Regions Bank
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
Regions Bank · Coral Gables, FL, United States · via Snagajob
23 hours ago
Full–time
Apply on Snagajob
Job description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
• *Job Description:**
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
• *Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
+ Manages the most sophisticated client relationships
+ Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
+ May supervise other associates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
• *Requirements**
+ Bachelor’s degree in business, finance, economics, accounting or related field
+ Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
• *Skills and Competencies**
+ Anticipates client needs and is proactively provides solutions
+ Consistently a top performer
+ Excellent verbal and written communication skills
+ Expert relationship management, business development and presentation skills
+ Expert sales, negotiation, problem solving, and interpersonal skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
• *Position Type**
Full time
• *Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
• *Job Range Target:**
• *_Minimum:_**
$138,937.26 USD
• *_Median:_**
$214,977.00 USD
• *Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
• *Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
• *Location Details**
Ponce De Leon
• *Location:**
Coral Gables, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
• *Job Description:**
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
• *Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
+ Manages the most sophisticated client relationships
+ Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
+ May supervise other associates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
• *Requirements**
+ Bachelor’s degree in business, finance, economics, accounting or related field
+ Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
• *Skills and Competencies**
+ Anticipates client needs and is proactively provides solutions
+ Consistently a top performer
+ Excellent verbal and written communication skills
+ Expert relationship management, business development and presentation skills
+ Expert sales, negotiation, problem solving, and interpersonal skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
• *Position Type**
Full time
• *Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
• *Job Range Target:**
• *_Minimum:_**
$138,937.26 USD
• *_Median:_**
$214,977.00 USD
• *Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
• *Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
• *Location Details**
Ponce De Leon
• *Location:**
Coral Gables, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Report this listing
Regions Bank
Glassdoor
3.6/5
4.2K reviews
Indeed
3.5/5
3.7K reviews
Payscale
3.5/5
225 reviews
regions.com
More jobs at Regions Bank
See web results for Regions Bank
Deutsche Bank
Institutional Cash and Trade (ICT) Junior Sales Representative - LATAM - Assistant Vice President
Deutsche Bank · Miami, FL, United States · via Digitalhire
6 hours ago
Full–time
Apply directly on Digitalhire
Job description
Position Overview
As an Institutional Cash and Trade (ICT) Junior Sales Representative, you will play a critical role in our Institutional Cash Management division, supporting client service and transaction management. You will engage with clients daily on trade finance and cash management products, ensuring seamless communication and coordination.
Key Responsibilities
• Provide support to Senior Account Client Owners (ACO) to support client service, managing transactions and communicating with clients daily regarding Trade finance & Cash management products
• Monitor revenue trends via various reporting tools like Salesforce and db Tableau
• Support with the content and presentation quality of relevant client proposals, responses to Request for Proposals (RFPs) and Request for Information (RFIs), and client communications
• Review existing price schemes, conducting profitability analysis, and initiating respective action to ensure that Fixed Income (FI) customer relationships are profitable
• Support with the execution on trade Finance products (such as Letters of Credit (LC), guarantees, and collections), FI Financing, trade reimbursement services, structured short-term trade finance (e.g. Structured LCs)
• Interact/Cross-sell/structure with other areas of the bank, such as Risk Portfolio Management (RPM), Deal Management, Distribution and Customer Relationship Management (CRM)
• Analyze trade flows & Institutional Cash Management (ICM) reporting data to identify business opportunities and increase wallet share
Required Qualifications
• University degree (preferably with a major in economics, business administration, or similar field of study)
• Client-centric attitude, while living the values of Integrity and Discipline in assuring the bank does not incur undesired financial, non-financial, or reputational risk
• Proficiency (working level) in Portuguese would be considered a strong asset
Benefits & Perks
• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs
Report this listing
Deutsche Bank
AmbitionBox
3.9/5
4.4K reviews
Glassdoor
3.9/5
1.3K reviews
Indeed
3.8/5
3.5K reviews
db.com
More jobs at Deutsche Bank
See web results for Deutsche Bank
Morgan Stanley
Securities Based Lending International Document Specialist- AVP
Morgan Stanley · Coral Gables, FL, United States · via LinkedIn
7 hours ago
Full–time
Apply on LinkedIn
Apply on Built In
Apply directly on Recruit.net
Job description
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (“WM”), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world’s largest networks of Financial Advisors (“FAs”). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities.
Our U.S. bank subsidiaries, Morgan Stanley Bank N.A. (“MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”), collectively, (“the U.S. Banks”) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes Secured lending facilities and Commercial real estate loans. Lending activity recorded in the U.S. Bank Subsidiaries from the Wealth Management business segment primarily includes Securities-based lending, which allows clients to borrow money against the value of qualifying securities.
Wealth Management Officer
City National Bank
Miami, FL, United States
via Jobs For Stevenage Fans
15 hours ago
Full–time
B
Market Leader-BM1
BankUnited
Miami, FL, United States
via Jobsora
10 hours ago
Full–time
B
Merrill Experienced Financial Advisor - Full-time
Bank of America
Miami, FL, United States
via Snagajob
6 hours ago
Full–time
R
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
Regions Bank
Coral Gables, FL, United States
via Snagajob
23 hours ago
Full–time
Institutional Cash and Trade (ICT) Junior Sales Representative - LATAM - Assistant Vice President
Deutsche Bank
Miami, FL, United States
via Digitalhire
6 hours ago
Full–time
Securities Based Lending International Document Specialist- AVP
Morgan Stanley
Coral Gables, FL, United States
via LinkedIn
7 hours ago
Full–time
No more jobs match your exact search. Try changing your terms or filters.
India
Alwar, Rajasthan - Based on your past activity
Update location
Dark theme: on
Help
Feedback
Privacy
Terms
B
BankUnited
Market Leader-BM1
BankUnited · Miami, FL, United States · via Jobsora
14 hours ago
Full–time
Apply on Jobsora
Job description
SUMMARY: Manages assigned branches (1- 3) by performing the following duties personally or through direct reports. Reinforces behaviors through coaching and modeling of expected sales and service behaviors, customer service standards, operational integrity, and actual branch performance. Meets or exceeds individual and branch sales goals. Approximately 70% of time is spent in business acquisition mode.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Ensures the branch meets and exceeds established sales and revenue goals and credit quality standards through personal production and activity management, while minimizing expenses.
• Creates vision of the activities of a Branch, involving full responsibility and accountability for budget, personnel and goal-achievement.
• Meets and exceeds personal production goals for credit, deposit, and fee income categories and ensures that assigned branches meet or exceed assigned production goals.
• Develops plans for the expansion and management of business and consumer account relationships within a branch.
• Delivers business plan growth and income objectives.
• Manages, coaches and supports branch employees on developing, managing and growing profitable customer relationships to support these efforts.
• Identifies customers with additional profit potential and develop action plans to expand these relationships.
• Maintains an understanding of all current financial products, policies, procedures and regulations.
• Ensures overall compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
• Adheres to all current policies, procedures, and audit requirements. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure.
• Develops programs and reward systems to increase morale, develop employees, etc. in order to assist in reducing turnover.
• Develops new business and expand existing business through business and consumer customer contact meetings.
• Develops collaborative partnerships with other business lines within the bank.
• Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, etc. Encourages subordinates to participate as well. Reports respective involvement to the Bank's CRA Officer on a periodic basis.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
• Supervises function, projects or services and/or one or more employees, as applicable.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION
Bachelor's Degree preferred And
EXPERIENCE
• 5+ years related management/supervisory and/or sales experience required
• An approved combination of education and industry related experience equivalent to the aforementioned requirements
CERTIFICATES, LICENSES, REGISTRATIONS
• DL NUMBER - Driver License, Valid and in State required
Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.
Report this listing
BankUnited
Glassdoor
3.7/5
296 reviews
Indeed
3.5/5
223 reviews
Comparably
3.7/5
36 reviews
bankunited.com
More jobs at BankUnited
See web results for BankUnited
B
Bank of America
Merrill Experienced Financial Advisor - Full-time
Bank of America · Miami, FL, United States · via Snagajob
11 hours ago
Full–time
Apply on Snagajob
Job description
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
Refer a friend
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
• *Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor’s degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
• *Shift:**
1st shift (United States of America)
• *Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, ****** orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster.
• *View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and ******* abuse. Our Drug-Free Workplace and ******* Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized ******* on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
Refer a friend
• *To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_2400XXXXXX)
• *Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
• *Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor’s degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
• *Shift:**
1st shift (United States of America)
• *Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, ****** orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster.
• *View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and ******* abuse. Our Drug-Free Workplace and ******* Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized ******* on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Report this listing
Bank of America
AmbitionBox
4.1/5
3.9K reviews
Glassdoor
3.9/5
43.1K reviews
Indeed
3.8/5
32.9K reviews
bankofamerica.com
More jobs at Bank of America
See web results for Bank of America
R
Regions Bank
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
Regions Bank · Coral Gables, FL, United States · via Snagajob
23 hours ago
Full–time
Apply on Snagajob
Job description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
• *Job Description:**
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
• *Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
+ Manages the most sophisticated client relationships
+ Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
+ May supervise other associates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
• *Requirements**
+ Bachelor’s degree in business, finance, economics, accounting or related field
+ Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
• *Skills and Competencies**
+ Anticipates client needs and is proactively provides solutions
+ Consistently a top performer
+ Excellent verbal and written communication skills
+ Expert relationship management, business development and presentation skills
+ Expert sales, negotiation, problem solving, and interpersonal skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
• *Position Type**
Full time
• *Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
• *Job Range Target:**
• *_Minimum:_**
$138,937.26 USD
• *_Median:_**
$214,977.00 USD
• *Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
• *Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
• *Location Details**
Ponce De Leon
• *Location:**
Coral Gables, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
• *Job Description:**
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
• *Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
+ Manages the most sophisticated client relationships
+ Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
+ May supervise other associates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
• *Requirements**
+ Bachelor’s degree in business, finance, economics, accounting or related field
+ Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
• *Skills and Competencies**
+ Anticipates client needs and is proactively provides solutions
+ Consistently a top performer
+ Excellent verbal and written communication skills
+ Expert relationship management, business development and presentation skills
+ Expert sales, negotiation, problem solving, and interpersonal skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
• *Position Type**
Full time
• *Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
• *Job Range Target:**
• *_Minimum:_**
$138,937.26 USD
• *_Median:_**
$214,977.00 USD
• *Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
• *Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
• *Location Details**
Ponce De Leon
• *Location:**
Coral Gables, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Report this listing
Regions Bank
Glassdoor
3.6/5
4.2K reviews
Indeed
3.5/5
3.7K reviews
Payscale
3.5/5
225 reviews
regions.com
More jobs at Regions Bank
See web results for Regions Bank
Deutsche Bank
Institutional Cash and Trade (ICT) Junior Sales Representative - LATAM - Assistant Vice President
Deutsche Bank · Miami, FL, United States · via Digitalhire
6 hours ago
Full–time
Apply directly on Digitalhire
Job description
Position Overview
As an Institutional Cash and Trade (ICT) Junior Sales Representative, you will play a critical role in our Institutional Cash Management division, supporting client service and transaction management. You will engage with clients daily on trade finance and cash management products, ensuring seamless communication and coordination.
Key Responsibilities
• Provide support to Senior Account Client Owners (ACO) to support client service, managing transactions and communicating with clients daily regarding Trade finance & Cash management products
• Monitor revenue trends via various reporting tools like Salesforce and db Tableau
• Support with the content and presentation quality of relevant client proposals, responses to Request for Proposals (RFPs) and Request for Information (RFIs), and client communications
• Review existing price schemes, conducting profitability analysis, and initiating respective action to ensure that Fixed Income (FI) customer relationships are profitable
• Support with the execution on trade Finance products (such as Letters of Credit (LC), guarantees, and collections), FI Financing, trade reimbursement services, structured short-term trade finance (e.g. Structured LCs)
• Interact/Cross-sell/structure with other areas of the bank, such as Risk Portfolio Management (RPM), Deal Management, Distribution and Customer Relationship Management (CRM)
• Analyze trade flows & Institutional Cash Management (ICM) reporting data to identify business opportunities and increase wallet share
Required Qualifications
• University degree (preferably with a major in economics, business administration, or similar field of study)
• Client-centric attitude, while living the values of Integrity and Discipline in assuring the bank does not incur undesired financial, non-financial, or reputational risk
• Proficiency (working level) in Portuguese would be considered a strong asset
Benefits & Perks
• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs
Report this listing
Deutsche Bank
AmbitionBox
3.9/5
4.4K reviews
Glassdoor
3.9/5
1.3K reviews
Indeed
3.8/5
3.5K reviews
db.com
More jobs at Deutsche Bank
See web results for Deutsche Bank
Morgan Stanley
Securities Based Lending International Document Specialist- AVP
Morgan Stanley · Coral Gables, FL, United States · via LinkedIn
7 hours ago
Full–time
Apply on LinkedIn
Apply on Built In
Apply directly on Recruit.net
Job description
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (“WM”), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world’s largest networks of Financial Advisors (“FAs”). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities.
Our U.S. bank subsidiaries, Morgan Stanley Bank N.A. (“MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”), collectively, (“the U.S. Banks”) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes Secured lending facilities and Commercial real estate loans. Lending activity recorded in the U.S. Bank Subsidiaries from the Wealth Management business segment primarily includes Securities-based lending, which allows clients to borrow money against the value of qualifying securities.
💡 Quick Summary
Seeking a career-building opportunity? The Securities Based Lending position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
