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Voya Financial Miami Advisor
6 days ago
Voya Financial Advisors Inc Doral, United StatesVoya Financial Advisors · , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor relationships. · This position will be res ...
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Voya Financial Miami Advisor
1 week ago
Voya Financial Advisors Inc Doral, United StatesJob Description · Job Description · Voya Financial Advisors · , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor relat ...
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Client Advisor, Miami Design District
1 week ago
Zimmermann Company Doral, United StatesZIMMERMANN is one of Australia's leading and most respected fashion designer brands. Zimmermann's ready-to-wear and swim and resort collections are sold through Zimmermann boutiques and high-end retailers both in Australia and internationally. We maintain stand-alone retail store ...
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Wealth Management Advisor: Miami, FL
6 days ago
US Bank Doral, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
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Alexander McQueen Doral, United StatesSummary · Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992. In 2001, the house joined the Kering Group and, since December 2023, is under the creative direction of Sen McGirr. · Alexander McQueen is distinctive for an expression of ind ...
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Voya Financial Miami Advisor
1 week ago
Voya Financial Advisors Miami, United StatesJob Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor relationships. ...
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Membership Sales Advisors, Miami
2 weeks ago
Equinox Miami, United StatesJob Description · Job DescriptionCompany Description · OUR STORY · Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle bra ...
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Bottega Veneta Inc. Miami, United States Full timeDescription · We are currently seeking a Client Advisor who will report to the Store Manager as part of our dynamic team in Miami Design District. How you will contribute: · Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appoint ...
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Bottega Veneta Inc. Miami, United States Full time· How you will contribute: · Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives · Effectively utilize the ...
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Kering Miami, United States Full timeSummary · Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992. In 2001, the house joined the Kering Group and, since December 2023, is under the creative direction of Seán McGirr. Alexander McQueen is distinctive for an expression of indiv ...
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PRADA S.p.A. Miami, United StatesFounded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation. The Group, a world leader in the luxury sector, operates in more than 45 countries with the PRADA, Miu Miu, Church's and Car Shoe brands, and has employees of over 10 ...
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The Estée Lauder Companies Miami, United States**Position Summary**: · As one of our talented sales advisors you will provide welcoming, authentic and personalized service to our customers in order to achieve all customer service and sales targets. With your passion for people; our company; products and services, you will ens ...
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Beauty Advisor
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Saks Fifth Avenue Miami, United States**Location**: MIAMI, Florida, United States · **Category**: Stores · **Job Opened**: May 14th, 2024 · **Education**: · **Job Number**: 240001RO · **Job Type**: Full Time · **Remote**: No · **job description**: · **What This Position is All About**: · The Beauty Advisor will be re ...
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Case Manager, Rn, Jackson West Medical Center
2 weeks ago
Jackson Health System Miami, United StatesMiami, FL Part-Time with Benefits JW-Case Management · **Summary** · Case Manager RN is a professional member of the health care team who has 24/7 accountability for the coordination, monitoring and management of patient care resources to promote the most efficient delivery of pa ...
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Sales Customer Advisor
5 days ago
Titan Industries Miami, OK, United States Freelance**Your-Entry** supports well-known partner companies in personal customer consulting in the telecommunications and energy industries in Miami, OK. We give everyone the chance to enter the sales field · **We only want the best for our clients And now we just need you Whether you a ...
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Patient Benefit Advisor 2
1 week ago
University of Miami Miami, United States**Current Employees**: · The Patient Access department has an exciting opportunity for a full-time Patient Benefits Advisor 2 (Remote) **. **The Patient Benefits Advisor 2 (Remote) ensures that patients have adequate insurance coverage for services received and advises patients w ...
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Customer Advisor
5 days ago
Orion Innovations South Miami, FL, United States FreelanceWe are currently looking for you in full-time or part-time as a **Customer Advisor (m/f/d) Outbound for Existing Customers** at our South Miami, FL location. · Mediaphon telemarketing GmbH stands for high-quality telemarketing. We provide telephone consultations for over 150,000 ...
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Volkswagen Of South Miami Miami, United States**Volkswagen of South Miami** is hiring now for **Sales Advisors** · Our Average pay range 75k-150k per year - but has potential to be much higher depending on skill level* · **We are looking for**: · Self-motivated with a positive attitude · Good customer service skills and work ...
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Night Auditor
12 hours ago
The Vagabond Hotel Miami, United StatesGreat opportunity to work for a boutique hotel that consistently ranks in the top 5 hotels in Miami on Trip Advisor Looking for a Night Auditor / Front Desk Agent that understands the concept of exceptional hotel guest service. The Night Auditor also serves as the manager on duty ...
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Patient Benefits Advisor 2
1 week ago
University of Miami Doral, United StatesPatient Benefits Advisor 2 (H) page is loaded · Patient Benefits Advisor 2 (H) · Apply · locations · Miami, FL · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · Current Employees: · If you are a current Staff, Faculty or Temporary empl ...
Wealth Management Advisor: Miami, FL - Doral, United States - U.S. Bank
Description
At U.S. Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential.
A career with U.S.Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
Try new things, learn new skills and discover what you excel at-all from Day One.Job Description
At U.S. Bank, we're passionate about helping customers and the communities where we live and work.
The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies.
With a diversified business mix and industry leading debt ratings,U.S. Bank is strong and stable, and committed to our clients and employees.
At Wealth Management from U.S. Bank and U.S.
Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.In This Role You Will:
Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
Determine which financial products are suitable for the client's unique circumstances
Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
Refer and partner with other financial services within other U.S. Bank channels, as appropriate
Discover How You'll Thrive
An approachable and accessible leadership team that is dedicated to your success and career development
A rich product portfolio and open architecture so you can do what is best for your clients
A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel of a smaller company
Marketing warm leads and qualified referrals from across the organization
Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
Learn more in our digital handbook
Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments
For You:
Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
Work in a collaborative environment with a high-performing team
Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
Basic Qualifications
Bachelor's degree, or equivalent work experience
Three to five years of experience in a financial sales position, preferably working with the affluent client segment
FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Preferred Qualifications:
Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
Extensive knowledge of the securities industry, including investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Strong presentation abilities
Strong relationship management, sales, and new business development skills
Well-developed analytical and problem-solving skills
Excellent interpersonal, verbal, and written communication skills
Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.
That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.
Our benefits include the following (some may vary based on role, location or hours):Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce.
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federalKNOW YOUR RIGHTS
EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
This role receives an annual base salary between $65,000 and $65,500 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.
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