- Usaa (Tampa, FL)
- …have. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... execution, and analysis of Military Affairs service strategies. Collaborates with executive management to establish strategic and operational frameworks and achieve… more
- Fifth Third Bank, NA (Indian Shores, FL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Indian Shores/Largo, ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... minimum of three (3) years of experience in Compliance and/or the financial services industry preferred. ~or~ + Any equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact initiatives that ... long-term success of our Northeast Division independent business owners and financial professionals. In addition to direct leadership responsibilities, this position… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... and finance and securities industry operations. + Financial markets, products, financial advisory function and investment process. **Skill in** + Personal… more
