- 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 ... financial planning, in addition to capital markets and asset management. The Supervision department partners closely with the business to proactively mitigate risk.… more
- Fifth Third Bank, NA (Tampa, FL)
- …effort. The Senior Analyst will assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, monitor and disseminate best financial ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and...WMAs and may meet with clients and prospects in onboarding into Life360 and developing analyses. Should the prospect… more