Investment Consultant Jobs in Fort Myers, Florida

12 jobs

Financial Sales Consultant - Fort Myers, FL At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities •Offer a broad ...

SUMMARY: Provides sound financial guidance to investment clients relating to financial planning, investment strategies and wealth accumulation/conservation. Responsible for acquiring new clients and broadening existing relationships in order to achieve targeted revenue goals. Offers a wide range of products and services to meet clients’ short and long term objectives. Ensures all activities are in...

Job ID: 20150428-1566 Description: Fort Myers - FL, BRFLGS, 12580 University Drive, 33907-5672We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge convention...

Job ID: 20150706-2458 Description: St. Petersburg - FL, BRFLSP, 6700 22nd Ave N., 33710We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strat...

Outside Sales Marketing Consultant Base Salary PLUS Un-capped Commissions! Who We Are: Dex Media is a full-service media company offering integrated marketing solutions that deliver measurable results. As the marketing department for more than 500,000 small and medium-sized businesses across the U.S., we have the knowledge, experience and expertise to help them " Get Found, Get Chosen and Get Ta...

DescriptionOur boutique consulting firm is growing fast and in need of top talent for positions including Project Managers, Client Service Coordinators, and Project Liasons. The strategies we teach our clients help these small to mid-market businesses to expand and grow in sustainable, systematic ways that foster more long-lasting results.Learn the principles, practices, and strategies used to dep...

DescriptionOur boutique consulting firm is growing fast and in need of top talent for positions including Project Managers, Client Service Coordinators, and Project Liasons. The strategies we teach our clients help these small to mid-market businesses to expand and grow in sustainable, systematic ways that foster more long-lasting results.Consultants play a critical role in information technology ...

35434BR Community Banking Branch Banker Team Leader I Community Banking Div Group Fort Myers, FL - 4959 South Cleveland Ave. Bilingual in Spanish and English preferred Full time Regular 1st shift 40 Responsible for building long-term relationships with clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recom...

31736BR Community Banking Branch Banker Team Leader I Community Banking Div Group Fort Myers, FL - 12971 McGregor Boulevard English Full time Regular 1st shift 40 Responsible for building long-term relationships with clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client t...

Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive clien...

36159BR Community Banking Branch Banker Team Leader I Community Banking Div Group Cape Coral, FL - 1321 Southeast 47th Terrace English Full time Regular 1st shift 40 Responsible for building long-term relationships with clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the clien...

Company Description AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-bas...