- Bank of America (Sarasota, FL)
- Financial Solutions Advisor - Consumer Investments - Sarasota South Market Lakewood Ranch, Florida;Sarasota, Florida; Venice, Florida; Port Charlotte, ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Rules and regulations of the Federal Reserve Banking System (FRB); Consumer Financial Protection Bureau (CFPB); Federal Deposit Insurance Corporation (FDIC); ... areas. May lead projects of moderate scope and complexity. Serves as a Technical Advisor to teams. Some guidance is provided to perform varied work that is somewhat… more
- PNC (Sarasota, FL)
- …Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners with the PNC Private Bank ... advisor team to proactively manage their assigned book of...support, which will help our clients achieve and maintain financial success. The Sales & Support Administrator fulfills responsibilities… more