- Raymond James Financial, Inc. (St. Petersburg, FL)
- …convey requests, provide instructions, or obtain information on behalf of a senior colleague. + Receive and screen visitors, answering routine questions, providing ... expenses. + Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. + Create, organize,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …hard copy correspondence review, social media and e-mail review teams. The senior advisor on the Social Media Supervision Review team will analyze various ... that may arise. * Monitors and keeps up to date with securities/ advisory regulations and applies them accordingly. * Interprets, applies and recommends changes… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …recommends changes to organizational policies and procedures. + Consults independently with financial advisors and branch managers and recommends actions to ... and municipalities. + Serves as primary educational resource for financial advisors with investment monitoring reporting and investment policy statement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond ... James provides financial services to individuals, corporations and municipalities through its...any supervisory concerns that may arise with advisors or branch office managers and work together with them to… more
- Bank of America (Clearwater, FL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted … more