- Bank of America (Bradenton, FL)
- Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market Bradenton, Florida;Bradenton, Florida; Bradenton, Florida **Job ... 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
- Bank of America (Bradenton, FL)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Gateway North Financial Center Bradenton, Florida **Job Description:** At ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence review of legal agreements and other closing documents. * May prepare financial advisor and client communications regarding loan and loan terms. * ... tasks requiring some evaluation, originality, or ingenuity in making decisions. Recommends solutions to moderately complex problems and refers more complex issues to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and ingenuity to make moderately complex decisions. Resolves and recommends solutions to complex problems. Extensive contact with internal and external customers ... while processors are out of the office. * Manage borrower and/or Advisor escalations. Coordinate with leadership to communicate and find resolution. * Verifies… more