- Bank of America (Bradenton, FL)
- Merrill Financial Solutions Advisor - Sarasota/Naples Market Sarasota, Florida;Naples, Florida; Punta Gorda, Florida; Venice, Florida; Fort Myers, Florida; ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (Bradenton, FL)
- Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market Bradenton, Florida;Bradenton, Florida; Bradenton, Florida; Sun City Center, ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… 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 ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and team on data collection, validation, analysis, and reporting of the firm's registration metrics to drive key business decisions. Works closely with manager on ... compliance monitoring by analyzing trends and identifying risk related to registration related policies, processes, and procedures. Performs monitoring of risk-based… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …staff. * Manages a team associates tasked with the execution of the Advisor onboarding process including completion of the Registration packet * Collaborating ... **Description** **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered...Private Client Group is hiring a Manager within the Advisor Onboarding Supervision team to manage the execution of… 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