- Thrivent Financial (Jupiter, FL)
- …supporting securities related tasks, and other administrative tasks as assigned. The Securities Support Associate reports to and is employed by Sarah ... This position provides securities licensed administrative support to Watermark...up for the customer/member meetings + Collaborate with financial associates to assist customer/member to purchase, sell, hold or… more
- Raymond James Financial, Inc. (Palm Beach Gardens, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Edward Jones (Palm City, FL)
- …goals, enabling you to make a difference in your community.** **We'll give you the support you need. Our team will be there every step of the way, providing:** + ... begin to build your practice2 + A firm-provided branch office in the community + Branch office support to help lighten the load so you can focus on your clients + A … more
- Truist (Palm Beach, FL)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that...Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health,… more