- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and continuing education options. **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives ... include - advisory account appropriateness, fiduciary and investment advisory reviews, IAR meetings with clients,...* May participate in the development and implementation of Advisory Supervision policies and/or procedures. * Performs… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …options. **Job Summary** Raymond James Financial Private Client Group is hiring a Manager within the Advisor Onboarding Supervision team to manage the execution ... other staff to Raymond James through the firm's advisor onboarding process. The Manager of Onboarding Supervision reports directly to the VP Associate Activity… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary:** Under limited supervision , uses specialized knowledge and skills obtained through experience, specialized training or certification ... of Investor Equity and the stream of benefits associated with that Investment . Monitors Low Income Housing Tax Credit (LIHTC) compliance and property management… more