Financial Advisor

Synovus Financial Corp

St Pete Beach, FL, United States
On-site
Portfolio management
Client relationship development
Financial planning services
Responsible for managing a portfolio of professional and executive accounts

Job Summary

  • Responsible for managing a portfolio of professional and executive accounts.
  • Develops solutions to fulfill the unique needs of existing and prospective clients.
  • Stays actively involved in the community, networking to identify new business opportunities.

Matching Summary

Responsible for managing a portfolio of professional and executive accounts.

Skills & Requirements

Must-have

  • portfolio management
  • client relationship development
  • financial planning services

Nice-to-have

  • community involvement
  • team collaboration
  • networking skills

Key Requirements

  • experience in financial services
  • knowledge of private banking
  • ability to analyze financial needs

Work Rights

Not specified

Tailored Resume

Cover Letter