- Rose International (Tampa, FL)
- …business-facing skills Business Intelligence and Data Analytics experience Prior financial services or banking experience Previous experience with Confluent Kafka ... interpretive thinking to define issues and develop innovative solutions Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary… more
- Amerant Bank (Tampa, FL)
- …to existing and new customers.OPERATIONAL EXCELLENCE:Process all manner of financial transaction requests including but not limited to deposits, withdrawals, ... within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc. Learn and encourage usage of… more
- Edward Jones (Bradenton, FL)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Thrivent Financial (Bradenton, FL)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Bank of America (Bradenton, FL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Bradenton, FL)
- Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market Bradenton, Florida;Bradenton, Florida; Bradenton, Florida; Sun City Center, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …Financial Advisors in branch or complex to present financial plans with advisor 's clients. * Leverage financial advisor technology resources and brand ... and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program. * Seeks expertise of internal resources to identify… more
- JPMorgan Chase (Lakewood Ranch, FL)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Investment concepts, practices and procedures used in the securities industry + Financial markets and products + Advisor Transitions or strong back-office ... trends and implements corrective action as necessary. + Uses financial data and performance indicators to establish control mechanisms...a minimum of ten (10) years' experience in the financial services industry, including six (6) years in a… more
- Bank of America (Sarasota, FL)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in FINRA, state, and other regulatory agency rules and regulations regarding financial advisor registration. + Operates standard office equipment and uses ... Skills, and Abilities:** **Knowledge of:** + Concepts, principles, and practices of financial advisor registration. + Rules and regulations of the Financial … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …applications that support the lifecycle of planning & implementation performed by the Financial Advisor on a recurring basis. The associate will have extensive ... and documents business requirements for Wealth Management technology, centered on the Financial Advisor 's practice. + Defines project scope and objectives… more
- Truist (St. Petersburg, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Edward Jones (Bradenton, FL)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …they will provide support in the following areas: legal and compliance issues, financial advisor support, analysis around products, and/or under more senior ... economic and non-economic factors. * Execute fulfilling product partner, departmental and financial advisor reporting requests. * Ensure all contracts meet… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Qualifications** **Knowledge, Skills, and Abilities** Knowledge of - + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act ... **Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trade confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, fund subscriptions, and maintain ... with the Alternative Investments Group ("AIG") Operations team, Raymond James Financial Advisors, senior leadership within PCG Investment Products and Global Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary:** Manage advisor relationships at the senior executive level while Financial Advisors are going through the transition process. There is an element of ... senior leadership across the firm to advocate for each advisor and their unique needs. Associate must be able...minimum of ten (10) years of relevant experience in financial services. + Project work and business analysis/process improvement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relationships at all organizational levels. * Maintain currency in investment advisor and financial planner services and products. **Educational/Previous ... external and internal sales consultants to achieve a specific sales target from financial advisors within a national sales territory. Leads defined work or projects… more
