- US Bank (Sarasota, FL)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...equivalent work experience - Ten or more years of wealth management experience with High and Ultra High Net… more
- Morgan Stanley (Sarasota, FL)
- …provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily basis. Through ... (eg, scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …James. This position will work within the Investment Solutions group within Global Wealth Solutions and will provide support to the Offshore Mutual Fund Product ... support in the following areas: legal and compliance issues, financial advisor support, analysis around products, and/or under more senior direction assisting… more