Investment Consultant jobs in United States, Florida, Jacksonville
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Company
Job type
Job categories
Job title (1)
United States
Florida
Jacksonville
19 jobs found
09.06.2025
BOA
Bank Of America Investment Consultant II - Merrill Premium United States, Florida, Jacksonville
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Regular or Temporary:English (Required)1st shift (United States of America)JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major...
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures. Leads end-to-end resolution of complex...
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
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