- Edward Jones (Bradenton, FL)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Thrivent Financial (Bradenton, FL)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Bank of America (Sarasota, FL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Aston Carter (Bradenton, FL)
- Job Title: Financial Advisor Job Description Provides financial and investment services to members. Key responsibilities include assessing members' ... planning approach with fee-based solutions. Hard Skills + 1-5 years experience as a financial advisor or in a licensed support/service role + Must have a 2-14 or… more
- Bank of America (Lakewood Ranch, FL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Bradenton, FL)
- Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market Bradenton, Florida;Bradenton, Florida; Bradenton, Florida; Sun City Center, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …Financial Advisors in branch or complex to present financial plans with advisor 's clients. * Leverage financial advisor technology resources and brand ... and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program. * Seeks expertise of internal resources to identify… more
- JPMorgan Chase (Lakewood Ranch, FL)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Investment concepts, practices and procedures used in the securities industry + Financial markets and products + Advisor Transitions or strong back-office ... trends and implements corrective action as necessary. + Uses financial data and performance indicators to establish control mechanisms...a minimum of ten (10) years' experience in the financial services industry, including six (6) years in a… more
- Bank of America (Sarasota, FL)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in FINRA, state, and other regulatory agency rules and regulations regarding financial advisor registration. + Operates standard office equipment and uses ... Skills, and Abilities:** **Knowledge of:** + Concepts, principles, and practices of financial advisor registration. + Rules and regulations of the Financial … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …applications that support the lifecycle of planning & implementation performed by the Financial Advisor on a recurring basis. The associate will have extensive ... and documents business requirements for Wealth Management technology, centered on the Financial Advisor 's practice. + Defines project scope and objectives… more
- Truist (St. Petersburg, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Edward Jones (Bradenton, FL)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …they will provide support in the following areas: legal and compliance issues, financial advisor support, analysis around products, and/or under more senior ... economic and non-economic factors. * Execute fulfilling product partner, departmental and financial advisor reporting requests. * Ensure all contracts meet… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Qualifications** **Knowledge, Skills, and Abilities** Knowledge of - + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act ... **Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relationships at all organizational levels. * Maintain currency in investment advisor and financial planner services and products. **Educational/Previous ... external and internal sales consultants to achieve a specific sales target from financial advisors within a national sales territory. Leads defined work or projects… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …locations: St. Petersburg, FL or Denver, CO. **Job Summary:** As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and ... applications that support the advisor and support staff's day-to-day branch operations. The associate...domain knowledge into project work, and an understanding of financial services standards and practices and will serve as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your ... and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg,… more