- Thrivent Financial (Sarasota, FL)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… 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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Sarasota, FL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Aston Carter (Bradenton, FL)
- Job Title: Financial Advisor Job Description Provides financial and investment services to members. Key responsibilities include assessing members' ... planning approach with fee-based solutions. Hard Skills + 1-5 years experience as a financial advisor or in a licensed support/service role + Must have a 2-14 or… more
- Bank of America (Sarasota, FL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Sarasota, FL)
- Financial Solutions Advisor - Consumer Investments - Sarasota South Market Lakewood Ranch, Florida;Sarasota, Florida; Venice, Florida; Port Charlotte, Florida ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …Financial Advisors in branch or complex to present financial plans with advisor 's clients. * Leverage financial advisor technology resources and brand ... and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program. * Seeks expertise of internal resources to identify… more
- Truist (Venice, FL)
- …with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product… more
- JPMorgan Chase (Nokomis, FL)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Bank of America (Sarasota, FL)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Edward Jones (Bradenton, FL)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- US Bank (Sarasota, FL)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- H&R Block (Sarasota, FL)
- **524443BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Wayfair (Sarasota, FL)
- …based on your relevant experience + substantial quarterly bonuses Medical benefits, financial benefits, and a generous employee discount About Wayfair Inc. Wayfair ... is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston or Berlin, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment… more
- Bank of America (Lakewood Ranch, FL)
- Senior Banker - Lakewood Ranch Financial Center Lakewood Ranch, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- PNC (Sarasota, FL)
- …Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners with the PNC Private Bank ... advisor team to proactively manage their assigned book of...support, which will help our clients achieve and maintain financial success. The Sales & Support Administrator fulfills responsibilities… more
- Cherry Bekaert (Sarasota, FL)
- …the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and ... work performed centers in and around solving a government's accounting and financial reporting challenges from staffing or event-driving needs at the state and/or… more
- Morgan Stanley (Sarasota, FL)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... or more years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds, options,… more
- Hanson Professional Services Inc. (Sarasota, FL)
- …is a strategic partner to the CEO and President serving as a knowledgeable advisor on a wide range of operational and transportation- related topics. This position ... Municipal agencies. + Demonstrated success implementing strategic initiatives, meeting financial objectives, and managing related budgets. + P&L experience managing… more
- HCA Healthcare (Sarasota, FL)
- …pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on 3% to 9% of pay ... behaviors expected of those who fulfill that role. + Serves as a faculty advisor to assist students in short-term program and goal achievement and long-range career… more