- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a week at our St. Petersburg, FL, corporate office.** **Job Summary:** Manage advisor relationships at the senior executive level while Financial Advisors are ... of project management and the expectation to interact with senior leadership across the firm to advocate for each... leadership across the firm to advocate for each advisor and their unique needs. Associate must be able… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …expertise in reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …department and AML department. * General understanding of securities markets and investment products including but not limited to mutual funds, unit investment ... compliance efforts in assigned business entity. * Informs and advises appropriate Senior Management about issues that may involve rule violations or potential… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Alternative Investments Group ("AIG") Operations team, Raymond James Financial Advisors, senior leadership within PCG Investment Products and Global Wealth ... to provide support of all Raymond James RCS division approved alternative investment products throughout their entire life cycle, including new product onboarding,… more
- Truist (St. Petersburg, FL)
- …States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to use in advisor consultation and sales meetings. * Analyzes various investment accounts including mutual funds, managed accounts, ETFs, SMAs, UMAs and MDAs to ... **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * Basic/Advanced investment concepts, practices and procedures used in the securities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Serves as the primary point of contact for business unit escalations, questions and advisor issues. * Coaches and mentors new and existing analysts. * Devises and ... reviews. * Rules and regulations of the USA PATRIOT Act. * Fundamental investment concepts, practices and procedures used in the securities industry. * Principles of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …upon milestones for effectives in achieving specified results. Extensive contact with senior leaders across the firm including Private Client Group and Technology is ... Balances conflicting resource and priority demands. + Maintains regular contact with senior management and other internal customers to identify research and resolve… more