- H&R Block (Spring Hill, FL)
- **528277BR** **Title:** Block Advisors Multi-Unit Team Leader 2 **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our ... or other related industry; management of people within military service positions **Why Work for Us** At H&R Block,...Course 1 (if preparing tax returns) **Posting Title:** Block Advisors Multi-Unit Team Leader 2 **Sponsored Job:**… more
- Thrivent Financial (Land O' Lakes, FL)
- …guiding Christians on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable advice and connect ... organization-such as business development, marketing, technology, engagement, and experienced advisors -as you build your business. Desired Characteristics Our culture… more
- PNC (Tampa, FL)
- …of solutions and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and ... Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of a Bachelor's degree in finance, business or related degree. * One (1) to two ( 2 ) years of customer service or related experience highly preferred. ~or~ * An ... with Internal Sales team to deliver reports, proposals and analysis that meet advisors ' needs. Adapts procedures, processes, and techniques to meet the more complex… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Raymond James Private Client Group and responsible for recruiting successful financial advisors to all divisions at the firm. This takes a detailed and ... PCG is the largest segment within Raymond James supporting financial advisors who provide financial planning, investment advisory and securities transaction services… more
- Morgan Stanley (Tampa, FL)
- …the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL* office* *to help effectively educate, ... service and lead clients in best managing their finances...industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Educational/Previous Experience Requirements** **Education/Previous Experience** * Associate's degree and two ( 2 ) to five (5) years of relative service ... all levels of the organization as well as financial advisors and branch personnel. * Identifying and resolving operational...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …two main capacities: 1) the advisor's primary voice and resource at the home office, 2 ) the key partner to assist advisors in building their fee-based practice ... variety of institutional-grade platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Group is the largest segment within Raymond James supporting financial advisors who provide financial planning, investment advisory and securities transaction ... in a fast-paced environment with a variety of individuals including financial advisors . growing business. This particular role calls for someone interested in… more
- Morgan Stanley (Tampa, FL)
- …to traditional Wealth Management and Corporate Client servicing. Our Financial Advisors , Service Professionals, Relationship Managers, and management teams ... the wealth management business directly from Morgan Stanley Financial Advisors , Service Professionals, and Relationship Managers by...date between December 2025 and June 2026 . Minimum 3. 2 GPA . All majors (disciplines) are encouraged to… more
- Deloitte (Tampa, FL)
- …benchmark analysis, synergy analysis, contract analysis, IT-related transition service agreement schedules, high-level integration, divestiture and/or standup ... clients. + Identify and collaborate with appropriate subject matter advisors to best serve clients with excellence. + Ability...years of IT M&A due diligence or M&A IT Service Delivery Experience in the following areas: + Participating… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Primary focus on (1) Sales (identifying revenue opportunities and forecasting), ( 2 ) Marketing (client acquisition techniques), (3) Client Service Standards ... Duties and Responsibilities:** * Coach and mentor experienced and new financial advisors , branch associates, and branch managers * Provides, executes, and tracks… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Solutions, and Private Institutional Clients (PIC) to more than 8,000 Financial Advisors . **Job Summary** Join Global Wealth Solutions (GWS) as an intern and ... aspirations and growth opportunities. **Internship Length:** 10 weeks **Start Date:** June 2 , 2025 **End Date:** August 8, 2025 **Work Schedule:** Monday through… more
- Deloitte (Tampa, FL)
- …need modern solutions. Our Insurance Transformation practitioners serve as trusted advisors to our clients, combining strategic thinking with deep industry knowledge ... & Casualty, Commercial lines, Specialty Insurance and/or Life & Annuities/Group + 2 years of experience supporting the estimating and planning of Large-Scale System… more
- Deloitte (Tampa, FL)
- …you'll do Senior Consultants in Deloitte's M&A/R offering portfolio serve as trusted advisors to their clients in both the corporate and private equity space. They ... Integration: Lead the integration of HR Functions including HR Systems, Service Delivery, Total Rewards, Payroll, Leadership Development, and Talent Strategies +… more
- Elevance Health (Tampa, FL)
- …EST and 1 late evening 11:30am to 8:00pm EST.** This position will service members in different states; therefore, Multi-State Licensure will be required.** **_ This ... plan and modifies as necessary. + Interfaces with Medical Directors and Physician Advisors on the development of care management treatment plans. + Negotiates rates… more
- Elevance Health (Tampa, FL)
- …Health Pulse Point location.** **Hours: Monday - Friday 9:00am to 5:30pm EST with 2 late evenings 11:30am to 8:00pm EST.** This position will service members ... plan and modifies as necessary. + Interfaces with Medical Directors and Physician Advisors on the development of care management treatment plans. + Negotiates rates… more
- Paychex (St. Petersburg, FL)
- …internal partners and external vendors to deliver best in class client service . Establishes and maintains partnerships with Sales and other internal and external ... a consistent communication, process, and performance gaps to Sales, Implementation, Service , and other departments to ensure client satisfaction. Identifies and… more
- Deloitte (Tampa, FL)
- …need modern solutions. Our Insurance Transformation practitioners serve as trusted advisors to our clients, combining strategic thinking with deep industry knowledge ... Lines, Commercial lines or Specialty Insurance + Minimum of 2 years' experience in a Guidewire development role. +...experience working in one of the following Insurance sub service areas: User experience, Integration, Claims, Billing & Payments,… more
- Sevita (Tampa, FL)
- …experience for our employees + Manages relationships with consultants, investment advisors , and recordkeepers to ensure service level agreements are ... with Federal and State regulations such as IRC, ERISA, and SECURE 2 .0, including reading, reviewing, recommending, and applying changes due to legislation affecting… more