- Bank OZK (Palmetto, FL)
- …just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to ... members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!)… more
- Edward Jones (Sarasota, FL)
- …volume of applicants. 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 (Sarasota, FL)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… 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
- PNC (Sarasota, FL)
- …are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Sarasota, ... respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and… more
- Fifth Third Bank, NA (Bradenton, FL)
- …skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Bradenton/Sarasota, FL At Fifth Third, we understand ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank… more
- Bank of America (Palmetto, FL)
- Financial Solutions Advisor - Registration Candidate - Bradenton Market Palmetto, Florida;Bradenton, Florida **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palmetto/ Financial -Solutions- Advisor Registration-Candidate Bradenton-Market\_25049420-2) **Job Description:** Please note… more
- Bank of America (Palmetto, FL)
- Financial Solutions Advisor - Bradenton FL - Spanish required Palmetto, Florida **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palmetto/ Financial -Solutions- Advisor Bradenton-FL Spanish-required\_25049424) **Job Description:** At Bank… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial ... internal policies throughout the recruitment lifecycle. **Qualifications** **Knowledge of:** Financial advisor business models and practice structures.… more
- JPMorgan Chase (Sarasota, 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
- 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)
- …Support Team 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 on ... 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
- Truist (Sarasota, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS ... and clients. + Assist team members with marketing efforts including presentations, financial advisor /client launch campaigns, and webinars. + Stay abreast of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies procedures… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and user-friendly documentation that supports technology initiatives for a primarily financial advisor audience. This role combines hands-on writing and ... + Translate complex technical concepts into clear, concise language tailored for financial advisors and other non-technical users. + Collaborate with subject matter… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills. You can expect to enhance presentation skills, experience client and financial advisor interactions with seasoned members of the alternative investments ... **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)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts with Financial … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Creates reports to build ... years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service… more
