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3 strategic advisor jobs at 2 companies in Rockledge, FL

1mo
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Strategic Advisor
Orlando, Florida, United States
$120k-$130k/yr RemoteFull Time
Engage fi
Engage fi: Guides financial institutions through technology vendor selection and strategy.
10+ YOEBachelor's degree,10+ years banking experience (sales preferred),proven sales record,strong communication,presentation and negotiation skills,self-managed,proficient with Microsoft Office.
Microsoft Office
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3w
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Director, Strategic Advisors (New Business)
Orlando, Florida, United States
$150k-$210k/yr RemoteFull Time
Engage fi
Engage fi: Guides financial institutions through technology vendor selection and strategy.
10+ YOE10+ years business development/sales leadership experience in financial services, bachelor's degree, proven team management, CRM experience, consultative selling, strong C-suite relationships, ability to travel 50%.
CRM
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3mo
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Wealth Advisory Regional Director (Orlando or Tampa)
Tampa or Orlando or Charlotte
$197k-$303k/yr FieldFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years in financial services or wealth advisory, experience leading advisors with AUM accountability, Bachelor’s degree required, Series 7/24/65 required (or equivalents), CFP preferred, frequent regional travel, strong coaching and strategic growth skills.
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